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

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

How can We filter match on data entity excel add-in ?

(0) ShareShare
ReportReport
Posted on by 384

Dear All,

When We used data entity add-in. We only filter contain , equal .. But I don't see the function match .

example - When I used data entity InventItemBatch - I want to filter 2 items 20280 and 20291. I can't do it

pastedimage1599995071291v1.png

How can We want filter 2 items, 3 items ... on data entity add-in ?

I have the same question (0)
  • Suggested answer
    vinitgoyal2005 Profile Picture
    6,332 on at
    RE: How can We filter match on data entity excel add-in ?

    Hi,

    You can't do that in Excel add-in, You can use other filters like contains but you will not get the option 'is one of' like we have in D365FO.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: How can We filter match on data entity excel add-in ?

    Hi phong.pham,

    You are right, we don't have something like ...'is one of' filter option.

    What you can do as a workaround is the following:

    1. Filter in the column headers of your table using the excel filter options

    2. Change / modify the values as needed

    3. Remove the filter from 1

    4. Publish your data to D365FO.

    Best regards,

    Ludwig

  • phong.pham Profile Picture
    384 on at
    RE: How can We filter match on data entity excel add-in ?

    Hi Ludwig,

    I need to find a better solution for our users. Because When We used a data entity add-in If We pushlish a data It takes about 1 hour to finish it. It is a reason Our user don't want to use data entity add-in.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: How can We filter match on data entity excel add-in ?

    Hi phong.pham,

    Many thanks for the update.

    To me it looks as if the Excel addin is not the right tool for that because it uses Odata connections, which is rather slow and not thought to update thousands of records.

    Have you thought about using the data management framework instead?

    Best regards,

    Ludwig

  • Suggested answer
    vinitgoyal2005 Profile Picture
    6,332 on at
    RE: How can We filter match on data entity excel add-in ?

    Hi,

    As suggested by Ludwig and by me in another thread, if you want to work with bulk data, you should consider using Data management.

    Excel add-in should be used where you want to look at the data, interact with it, and update it in D365FO. If you directly want to update the data in D365FO then you should use Data management.

  • Verified answer
    phong.pham Profile Picture
    384 on at
    RE: How can We filter match on data entity excel add-in ?

    Hi Vinit.

    I have worked with Microsoft this morning. They send me this link below :

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-import-export-job#validate-that-the-source-data-and-target-data-are-mapped-correctly

    It works like my expectation. It is great.

    Thank you again.

  • nino232323 Profile Picture
    362 on at
    RE: How can We filter match on data entity excel add-in ?

    Hi phong.pham. I have the same issue but i can not find the solution on your link.

    I need a multi value filter field on office addin. Do you achieve this?

    Thanks

    Nino

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…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 758 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 607 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 402 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans