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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.
Click File > Tools > Options.> Miscellaneous > Workbook supports refresh field. If it is set to When possible,
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.
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
Yes I have. I can see the 'Dynamics AX' Menu option in the Excel's Ribbon.
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)
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.
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
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.
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