Electronic reporting basic report

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Posted on by Apix

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Hello,

I am trying to learn how to use ER in D365. To do that I designed a basic vendor list export (vendor name and vendor account). I performed my test in a Contoso environment, latest release.

First I created my Data Model :

Vend list > Record List (type : record list) > Records (type records) > Account and name (both of them type string)

2nde step I mapped to datasource this data model :

3th I create the export format model :

using this file as a template :

What I can't understand is that I only get one record instead of my entire database and i also lost the titles :

I must miss something, somewhere.

If anyone can help me !

Many Thanks,

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EvelynFoerster 180 on at

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Hello,

take a look at this answer, sounds similar: https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/309424/electronic-reporting/896846#896846

Regards, Evelyn

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Ludwig Reinhard Microsoft Employee on at

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Hi,

It looks as if you have not mapped your model record list with the excel sheet.

That's why you see only the first record.

Please check your 3rd screenprint from bottom and assign the excel table that you have defined with the record list from the ER model.

Best regards,

Ludwig

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Apix 307 on at

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Hi Ludwig,

I did as follow :

On my format designer Tableau1 (which is my excel sheet) is bind to my Vend-Recordlist

The difference is that now i get a list of empty records :

I tried to learn from your webcast APAccrualsOverTime_English_Part1

In your datamodel I guess that LINES is a Recordlist type and INVOICELINE record type.

With my current datamodel i guess that i'm in the right way :

From the point of view of model mapping as I I just want to export a vendor list, I think that I'm right too

The difference with your webcast is that you are using relations. But as I'm trying to build a very basic configuration as a start point with ER I just bind my datamodel to the related fields or method :

Eventually we come to format designer where I guess my problem is.

The main difference is that your Excel Table is a header :

where mine looks like a record :

Thanks for your help !

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Apix 307 on at

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It was my excel sheet.

Thanks to your webcast i found out what was wrong :

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Ludwig Reinhard Microsoft Employee on at

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Great to hear that you got this fixed :-)

Can you verify the answer for this thread?

Best regards,

Ludwig

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EvelynFoerster 180 on at

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Hello Piccin,

is the screenshot the correct one?

Thanks, Evelyn

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Apix 307 on at

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Hello Evelyn,

Which screenshot are you talking about?

Regards,

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EvelynFoerster 180 on at

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Is this one the correct one?

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Apix 307 on at

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Yes it shows how to setup the Excel Sheet

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EvelynFoerster 180 on at

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Thank you!

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