Edit In Excel: Change default columns?

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Posted on by EGMX

Hi everyone. I've run into a bit of a conundrum: I'm aware you can add columns to a table by using Edit in Excel. Similarly, I'm aware some columns are hidden by default and you can choose to reveal them through the "Design" option in the connector. However, is there a way I could manually determine which columns are shown by default? What if a couple of my dimension values are hidden that I regularly want to fill out in Excel? Is there a property that I could assign or option that I could change that would make them always show up to anyone who downloaded the file?

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YUN ZHU 73,171 Super User 2024 Season 2 on at

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RE: Edit In Excel: Change default columns?

Hi, As far as I know, the Edit in Excel function has nothing to do with the fields displayed on the page, so we cannot specify the required fields before exporting.

We can only show or hide some fields after export.

But this Excel should be reusable, you can directly share the organized Excel file with other users, it should be able to solve this problem.

PS: Before exporting, we can specify filters.

https://yzhums.com/22941/

Hope this helps.

Thanks.

ZHU
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Andy Sather on at

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RE: Edit In Excel: Change default columns?

There is some discussion on this topic here

community.dynamics.com/.../how-to-edit-gl-journal-template-in-d365-financials