Limiting Columns When Using 'Edit in Excel' Feature

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Posted on by S Bell

When using the 'Edit in Excel' feature on the General Journal page, I notice that the Excel file contains different columns to those that I have visible within Business Central.

I've seen a good amount of information online suggesting that this is to be expected, but my only reason for creating this post is that the documentation from Microsoft themselves suggests that columns should be inherited. The following link states /With this action, Excel respects most filters on the page that limit the records shown, so the Excel workbook will contain almost the same records and columns./ in relation to the Edit in Excel feature: https://learn.microsoft.com/en-gb/dynamics365/business-central/across-work-with-excel.

I'd be grateful if anyone can confirm if I'm missing something, or perhaps the Microsoft documentation is misleading here?

Many thanks,

Simon

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Dynamics 365 Business Central

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ahanson 212 on at

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Limiting Columns When Using 'Edit in Excel' Feature

Simon, I can just speak to experience that edit in Excel definitely does not show all columns visible. The best way to edit more or all columns is to do a configuration package. You can include all fields in the table or limit it down and apply filters.