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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Configuration lookup v...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Configuration lookup values not populating in Excel Add-In

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Posted on by Dax 22

Hi All,

Try to export the data from customization table and entity , The data are exporting in excel. 

Connect with excel Add-in, the inserting record is in excel.

Issues: When we try to add new record in excel, some fields are not showing lookup values.

5841653.PNG

Some fields are showing lookup values.

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I have the same question (0)
  • Suggested answer
    GirishS Profile Picture
    GirishS 27,829 Moderator on at

    Hi Dax,

    For some fields it will automatically show lookup based on some conditions - If you want a lookup for all the required fields you need to add a relation with respective data entities.

    Refer to the below blog.

    Lookup - Open in excel

    Thanks,

    Girish S.

  • Suggested answer
    Dax Profile Picture
    Dax 22 on at

    Hi Girish ,

    Thanks for your reply.

    Yes, already given relation. but not working.

    136016.PNG

  • GirishS Profile Picture
    GirishS 27,829 Moderator on at

    After adding relation have you updated the staging table - Just right click the staging table - Select update staging table - Build the project and check. If still doesn't work means try " refresh entity list" on data management.

    Also on the relation property set the Validate property to No and check.

    Thanks,

    Girish S.

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