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Hi,
Is it somehow possible to make a custom Excel export in the Excel workbook designer?
Hi Dax24,
Do you have any example of what you would like to export with custom excel?
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?
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/.../
I Will look into this and see if this can solve my problem, Thanks alot for now, i might return later
If you see a solution workable for you then can you please mark this a Suggested Answer so that It can help others.
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