NAV to Excel

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Posted on by FaizanRasool

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So i was trying to export a specific column from NAV to excel but unfortunately it was'nt allowing me to do it. In the SQL server it does not have that column in a specific Jet Report. Is there a way that the column can be incorporated into that report from NAV.

2nd question was that can we manually change column headings like say Reason Codes to our own preference?

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Tharanga Chandrasekara 23,118 on at

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RE: NAV to Excel

if you are using NAV 2013, then use XML ports to export data from the table.

Yes you can change it as you want. Design a table and then select the column you want to change the caption and then go to properties. In that you will see a "Caption" change its value as you want.

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Community Member on at

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RE: NAV to Excel

ok, but how do peons do it who don't know jack about HTML porting?

If I want to export a field into Excel and don't have access to the raw tables, how do I do that if the field doesn't appear on the available-for-excel list? And how do I avoid having to rearrange my screen view of the fields, and then manually restore them if I'm only interested in a field that I normally have hidden from view?

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jcastro 2,245 on at

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RE: NAV to Excel

Hello,

The easiest way, if you are using NAV2013 (or +) is to just extract the info using the export to excel feature.

If that does not work because you need to change the names of the fields, and you do not want to change the table/page, the second way I would recommend is to create a query with all the fields you need, and in that query you can type your new name for each field (it won't affect the standard client) and then publish it as a webservice to access it afterwards from excel.

http://msdn.microsoft.com/en-us/library/hh165526(v=nav.70).aspx

http://msdn.microsoft.com/es-es/dynamics/nav/xx130609.aspx (it says powerview but you can use standard excel too)

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Miguel Llorca Gómez 7,019 User Group Leader on at

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RE: NAV to Excel

"Classic solution": You can also create an SQL view, joining all the info you need and renaming your fields. Then connect with Excel for reporting :-)

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4BzSoftware 6,073 on at

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RE: NAV to Excel

Hello, I click on the textbox to answer Faizan's question, but system popups "Flag as spam/abuse" and now it is "Flagged as spam/abuse" :-( Sorry for my mistake! How can I reverse it?

About Faizan's question, my Query and Excel Report tool can help you with FlowField and change Display Name. You can take a look at my post community.dynamics.com/.../134939.aspx

Thanks and best regards.

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Syed Aley Mehdi 60 on at

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RE: NAV to Excel

Dear Faizan,

There is an awesome feature in Excel 2013 called Powerview which consumes the Web Service OData Feed which is created in Dynamics Nav. Read the full article to explore this amazing feature: www.navstorm.com/.../query-excel-powerview-microsoft-dynamics-nav-2103-r2.html

Regards,

Syed Aley Mehdi

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Shubin Dongre 30 on at

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RE: NAV to Excel

Nice Post Syed

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