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Suggested answer

Export to Excel - Refresh is not enabled

Posted on by 5

I am new to Dynamics AX and I am trying to create Excel reports for a Client which can be refreshed by them later. From the product documentation I found this feature but I am unable to Refresh the data after I export to Excel. I made sure that these setting are in place. 

  1. Click File > Tools > Options.>  Miscellaneous > Workbook supports refresh field. If it is set to When possible, 

  2. Remote Desktop session exports to: field is set to Client Excel 

The export works and opens up fine but I am unable to 'Refresh' not can ADD/Modify any fields. Please let me know what am I missing here.

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  • MGodha Profile Picture
    MGodha 5 on at
    RE: Export to Excel - Refresh is not enabled

    I apologize in advance for the basic questions as I am very new to AX. So If I am trying to export and Refresh the "AR Open Customer Invoices" List, how do I know which document/query to add to the Document Data sources. Could you please give me some steps from start to end.

    Really appreciate you time and inputs.

  • Suggested answer
    RE: Export to Excel - Refresh is not enabled

    I believe this is what Andre is referring to - docs.microsoft.com/.../configure-document-management

    That step links to docs.microsoft.com/.../set-up-integration-with-microsoft-office-add-ins

    Thanks

  • MGodha Profile Picture
    MGodha 5 on at
    RE: Export to Excel - Refresh is not enabled

    Wasn't aware that we need to do that for Excel Add in as well. Its not mentioned in the product Documentation for Add-In as well. I only know that it should be done for Queries built in AOT.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,696 Super User on at
    RE: Export to Excel - Refresh is not enabled

    Hi MGodha,

    It has been a long time ago for me and currently I have no machine available to check it.

    A guess: Did you setup the tables on the Document data sources? (Organization administration > Setup > Document management)

  • MGodha Profile Picture
    MGodha 5 on at
    RE: Export to Excel - Refresh is not enabled

    Yes I have. I can see the 'Dynamics AX' Menu option in the Excel's Ribbon.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,696 Super User on at
    RE: Export to Excel - Refresh is not enabled

    Hi MGodha,

    Have you installed the Office add-in? You can find this on the Dynamics AX 2012 setup media: docs.microsoft.com/.../using-the-microsoft-dynamics-ax-add-in-for-excel

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