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Small and medium business | Business Central, N...
Suggested Answer

ExcelLayout-Reports are often not usable for sending via mail, because Pivot and Co. are not updated!?

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Posted on by 144

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.

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    95,729 Super User 2025 Season 2 on at

    Hi, This looks like an Excel problem, sorry I am not an expert in Excel, is there a setting to automatically recalculate when Excel is opened?

    For example, https://spreadsheeto.com/recalculate-and-refresh-formulas/

    Hopefully other experts can give you better advice.

    Thanks.

    ZHU

  • Suggested answer
    DAnny3211 Profile Picture
    11,397 on at

    hello

    I don't think it's a BC problem

    DANiele

  • neckit Profile Picture
    144 on at

    The problem is a BC problem - not Excel's.

    BC only updates the data table when saving! Nothing else - and here's the problem!
    As soon as the file is opened in a full version of Excel and all security warnings are acknowledged - the data is updated - but only then and not already in the read-only display! Excel updates the pivot tables when you open them - but really only when you open them!


    The views should therefore be updated when saving in BC and not only when opening with Excel.
    Excel spreadsheets are displayed on mobile devices without having to open everything in full-fledged Excel, therefore incorrect data is then displayed!

  • Suggested answer
    Manan_Shah Profile Picture
    1,459 on at

    Hi,

    I suggest if those report are viewing purpose only, then use Power-BI. Which can generate data with charts based which easy to view also. Instead of numbers. Even you can also print it's related numbers if need. 



    Hope this will help.

    Many Thanks,
    Manan

  • neckit Profile Picture
    144 on at

    Unfortunately, PowerBI is also not a suitable solution, since the recipients are also business partners (customers, suppliers). And here Excel evaluations are expected, which are usually only used for viewing but should be processed directly if required.

    We probably have no choice but to use the direct database query (OnPrem) or the relatively very slow OData feed connections :-(
    Maybe Microsoft will build a new "SaveAsEcel" at some point, which will then not only update the "Data" table, but also the dependent data views when saving (and not just when you open it again in Excel) - and then be usable as a stream !?

  • Suggested answer
    YUN ZHU Profile Picture
    95,729 Super User 2025 Season 2 on at

    Hi, if you really need it, you can submit new ideas to Microsoft.

    Categories (dynamics.com)

    Thanks.

    ZHU

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