Finance | Project Operations, Human Resources, ...

Excel Add-in - Is there a way to filter for multiple values?

(2) Share

Report

Posted on by Supp

Hello,

I'm wondering if there's a way to filter for multiple values in the excell Add-in

example: let's say we need to change policy and primary vendor, on 12 items.

In the addin filters there's no "is one of" option.

I've also tried using equal and separate items like 'item1', 'item2' etc or using semicolon but had no luck.

I know I can just leave the filter in the addin and then filter later with excel, but that causes to read all the items for that company and really seems a waste of resources.

It's also a lot slower

Any ideas?

Am I missing something or the feature is just not there?

Seems preatty easy to implement microsoft's side.

All responses (3)

Answers (0)

Suggested answer

Adis 3,612 Super User 2025 Season 1 on at

Like (0)

Report

Excel Add-in - Is there a way to filter for multiple values?

Hey,

Unfortunately thats not possible.

I would suggest the following features, depending on your scenario\requirement:

1.: Excel Add-in

For smaller changes, use the excel add-in. As you can see, its limited, but designed for users to use it

2.: DMF

For bigger changes, you may consider the Data export\import framework. A bit of setup is necessary here, so it pays off if it is a tasks that you will be doing periodically. Changing the data is based on your input and not on a logic\algorithm,

Data import and export jobs overview - Finance & Operations | Dynamics 365 | Microsoft Learn

D365: How to Export/Import data through Data Management Framework (DIXF, DMF) (dynamics.com)

3.: Custom scripts

Coding is necessary, but you can do it without downtime or a necessary release. If the logic\algorithm is still valid, you can re-use it multiple times - although you need to do it from different companies

Run custom X++ scripts with zero downtime - Finance & Operations | Dynamics 365 | Microsoft Learn

Kind regards, Adis
Suggested answer

Jose Azevedo 4 on at

Like (0)

Report

Excel Add-in - Is there a way to filter for multiple values?

This option is not available.

I suggested as a new Idea to be implemented by MSFT in one of the next version.

If you agree, please vote here https://experience.dynamics.com/ideas/idea/?ideaid=a7009be7-6c44-ef11-b4ac-6045bdb1d100

Same idea was proposed when connecting with D365 Business Central. If you agree, please vote here -> https://experience.dynamics.com/ideas/idea/?ideaid=df6677a1-6c44-ef11-b4ad-6045bdb983a7

Thanks
Suggested answer

GirishS 27,825 Moderator on at

Like (0)

Report

RE: Excel Add-in - Is there a way to filter for multiple values?

Hi Supp,

I don't think you have option to filter multiple values on one column. There is no "is one of" filters available in excel as you already said. Only way will be using the excel filters where you can select the required item numbers - Update the data - Remove the filter - Publish the data.

Thanks,

Girish S.