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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / connection with excel
Microsoft Dynamics NAV (Archived)

connection with excel

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Posted on by AkashaWalker 100

Hello to all

I am a Navision user NAV2009R2 but not a power user.

currently I am trying to challenge myself a bit more.

I have a list that in navision that i would like to export to excel. I now i can use the export to excel function but it's not that what i want.

i want to make in excel a connection to this list so my that is always refreshed. 

how can i do that? i would like to make a few dashboard with that information and i don't want to spend my time exporting data the create everything everydays.

I would appreciate someone that could guide me with this task.

Sofia

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  • Suggested answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: connection with excel

    Hi Akasha,

    This video about "Data Analysis using Excel-Database Queries, Filters and Pivot Tables" is useful. Good lucks!

  • AkashaWalker Profile Picture
    AkashaWalker 100 on at
    RE: connection with excel

    Hello to all

    thanks for the replies and suggestions.

    1. i don't know that is the trigger, i just know that the list is updated every 5min.

    2. i try to make the get external connection, but i can't see my list. So i believe i need to make my list as a connection from navision, maybe.

    this looks so simple, but i can't figure how to do it.

    more details are appreciated.

    Akasha

  • mmv Profile Picture
    mmv 11,465 on at
    RE: connection with excel

    Hi,

    If you want to make a connection to excel, please refer this link:

    books.google.com.sg/books;pg=PT357&lpg=PT357&dq=connection+to+excel+using+stylesheet+in+nav&source=bl&ots=p_r8hzSYdk&sig=N6EGIhGlMMPeWZFwdrM2QpcoXSk&hl=en&sa=X&ei=QwQaVdKMIMniuQSkxoLIDg&ved=0CCEQ6AEwAQ#v=onepage&q=connection%20to%20excel%20using%20stylesheet%20in%20nav&f=false

    Do you want to and fro communication between excel and NAV and realtime?

    If that's the case, what is the trigger point for the data to be updated in Excel from NAV?  Which will help me to identify where you have to write the code in NAV.

    Please try the below link also for the connectivity:-

    http://letstalknav.com/wp-content/uploads/2013/02/NAV-into-EXCEL.pdf

    Best Regards,

    MMV

  • AkashaWalker Profile Picture
    AkashaWalker 100 on at
    RE: connection with excel

    Hello Khoa.

    How can i make a new External data connection?

    I read the link you sent, but for that I must have a Navision link already established. how can i make my list or report as a External data, in a way my excel can recognize?

    Thanks for the support.

    AkashaWalker

  • AkashaWalker Profile Picture
    AkashaWalker 100 on at
    RE: connection with excel

    Hello mmv

    thank for the reply, i am inserting some pictures to explain a bit more my question.

    but is exactly what you wrote that i need. my list is updated in Navision every 5 min and upon that I want my pivot table to be updated and off course updating my dashboards.

    But i would like to know also how to query directly Navision, like sales reports!?

    thanks for your help.

    AkashaWalker

    Navision-to-Excel-export-of-a-list_5F00_Page_5F00_2.png  

  • Suggested answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: connection with excel

    Hi AkashaWalker,

    Excel Get External Data can be a solution, you can refer to this link.

    Otherwise, Jet Report is a very good tool for your requirement, and you need help from your NAV Supplier.

  • mmv Profile Picture
    mmv 11,465 on at
    RE: connection with excel

    Hi,

    If I have correctly understood your query, you want to avoid the manual process of exporting the data to excel.  My suggestion is write a code to export the data to excel and call it upon the trigger point of the data being refreshed in NAV.  I.e, upon which action you refer that the data is modified or Inserted in NAV, you may trigger the code to export to excel, so that the latest data is automatically refreshed in the excel sheet.

    If this is not requirement, pls provide some more details.

    Best Regards,

    MMV

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