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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Exporting data to Excel
Microsoft Dynamics AX (Archived)

Exporting data to Excel

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Posted on by shane thompson 155

Hi all

Completly new to Dynamics AX, so after a bit of help

I'm hoping there is a way to export data to an excel sheet / file, currently we have loads of purchase orders outstanding and i would likwe to be able to export that information, out into excel so as to do performance measures / chasing etc

Can this be done? if so can someone please advise how

 

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  • Carl-Marcus Pellmann Profile Picture
    Carl-Marcus Pellmann 130 on at

    First:

     Install Excel (XP, 2003, 2007) on the client PC, where AX is installed and you want to make the export.

    Two options:

    - Open the purchase table and click on the excel icon near in the icon bar top of the table window it is possible to set filters before. For positions you need to use the inquiry "open purchase order lines" under Account payables/Inquiries/Order status.

     - under Administration/Periodic/Excel spreadsheets you find the Excel template wizard which helps you to make an Excel import/export definitiongroup. It is possible to add more than one table to the groups (purchtable and purchline for example). I don't know how to set filters here.

     

  • shane thompson Profile Picture
    shane thompson 155 on at

    Thank you for the reply, but i have no excel icon

    How do i get into the purchase table information

    I,m using excel 2003 and Dynamics AX

  • Carl-Marcus Pellmann Profile Picture
    Carl-Marcus Pellmann 130 on at

    Purchase table -> Account payables

     

    Which AX version do you have?

  • shane thompson Profile Picture
    shane thompson 155 on at

    Thank you 

    We are using AX 4.0,

    Where would the tables be held?

  • Carl-Marcus Pellmann Profile Picture
    Carl-Marcus Pellmann 130 on at

    We have AX 2009. Don't know if it was the same in 4.0.

     

    purchtable is in forms or common forms under Accounts payables, name is purchase order details

     

    If you don#t have the icon you can also try to mark the rows in the grid of the table and copy them with ctrl-c

  • cpironmo Profile Picture
    cpironmo 2 on at
    Hi Shane,

    Basically in 4.0 I believe the only way to easily (without some X++ coding) export info from AX into an excel spreadsheet is to use document handling if you have the licence key that is, if you do then post a reply and I'll try and explain what you could do.

    Chris
  • shane thompson Profile Picture
    shane thompson 155 on at

    Chris

    Thank you for having a look

    The software is on a company server that i just started with, not sure what the licence key number is

  • cpironmo Profile Picture
    cpironmo 2 on at
    If you look on say Purchase Order form. When it is open look into the top tool bar and see if there is an icon (possibly greyed out) of a portrait sheet of paper with a box to the bottom right. This is the document handling icon which would indicate if it is enabled on your implementation.
  • shane thompson Profile Picture
    shane thompson 155 on at

    Chris

    I have the documentation handling ico but when i click on it it says insufficient rights

    Is there anything else i can do? 

  • Sacha Kircev Profile Picture
    Sacha Kircev 905 on at
    Hi Shane, the fastest way is to use the Excel Export Import functionality of AX suggested above in a previous post, in your case you can also use the wizard that helps creating Export/Import templates. Can you see if you have access to the Administration menu? Regards.

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