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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Export leave data to E...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Export leave data to Excel

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Posted on by LenCo_89

Hi all

For a client, we have uploaded all sick leave (and other leave types) in D365.
Now the client wants to export the data to excel to create specific reports. We have the following problem:
The export to Excel is very slow and fails in some situations, the reason: too much data.
For example: if you export a sick period of 1 year, you get 365 lines in Excel....

I tried to find an entity with a start and end date so it becomes 1 line, but I didn't find anything....
Anyone an idea how to tackle this problem?

Thanks in advance!

I have the same question (0)
  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,254 Most Valuable Professional on at

    Hi There,

    did you check leave and bank transaction entity?

  • huijij Profile Picture
    huijij 19,813 on at

    Hi LenCo,

    Can you tell us how you exported it?

  • LenCo_89 Profile Picture
    LenCo_89 on at

    No start- & end date in this entity

  • LenCo_89 Profile Picture
    LenCo_89 on at

    Hi Judy

    I try to create the file via workbook designer (part of Office integration).

  • JJanina Profile Picture
    JJanina 17 on at

    Hello,

    How did you upload all the Leaves in D365?

  • LenCo_89 Profile Picture
    LenCo_89 on at

    Via excel import

  • JJanina Profile Picture
    JJanina 17 on at

    What Data Entity did you use? Are the imported leaves approved and reflected in the Leave balance?

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,254 Most Valuable Professional on at

    You need to use date as from and to date.

    Use excel and get data from dataverse connector using leave and bank transaction entity

  • LenCo_89 Profile Picture
    LenCo_89 on at

    Hi Parag

    Thanks for the answzer. But I did not see the date as from and to date in this entity

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,254 Most Valuable Professional on at

    There is only one date which you can use as a parameter for from and to date.

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