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Microsoft Dynamics AX (Archived)

Give the user a view with an editable query underneath.

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Posted on by 1,087

Hi everyone,

I often receive the request to give the user an organised set of data to be exported to an Excel spreadsheet.

BY NOW:

The quickest way to do this is making a query (with ranges, grouping and whatever..) and use it as datasource in a view. Then I export the data from the view to Excel and i give the spreadsheet to the user. But all this word is always on my desk and I have to work on the AOT each time... 

MY WISH:

I would like to find a way to give the user the facility to open this interrogation straight from a menu, change the query by his needs (even adding tables to the query that populates the result if possible) and then launch it to get a form grid filled with data ready to be exported to Excel.

POSSIBLE SOLUTION:

I would use a RunBaseBatch class with a query object:

-User sets up the query and clicks OK on the class prompt dialog

-The run method of the class populates a table "MyTable" with data (one field of the table identifies the user who has launched the class, so concurrent runs are managed)

-The class eventually opens a form which has "MyTable" table as datasource.

Now my questions are:

Is there some standard class or form which does this job in a similar way? 

The SQL group by clause is managed correctly or there is some exception I should be aware of before starting?

Thank you in advance for the patience to read all this.

I hope you can give me some hints about this.

Regards

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I have the same question (0)
  • Martin Dráb Profile Picture
    238,751 Most Valuable Professional on at

    It might be easier if you generate a CSV file and open it in Excel, instead of writing data to a table and opening a form.

  • vv1984 Profile Picture
    1,087 on at

    This could be a solution, but I would like to give the users the most straightforward process possible. They feel not so confident with text data import on Excel...

    Isn't there a way to give them chance to setup ranges of a query and open a grid form with data?

    Thank you very much

  • Suggested answer
    Martin Dráb Profile Picture
    238,751 Most Valuable Professional on at

    I thought that opening an Excel spreadsheet directly would be more straightforward than opening a form and letting users to do the step for exporting data from AX form to Excel. But I obviously don't know your specific requirements.

    The way you decided to implement can be done, but there is nothing like that out-of-the-box. Nevertheless look at DEV_QueryBrowser for inspiration.

  • vv1984 Profile Picture
    1,087 on at

    I see. So there's nothing standard (an extraction of invoices, salesLines or whatever) which shows the user a query which can be edited a bit (ranges mainly) and then shows the result in a grid?

    Thank you

  • Suggested answer
    Martin Dráb Profile Picture
    238,751 Most Valuable Professional on at

    You can modify queries of (almost) all forms. If you have a list of invoices that shows what you want, press Ctrl+F3 and set any filters you like.

    I thought you wanted something that would generate a form from your query, which is a very different problem.

  • vv1984 Profile Picture
    1,087 on at

    I'll try to explain it better.

    The queries I need to give my users aren't already available on standard forms. And there is no form whose query can be edited with Ctrl+F3 to achieve that.

    So I'm trying to build a solution for this. I'm just wondering if the standard Ax has some Classes which display a query to the user (as the one you see when pressing Ctrl+F3 on standard forms) and then give the user the result of that query in a grid form.

    Something I can observe to get some inspiration.. ;-)

    Thank you again

  • Sohaib Cheema Profile Picture
    49,677 Super User 2026 Season 1 on at

    are you looking for something where users can add tables by own need and by joining them as per need, develop a dynamic/run-time kind of inquiry or report or export data, based on developed query at runtime???

  • Martin Dráb Profile Picture
    238,751 Most Valuable Professional on at

    Yes, that's what I addressed in my second reply.

  • vv1984 Profile Picture
    1,087 on at

    No no, didnt mean that. That would probably made me lose my job ;-))

    I would develop a single form/class for each need. But i would like them to be able to edit the query a bit (changing ranges mostly) before launching the data extraction.

    I'm just looking for the best way to achieve this.

  • Martin Dráb Profile Picture
    238,751 Most Valuable Professional on at

    This approach was already discussed too. You can create forms and let users use Advanced filter/sort (Ctrl+F3).

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