Small and medium business | Business Central, N...

Business Central - No data connection to ExcelTemplateBalanceSheet-How to correct?

(0) Share

Report

Posted on by chicadeaqua

I am able to create and run reports just fine using Account Schedules.

However, I notice we also have a "Reports" area on the main screen under "Actions".

The "Financial Statements" work fine.

The "Excel Reports" do not. I would think this would just be the excel version of the Financial Statements, but when I run any of the statements, this seems to require a data connection, and there is not one set up.

How do I connect the data so I can utilize these excel reports?

Here's where I'm running the Excel Reports:

4666.pastedimage1661289528772v2.png

And here's what I get for the Balance Sheet - no data - I assume due to no connection:

2018.pastedimage1661290208382v3.png

All responses (4)

Answers (0)

Suggested answer

Marco Mels on at

Like (0)

Report

RE: Business Central - No data connection to ExcelTemplateBalanceSheet-How to correct?

Hello,

If you do not get further traction from the community, feel free to raise this issue to Microsoft via your partner or CSP.

Thanks.
Martin Dráb 234,658 Most Valuable Professional on at

Like (0)

Report

RE: Business Central - No data connection to ExcelTemplateBalanceSheet-How to correct?

Moved from Dynamics 365 Finance Forum to Dynamics 365 Business Central Forum.
chicadeaqua 37 on at

Like (0)

Report

RE: Business Central - No data connection to ExcelTemplateBalanceSheet-How to correct?

More info on this - when I look at the second tab in the workbook, I see data, basically the chart of accounts with balances, so data is definitely coming through, it's just not populating the first tab, which is the actual report. When I click on the Microsoft Dynamics data connector, I see there is a connection...so I just don't understand why the report doesn't have data:

Here's the excelTemplateTrialBalance report:
chicadeaqua 37 on at

Like (0)

Report

RE: Business Central - No data connection to ExcelTemplateBalanceSheet-How to correct?

A little more info - On the 2nd tab of the workbook, there is data, in a table...when I run the Exceltemplatetrialbalance report, I get basically just the chart of accounts with the current balances. So data is coming through, it's just not populating the report on the first tab.

Any ideas as to why this would be blank?: