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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Electronic reporting, ...
Finance | Project Operations, Human Resources, ...
Answered

Electronic reporting, formula in template and PDF conversion

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Posted on by Community Member

Hello,

In a report created with Electronic reporting, a formula is included in an Excel template.

The value (concatenation of four fields) is displayed in the report.

However, if the Convert to PDF function is checked, the value is not displayed in the PDF file.

Would it be possible to use a formula with the Convert to PDF function?

Thanks and regards

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  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,032 on at
    RE: Electronic reporting, formula in template and PDF conversion

    I refer here https://dynamicsax-fico.com/tag/electronic-reporting/, may be helpful to you

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Electronic reporting, formula in template and PDF conversion

    Hello quesform,

    What you describe is right.

    The reason for that is that the formula is applied if you open and edit the  Excel file.

    Because the PDF conversion is not doing that you will see blank results.

    You have two options to fix that:

    1. Adjust your model and do the calculation in ER

    2. Create an Excel document, define a sharepoint document library as the output destination and use Flow to convert the excel into a pdf.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at
    RE: Electronic reporting, formula in template and PDF conversion

    Hello Rahul,

    Thanks for the reply.

    Best regards,

    Quesform

  • Community Member Profile Picture
    Community Member on at
    RE: Electronic reporting, formula in template and PDF conversion

    Hello Ludwig,

    Thank you very much for your answer.

    Best regards,

    Quesform

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