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Finance | Project Operations, Human Resources, ...
Answered

Electronic reporting - Adding columns horizontally in format mapping to get financial dimensions

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Posted on by 264
hello experts,
 
I have a requirement to dump purchase order header appended with lines in an excel and hence was using electronic reporting. I also had a need to bring financial dimensions in such report. Hence, I was following below MS doc:
 
I was seamlessly able to add ranges in format mapping as guided by above link in the excel file "SampleFinDimWsReport.xlsx". In fact this file was provided by MS in the above link.
 
But somehow it is failing using the file prepared by me while adding ranges in format mapping with below error. (File prepared by me - "PO_Dump_ER.xlsx"). Attaching both the files.
 
 
 
 
 
Kindly help me understand where am making mistake. This is not enabling me saving the format mapping.
 
Regards,
Pranav
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  • Suggested answer
    Ramesh Kumar Profile Picture
    7,549 Super User 2026 Season 1 on at
    I hope below can help you
     
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
  • Pranav Teja Profile Picture
    264 on at
    Thanks Ramesh for responding. 
     
    My issue was while creating format mapping model to dynamically increase columns. But your response was completed unrelated. I would appreciate if you would help me in the context of the issue.
     
    Pranav
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    14,853 Super User 2026 Season 1 on at
    Hi,
    The error message indicates that the fields you're trying to use have not been created in the Excel template.

    To fix this:
    -Open the Excel file and go to Formulas > Name Manager.
    -Check if the fields are defined under a valid named range.
    -If they’re missing, either:
        -Add the fields under an existing range, or
        -Create a new range and assign the fields to it.
    Once the fields are correctly defined, import the Excel file into the Format Designer again so the new fields are recognized.
    You can find a detailed explanation and best practices in my blog series on Business Documents:

    For a detailed walkthrough, feel free to check out my blog series on Business Documents:
    https://dynfotech.com/category/business-documentsbd/






  • Pranav Teja Profile Picture
    264 on at
     
    For helping me out. This helped me solve. 
     
    The mistake which i made was ->> Additional ranges which the document asked to create should be with the existing names. So far, I have been creating new fields and this caused an error.
     
    Thanks again

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