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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Accounting Source Expl...
Finance | Project Operations, Human Resources, ...
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Accounting Source Explorer via Excel Data Connector / OData

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Posted on by SC-27040905-0
I would like a refreshable table in Excel that mirrors the output of the Accounting Source Explorer in the user interface.
 
I have tried looking through tables in the Excel Data Connector, and through the endpoints available via an OData connection, but I've not been able to find what I want.
 
I could (possibly) build this up from multiple tables, but I would need a table of general ledger vouchers as the basis, and I can't even find that.
 
Any pointers greatly appreciated.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,709 Super User 2026 Season 2 on at
    Hi,
     
    There is an option to export the details of the accounting source explorer to Excel. Will that also do the trick for you?
    If not, then try to check what tables and coding are used on the form and see if you can use this for creating a custom data entity. Note that the form is by default limiting data to a specific month to prevent loading all records which could be time-consuming. If you build a custom data entity and don't put any data range, it could give you some performance issues.

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