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Finance | Project Operations, Human Resources, ...
Answered

Excel workbook designer, custom export

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Posted on by 5

Hi,

Is it somehow possible to make a custom Excel export in the Excel workbook designer?

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: Excel workbook designer, custom export

    Hi Dax24,

    If you see a solution workable for you then can you please mark this a Suggested Answer so that It can help others.

  • Dax24 Profile Picture
    Dax24 5 on at
    RE: Excel workbook designer, custom export

    Hi Parag,

    I Will look into this and see if this can solve my problem, Thanks alot for now, i might return later

  • Verified answer
    Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: Excel workbook designer, custom export

    Hi Dax24,

    Thank you for your explanation. You cannot do it in the Excel workbook however there is a workaround.

    You can use Excel and Click on Get data and select Odata.

    Provide your environment OData URL and select the entities which you want to merge

    In this way, you can combine information from multiple entities using Power query

    Note: Odata can be slower when you have more data and joins.

    Check the reference URL for using Power query with merge functions.

    trumpexcel.com/.../

  • Dax24 Profile Picture
    Dax24 5 on at
    RE: Excel workbook designer, custom export

    Hi Parag,

    It is worker information such as name, start date, end date, Company e-mail, intials (custom field), employee number and position information such as finacial dimensions, reporting to (name of the manager) etc.

    I can find some of the i formation in the exsisting workbooks in D365 HR but would like to avoid downloading 3 different workbooks and merge them afterwards is it at all possible to make a new workbook where i can select from all the data entities?

  • Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: Excel workbook designer, custom export

    Hi Dax24,

    Do you have any example of what you would like to export with custom excel?

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