web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Import Excel into MR f...
Microsoft Dynamics AX (Archived)

Import Excel into MR for Easy Row Definitions

(0) ShareShare
ReportReport
Posted on by Mary Myers 2

When creating large reports for clients, is there an easy way to an import/data upload that includes formatting, and mapped account numbers? Or do you have to go in and key every number, category, etc? I have reports with several lines and going in and mapping the accounts is very time consuming.  It just seems like Microsoft would have some type of define an export/import, something that would make this more efficient. 

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Mary,

    You can mark all of your rows.

    Then press CTRL + C and paste it into an excel file.

    Complete the setup in the excel file (incl. the account references).

    Then mark all excel lines and select CTRL + C

    Open your existing or a new row definition and paste the Excel data.

    Save the row definition and use it in your report.

    This is not a perfect solution but a kind of workaround that is faster than entering the data directly in the MR report designer.

    Best regards,

    Ludwig

  • Mary Myers Profile Picture
    Mary Myers 2 on at

    Thank you!  I have done this, and created a series of rows to concatenate into the following:    +Main Account = [510110], Department = [35100]

    However, When I copy this from excel into the row definition, it gives me an error message, and says the code is not valid.  I tried to simplify it down to just the Main Account number as well to see if there was something off with the spacing.  I got the same error.  Is there something wrong with my formatting?  Or can you simply not link this way? When I use the ellipsis the main account and department I indicated in my copied row definition is now showing.  

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Mary Myers,

    Try to fill a single line that includes the main account and department in the Management Reporter before you copy everything to Excel.

    Then you have the format that MR expects and can copy and apply it to your other lines.

    Best regards,

    Ludwig

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans