Edit in Excel But No Data

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Posted on by JE-20081519-0

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Hi:

When an end user utilizes the "Edit in Excel" feature of Business Central and has "SUPER" user security rights, what's the best remedy for getting data to actually appear in Excel when data in fact isn't showing?

Thanks!

John

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Dynamics 365 Business Central

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YUN ZHU 101,995 Super User 2026 Season 1 on at

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Can you provide some screenshots?
There are no errors? But there's no data?
Can you see this data in BC?

Is it because the company or environment that was opened is wrong?

PS: Dynamics 365 Business Central: Switching environments and companies directly in the Edit in Excel file

https://yzhums.com/39281/

Thanks.

ZHU

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Pallavi Phade 5,734 Super User 2026 Season 1 on at

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Namaste

As per above problem Statement , Edit in Excel feature will work you have necessary permission sets .

Check this permission

Below example ,

I have opened General journal screen and selected edit in excel .

In excel at right side you will get Add-ins If excel addins are not there then install it

Sign-in with your BCE login

After Sign-in , I could retreive the data

If you feel answer as helpful , please verify the answer

Regards

Pallavi Phade

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Chavda Dharmendra 1,004 Super User 2026 Season 1 on at

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You can check this link: Edit in Excel Feature in Business Central – Required Permission

Thank you

Dharmendra Chavda

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Mansi Soni 10,176 Super User 2026 Season 1 on at

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Hello John,

If an end user with SUPER permissions uses the Edit in Excel feature but no data appears, the issue is usually not with security rights but with the Business Central Excel Add-in. Ensure the Excel add-in is properly installed and the user is signed in with the correct Business Central account. Try refreshing the connection one time.

https://learn.microsoft.com/en-gb/dynamics365/business-central/across-work-with-excel

Hope this answer will help you!

Regards,
Mansi Soni

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