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Finance | Project Operations, Human Resources, ...
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Data entity Export(Add lookup)

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Posted on by 9,023 Super User 2025 Season 2
Hi All,
 
I exported projects using Excel Add in's. Is it possible to add lookup to project group field to choose its value from Excel and Can I make it changes based on project type?
 
I have the same question (0)
  • GirishS Profile Picture
    27,827 Moderator on at
    Data entity Export(Add lookup)
    Hi Waed,
     
    Are you referring to Open in excel?
     
    Thanks,
    Girish S.
     
     
  • Waed Ayyad Profile Picture
    9,023 Super User 2025 Season 2 on at
    Data entity Export(Add lookup)
    Hi Grisihs
     
    Yes, Iam referring to Open in excel?
  • André Arnaud de Calavon Profile Picture
    300,716 Super User 2025 Season 2 on at
    Data entity Export(Add lookup)
    Hi Waed,
     
    It is possible to link a data entity to act as a lookup for the project groups. This would require some development work. Note that this will not have dependency on any other field in the Projects entity. Lookups based on other fields from the entity are not supported using OData. You can have such experience in the Dynamics 365 F&O client itself only.
  • Waed Ayyad Profile Picture
    9,023 Super User 2025 Season 2 on at
    Data entity Export(Add lookup)
    Hi Andre,
     
    Yes, I added code to make project group open as lookup on Excel Add in, but I am not able to filter return data based on selected group type. Is there any MS that prove this case?
     
    Regards,
    Waed
  • André Arnaud de Calavon Profile Picture
    300,716 Super User 2025 Season 2 on at
    Data entity Export(Add lookup)
    Hi Waed,
     
    Like mentioned, the filtering based on Excel values in other columns is not working with OData. The lookup is not aware of any value present in Excel. 

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