Hi,
we often need Excel reports and now want to use the Excel layout for this. The data is displayed using pivot tables (possibly also tables created using PowerQuery). Our employees can easily open these reports in Excel and receive the current data. That also works quite well!
However, some reports must be automatically sent periodically by e-mail to field workers - but also to business partners - (created via AL with SaveAs and then sent).
And here we have a big problem!
For example, when the recipient views the report via a mobile device (e.g. an IPad), they are presented with a non-updated pivot table and this causes some confusion. The data table is up to date but the pivot tables are transferred in an unupdated state.
To update, you would first have to open the file in a licensed version of Excel, which I cannot assume for all recipients.
But what is even worse is that the recipient does not immediately recognize that the data displayed is not up-to-date at all!
Even internal users who receive the report by email; opened; seen in the current status and then simply forwarded the mail to customers, do not understand that the recipient does not see the current data immediately.
Is there any way to update the dependent pivot and data tables when creating the Excel layout report, otherwise these reports are unusable for us in many cases :-(
We need a "SaveAs" in AL which updates all sheets of the Excel layout that are based on the data table!
Greetings Ralf
By-the-way - when using PowerQuery with the Data-Table an internal connection is generated which causes Excel to come up with a security warning even though there is no actual external connection. As a result, the data is not directly visible and up-to-date here either. This is also not displayed on mobile devices like IPad.