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Finance | Project Operations, Human Resources, ...
Answered

Excel Ax Add in does not extract all records of the table

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Posted on by 25

In Excel 365, I'm using the Dynamics AX add in to import data from a custom AX table that contains accounting informations.

To do so, I have created the custom table, created a view on that table, and created a Query with the view.  There is no range selection neither on the view, and the Query, to be able to import all records in Excel.

I have defined that Query in AX Document Data Source to be able to import the data using the AX add in.

In the custom table, there is 10 records.  When I import the data using AX add in, only 8 records are imported in Excel.  There is no Filter defined in Excel.

I don't understand why it's not all records that are imported.

The view and the Query display the 10 records when I open then in AX so I don't think there is a problem with them.

I did a test in Excel where I import this table using a standard connection (without using AX addin) and all records are imported.

Is there any security done by the AX add in ?

If you have any ideas, it will be appreciated.

Thanks.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,109 Super User 2025 Season 2 on at

    Hi Jeanr,

    Does the custom view show all records in a table browser?

  • Jeanr Profile Picture
    25 on at

    Hi André,

    Yes, it does.

  • Sergei Minozhenko Profile Picture
    23,093 on at

    Hi Jeanr,

    Do you know if all records are in the same company?

  • Jeanr Profile Picture
    25 on at

    Hi Sergei.  

    Yes, they are all in the same company.

  • André Arnaud de Calavon Profile Picture
    301,109 Super User 2025 Season 2 on at

    Hi Jeanr,

    Can you track back which exact record(s) are not present in Excel? If the contents of the table is not sensitive, would it be an option to share a screenshot of the form with this table and the Excel file?

    In this new data entity, did you add coding on some override methods?

  • Jeanr Profile Picture
    25 on at

    Hi André,

    Here are the 10 records that are supposed to be imported in the Excel.  The 2 lines that are not imported are the lines with the -72,00 $ in yellow

    Transactions-1.png

    Here are the orther fields of the transactions:

    Transactions-3.png

    Transactions-4.png

    Transactions-5.png

    This file has no overwritter method, there is only custom methods:

    2313.table.PNG

    Here are the 8 records that are imported in the Excel file:

    0576.Excel1.PNG

    2022.Excel2.PNG

    Excel3.PNG

    Excel4.PNG

  • Jeanr Profile Picture
    25 on at

    Hi André,

    I just realized that the problem is related to the ledger account field in the table.  The field LedgerAccount has the EDT DimensionDisplayValueLTR. 

    When I remove this field from the view used in the Query, all records are extracted in Excel.

  • Verified answer
    Jeanr Profile Picture
    25 on at

    The problem is solved.  I changed the EDT of the field LedgerAccount from DimensionDisplayValueLTR to DimensionDisplayValue and everything works fine.  

    Thanks for your help.

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