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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Edit In Excel: Change ...
Small and medium business | Business Central, N...
Answered

Edit In Excel: Change default columns?

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Posted on by EGMX 41

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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  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather Microsoft Employee on at

    There is some discussion on this topic here

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

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 102,361 Super User 2026 Season 1 on at

    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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