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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Excel Add-in, We have ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

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Posted on by Siddhant Singh 510

Hi All,

Filter values for JournalBatchNumber is not getting populated when the excel is loaded and due to this the filter is not working. Users need to put this value manually to see the excel work properly.

Note: We are using custom template.

6712.pastedimage1683643064365v1.png

3806.pastedimage1683643249292v2.png

4520.pastedimage1683643788954v1.png

Please help me in getting this fixed. What is the solution to fix this issue.

User requirement like the below:

1614.pastedimage1683644200403v1.png 

Regards

Siddhant Singh

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,245 Super User 2025 Season 1 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi Siddhant,

    I had a look at some more details now. If the lookup is not working, provide a list of fields on the field group Auto lookup for the entity which you would like to use as a lookup.

    I also had to enforce the lookup with some coding. You can find an example of the coding on the data entity CurrenyEntity which uses a lookup to CurrencyISOCodeEntity.

        /// 
    /// This method will provide lookup values for the CurrencyCode field.
    /// 
    /// The array of field information received from the Office app.
    /// A serialized result string that can be interpreted by the Office app.
    [SysODataActionAttribute('CurrencyEntityCurrencyCodeCustomLookup', false),
     SysODataCollectionAttribute('_fields', Types::String),
     SysODataFieldLookupAttribute('CurrencyCode')]
    public static str currencyCodeCustomLookup(Array _fields)
    {
        OfficeAppCustomLookupRelationResult result = new OfficeAppCustomLookupRelationResult();
        result.entityName(ExportToExcelMetadataCache::getEntity(tableStr(CurrencyISOCodeEntity)).PublicEntityName);
        result.fieldName(fieldStr(CurrencyISOCodeEntity, ISOCurrencyCode));

        str resultString = result.serialize();
        
        return resultString;
    }

  • Siddhant Singh Profile Picture
    Siddhant Singh 510 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi All,

    Do any one has any idea regarding this issue? How to fix this issue?

    Regards

    Siddhant Singh

  • Siddhant Singh Profile Picture
    Siddhant Singh 510 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi Andre, 

    Do I need to write any code to achive my scenario?  Is this scenario is possible or not? 

    Regards

    Siddhant Singh

  • Siddhant Singh Profile Picture
    Siddhant Singh 510 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi Andre,

    Yes, I did the build and sync.

    Do i need to change anything on template as well?

    Regards

    Siddhant

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,245 Super User 2025 Season 1 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi Siddhant,

    Did you synchronize the database after the build with this change?

  • Siddhant Singh Profile Picture
    Siddhant Singh 510 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi Andre Arnaud de Calavon ,

    Thanks for the reply

    I have created a relation with LedgerJournalHeaderEntity but the value is not getting populated. Is anything else I am missing?

    pastedimage1683733716177v1.png

    Regards

    Siddhant Singh

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,585 Super User 2025 Season 1 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi Siddhant,

    Like Andre already mentioned, you need to use "Ledger journal table" and "Journal lines" for the custom template. CDS table is not actual in this scenario. For filter, you need to use "Ledger journal table"

    pastedimage1683717509821v1.png

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,245 Super User 2025 Season 1 on at
    RE: Excel Add-in, We have custom Entity which is used to get the date on Excel. In the filter, filter value is not populating.

    Hi Siddhant,

    To be able to have a lookup on the values, the custom entity would need to have a relation with the data entity with the general journal headers.

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