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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Management Reporter 20...
Finance | Project Operations, Human Resources, ...
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Management Reporter 2012 Export to Excel not exporting Formulas/Totals to second (Detail) tab

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Posted on by mnola 72

Hello all,

           Does anyone know how to get Management Reporter 2012 to export formulas into the transaction detail tab (second tab) in Excel when exporting a Report?  It appears that Formulas are only exported to the summary (first tab) only and that the transaction detail tab contains all hard coded values.

Simple example:

1. Create a report that contains 5 rows using Account Category for each row.

2. Create TOT row on Row 6 that totals rows 1 : 5.

3. Run the report, being sure to include Transactions.

4. Export the report to Excel.

5. Excel sheet that gets created will have two tabs:

    a. Tab 1 will contain the 5 categories and a six row with a SUM(XX:XX) formula.

     b. Tab 2 will contain the underlying transactions for each Category and a line below each Category group representing the category total.  However, that total is a static number vs a SUM(XX:XX) formula.

We are on CU16, but do see there is a newer CU16 release that adds SQL 2019 Support.  Curious if this release will resolve matters or if there is another workaround?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Management Reporter 2012 Export to Excel not exporting Formulas/Totals to second (Detail) tab

    Hello Michael,

    I think the best thing you can do is to open a support request with the MS support team to get a definite answer about the SQL2019 question.

    If there is nothing else left open / not answered the community can help you with then please be so kind and verify the answers.

    Many thanks and best regards,

    Ludwig

  • mnola Profile Picture
    mnola 72 on at
    RE: Management Reporter 2012 Export to Excel not exporting Formulas/Totals to second (Detail) tab

    Greetings Ludwig,

                              Thank you for confirming that the lack of formulas in the detail section of an Export to Excel is a limitation to MR (kind of figured, but wanted to be sure).

    As for SQL2019 support, please look at mbs.microsoft.com/.../ManagementReporterCU16FixList_Nov2019.pdf which lists the latest CU 16 2.12.16007.0  fixes that includes support for SQL 2019.  The DOCS page looks to have been last updated in 2018 and is lacking the 2019 list.

    Guessing what we are looking for isn't considered a BUG, but rather a Feature Change, so if it doesn't already exist in the latest 2019 CU release, won't expect to see it anytime soon.

    Thanks for the follow-up!

    Michael.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Management Reporter 2012 Export to Excel not exporting Formulas/Totals to second (Detail) tab

    Hi,

    About the SQL2019-CU16 support, I would recommend contacting the MS support directly to get this clarified.

    The docs site does not list it.

    Please see: docs.microsoft.com/.../management-reporter-feature-and-version-number-summary

    About the first issue (formulas second tab):

    That is a limitation of the current export functionality. If you need to see the formula there, I would suggest that you make a suggestion for a product improvement on the dynamics experience/ideas site.

    Best regards,

    Ludwig

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