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Finance | Project Operations, Human Resources, ...
Answered

D365 FO Excel Open as Pivot Table by default

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Posted on by 87

Hello,

I have a class where I generated an excel workbook that has data derived from a datasource. Is it possible to have the excel open by default as a Pivot Table as per the example below instead of the user having to do it manually?

Thank you.

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I have the same question (0)
  • Verified answer
    huijij Profile Picture
    19,811 on at

    Hi Anthonymgy,

    Do you mean creating pivot tables through code implementation? I'm afraid not.

  • Verified answer
    GirishS Profile Picture
    27,833 Moderator on at

    Hi Anthonymgy,

    You can filter fields in the open in excel while exporting - But you cannot open excel with pre-defined pivot table.

    I cannot confirm that this is not achievable, but it requires more R&D to achieve the same.

    Thanks,

    Girish S.

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