Transactions query to Excel Dynamics Add-In

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Posted on by Adriaan Van Nuffel

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Hi, We're using Ax 2012 R3.

I'm trying to get the query "Inventory management > Inquiries > Transactions > Transactions" in Excel with the Dynamics Ax Add-In for Excel.

So I'm trying to find out which "Organisation Administration > Setup > Document Management > Document Data Source" I need to set up for this. How do I do this? Which query is to be used?

I tried pressing CTRL+F3 in the Transactions form, and I saved the query under a custom name, but I don't find this name back under the Document Data Sources.

I also tried looking under "Personalize ..." in the Transactions form, but I don't understand what the query used is. Any suggestions?

Much obliged!

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Adriaan Van Nuffel 391 on at

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Nevermind - I sort of found out.

First I set the option "Workbook supports refresh" to "When possible" (in File > Tools > Options).

Then I pull the info to Excel with CTRL+T.

The fields are now updateable with the Ax Dynamics Add-In.

(Thanks to Murray Fife https://atinkerersnotebook.com/2013/10/11/using-export-to-excel-in-dynamics-ax-to-create-reporting-data-sources/ )

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