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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to determine which...
Finance | Project Operations, Human Resources, ...
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How to determine which tables extract data from (SQL connection in Excel)

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Posted on by Mathias Laursen 5

Hello everyone,

I hope this is the proper place to ask this question, otherwise I apologize.

It's a somewhat basic question, but I'm unable to find an answer to it. 

I'm trying to extract data from AX into Excel by connecting to the AX SQL-server within Excel. I'm able to establish a connection to the SQL-server and see all the available AX data. My difficulty however lies in determining, which of the available tables in the established connection I'm supposed to extract data from? 

After all, there're >5000 tables and a ton of data; Suppose therefore I'd like to see the balance of all ledger accounts; How would I as an AX user be able to determine the name of the table within my SQL-connection, from which I'd need to extract data from? 

pastedimage1656673644521v1.png

I hope my question makes sense. 

  • Suggested answer
    RodRodriguez Profile Picture
    RodRodriguez on at
    RE: How to determine which tables extract data from (SQL connection in Excel)

    Howdy Mathias,

    So, what you would need to know is what entity (table) is the ledger balance a part of?  Then you would look in that table to find the field that has that data

    In the following picture for example the dbo.account is the account entity, and if you were to open it up you would see the fields for that entity

    pastedimage1657117119640v1.png

    Here is a Microsoft Document page talking about the tables

    https://docs.microsoft.com/en-us/dynamicsax-2012/developer/tables-overview

    And here is a third party webpage that talks about getting SQL data from Dynamics
    https://microsoft-business-applications.hcltech.com/dynamics-365/use-sql-to-query-data-from-cds-and-dynamics-365-ce/

    Hope that helps you find what you are looking for!

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