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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / get data form AX and i...
Finance | Project Operations, Human Resources, ...
Suggested answer

get data form AX and insert in to EXCEL in AX 2012 r3

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Posted on by @rp@n 5,901

Hi all,

I wants to get data form AX and insert in to EXCEL. Customer wants report in to excel.

Kindly any one having code sample of excel, which supporting like

1. Enum field

2. Date field

3. Real field

4. need to pass Currency symbol with amount and

5. Permission checking ( means suppose if i put that file in server in particular directory  and when user going to access that file, if they have permission , than it's ok else should throw an error like 'Don't have permission to access the path...

Please give me more shed on this.

Thanks!

  • nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: get data form AX and insert in to EXCEL in AX 2012 r3

    As Martin said, please describe your actual business requirement. Otherwise we can't know what you mean by "everything" when asking "how can we achieve everything on Data entity?"

    In your initial question you didn't mention any dialogs, you only mentioned which data types you want to use.

    Gathering the functional requirements is mandatory before starting to design a technical solution.

    By the way, since you mentioned reports, it's good to mention that you can export reports to Excel, too.

  • Martin Dráb Profile Picture
    Martin Dráb 230,214 Most Valuable Professional on at
    RE: get data form AX and insert in to EXCEL in AX 2012 r3

    Are there other things that you didn't tell us? Please start from the beginning and tell us what you're trying to achieve. That's much more important than any implementation details.

  • @rp@n Profile Picture
    @rp@n 5,901 on at
    RE: get data form AX and insert in to EXCEL in AX 2012 r3

    Nikoloas, kindly let me know how we can achieve everything on Data entity?

    when user going to run report, it will open dialog to select parameters.

    is this possible in data entity?

  • Martin Dráb Profile Picture
    Martin Dráb 230,214 Most Valuable Professional on at
    RE: get data form AX and insert in to EXCEL in AX 2012 r3

    Restricting yourself to a single technical solution doesn't sound like a wise idea - you should really consider other options such as the Excel Add-In and EPPlus.

    If you've already decided how to do it, then what do you want from us?

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: get data form AX and insert in to EXCEL in AX 2012 r3

    If you already have decided the technical solution, then I think you can find examples by a web search. Did you try? I guess you already know SysExcelApplication at least somehow (since you were able to determine that it's the best tool for your job).

    My recommended approach would be to create a data entity.

  • @rp@n Profile Picture
    @rp@n 5,901 on at
    RE: get data form AX and insert in to EXCEL in AX 2012 r3

    See Nikoloas,

    i want to use SysExcelApplication class to do this report. i have total 50 columns to display and data will come from multiple tables.

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: get data form AX and insert in to EXCEL in AX 2012 r3

    So you have two requirements:

    1) Export data from AX to Excel

    2) Don't let users access files in a folder where they don't have permission

    For 1 you can use Data Import Export Framework (DIXF). If you find some suitable entity, no development needed. Otherwise you need to develop an entity.

    There are also other ways to export data from AX to Excel. For example on all ListPage forms you have button for exporting to Excel. No development needed.

    For 2, it has nothing to do with AX. If your users don't have access to folder X, then they can't access the files on that folder. No development needed. And if they would try to access that folder they would get an error message.

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