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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Data Export for Curren...
Finance | Project Operations, Human Resources, ...
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Data Export for Current & Past Employees including Positions

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Posted on by theresay@etco.co.nz 28

Hello, 

1. Is there a way to export data on current and past employees including their positions? I can't find a way to include past apprentices and their positions.

2. Is there also a way to export fields from different tables into one excel workbook? For example I want to have one excel table that combines Employee number, name, start date from the 'Employee V2' table and then also have data on each employees position, position type, department number, job from the 'Positions V2' table and then the name of department from the 'departments' table.

Thanks!

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Data Export for Current & Past Employees including Positions

    In that case, you get historical data using personnel actions?

  • theresay@etco.co.nz Profile Picture
    theresay@etco.co.nz 28 on at
    RE: Data Export for Current & Past Employees including Positions

    Yes when creating positions

  • Parag Chapre Profile Picture
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Data Export for Current & Past Employees including Positions

    Are you using personnel actions for Positions?

  • theresay@etco.co.nz Profile Picture
    theresay@etco.co.nz 28 on at
    RE: Data Export for Current & Past Employees including Positions

    Thank you Parag. Do you know if historcal data is stored for employee positions? eg. I would like to export a list of employees and all the past positions they have had and date duration of when they held this position.

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Data Export for Current & Past Employees including Positions

    Hi Theresa,

    There is no direct way, but you can export data for all workers, positions, worker positions assignment and make Vlookup in excel.

    Another way, use Power query in excel and make a join on above tables and get all data.

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