web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Business Central forum / Pulling Sales Invoice ...
Business Central forum

Pulling Sales Invoice Line Items into Excel from BC Web Service

(0) ShareShare
ReportReport
Posted on by Derek Bollig

Is it possible to pull Sales Invoice Line Items into Excel from Web Service in Business Central? Would this require custom code?

Categories:
Reports and Business Intelligence
I have the same question (0)
  • Suggested answer
    Krzysztof Bialowas Profile Picture
    Krzysztof Bialowas 500 on at
    RE: Pulling Sales Invoice Line Items into Excel from BC Web Service

    Hi,

    There is possibility. Here are steps how to do so:

    1. Go to web services and add new web service. You can either use Query 102. It is based on Value Entries of type of Sales Invoice. Or you can create new page which will have all fields which are on Table Sales Invoice Lines - I do not know if this Query will be enough for you.

    2019_2D00_04_2D00_23-18_5F00_32_5F00_25_2D00_ItemSalesByCustomer-_2D00_-Power-Query-Editor.png

    2. Go to excel and In Data Tab choose Get Data -> From Other Sources -> From Web. 

    2019_2D00_04_2D00_23-18_5F00_28_5F00_57_2D00_Program-Manager.png

    3. Put A URL as in field OData V4 URL. Note: Excel can ask you for authentication. 

    4. The Query Editor will be open. Click first on List

    2019_2D00_04_2D00_23-18_5F00_31_5F00_30_2D00_ItemSalesByCustomer-_2D00_-Power-Query-Editor.png

    5. You will see list of records. Click Action To Table and then OK

    2019_2D00_04_2D00_23-18_5F00_32_5F00_25_2D00_ItemSalesByCustomer-_2D00_-Power-Query-Editor.png

    6. Click on the Columns to choose columns

    2019_2D00_04_2D00_23-18_5F00_33_5F00_25_2D00_ItemSalesByCustomer-_2D00_-Power-Query-Editor.png

    7. You will see all columns with Values. Then Click Close & Load to get data to excel

    2019_2D00_04_2D00_23-18_5F00_34_5F00_32_2D00_ItemSalesByCustomer-_2D00_-Power-Query-Editor.png

    Here is the result: 

    2019_2D00_04_2D00_23-18_5F00_35_5F00_10_2D00_Book6-_2D00_-Excel.png

    Hope this helps.

    Best regards,

    Krzysztof

  • Suggested answer
    Joe B. Profile Picture
    Joe B. 60 on at
    RE: Pulling Sales Invoice Line Items into Excel from BC Web Service

    If you register a Popdock account, you can use the Excel Add-in and without logging into Business Central or Popdock, immediately import the report that you setup in Popdock like the Sales Invoice Line Items.  Basically each web service you create is a list in Popdock and you can get all that data into Popdock or Excel if you wanted.

    excel_5F00_add_2D00_in.jpg

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans