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Finance | Project Operations, Human Resources, ...
Suggested Answer

Ax data export to excel and save in particular directory

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Posted on by 30

Hi All,

Can you please let me know , i have required to fetch data from AX and EXPORT to excel through CODE and need to save in particular directory with file name.

Criteria --

Dialog --

From date

To date

Vendor code

Vendor group

Please give me more shed on this.

Thanks!

I have the same question (0)
  • Martin Dráb Profile Picture
    237,965 Most Valuable Professional on at

    First of all, why do you want to write custom code for it? Doesn't DIXF already have all the features?

  • @rp@n Profile Picture
    30 on at

    Customer wants report (NOT SSRS) in excel directly. which saved in particular directory.

    I preferred Job or class to do this...

    Please give me more shed on this

  • Suggested answer
    Jay Barot Profile Picture
    1,502 on at

    Hi Arpan,

    for lookup field job will not work better to use class to generate excel.

  • @rp@n Profile Picture
    30 on at

    Sure, i will use class

    Can you please give me the sample code please

  • Martin Dráb Profile Picture
    237,965 Most Valuable Professional on at

    What exactly do you mean by a report? You said what it shouldn't be (= built with SSRS), but not what it should.

    Also note that you didn't answer my first question.

  • @rp@n Profile Picture
    30 on at

    They gave the report format. that i need to show directly in excel.

    means when user run this report from menu item, it will open dialog , then user will  fill from date and to date and press ok.

    then customer wants those data in to EXCEL DIRECTLY and save in particular directory.

    i hope you understand now

  • Martin Dráb Profile Picture
    237,965 Most Valuable Professional on at

    Then your first step should be evaluation how you can build the report. Maybe you can use SSRS, maybe Excel Add-In, maybe you can design an Excel template and populate it with data on some way, maybe you need building the whole document in code and so on.

    If - which is not clear at all at the moment - you find out that you must do it all from code, choose the API and then use your favorite search engine to learn how to use it. Consider especially SysExcelApplication (X++) and EPPlus (.NET). for instance.

    If you run into a problem, come here and explain your particular problem.

  • Suggested answer
    Jay Barot Profile Picture
    1,502 on at

    Hi Arpan,

    Please go to this link to have overview on code www.theaxapta.com/.../how-to-readwrite-excel-file-through-x.html

  • @rp@n Profile Picture
    30 on at

    Yes martin,

    i preferred sysexcelapplication

    please give me the sample code

  • Suggested answer
    Jay Barot Profile Picture
    1,502 on at

    Hi Arpan,

    Below link may help you in detail community.dynamics.com/.../dynamics-ax-code-to-read-write-data-to-excel

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