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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.

  • Verified answer
    Jeanr Profile Picture
    25 on at
    RE: Excel Ax Add in does not extract all records of the table

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

    Thanks for your help.

  • Jeanr Profile Picture
    25 on at
    RE: Excel Ax Add in does not extract all records of the table

    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.

  • Jeanr Profile Picture
    25 on at
    RE: Excel Ax Add in does not extract all records of the table

    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

  • André Arnaud de Calavon Profile Picture
    293,998 Super User 2025 Season 1 on at
    RE: Excel Ax Add in does not extract all records of the table

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

    Hi Sergei.  

    Yes, they are all in the same company.

  • Sergei Minozhenko Profile Picture
    23,091 on at
    RE: Excel Ax Add in does not extract all records of the table

    Hi Jeanr,

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

  • Jeanr Profile Picture
    25 on at
    RE: Excel Ax Add in does not extract all records of the table

    Hi André,

    Yes, it does.

  • André Arnaud de Calavon Profile Picture
    293,998 Super User 2025 Season 1 on at
    RE: Excel Ax Add in does not extract all records of the table

    Hi Jeanr,

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

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