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Microsoft Dynamics GP (Archived)

Automatic Updates of SMartList Data in Excel

Posted on by 75

I have a "What If?" manufacturing model spreadsheet that uses data from 6 different Smart Lists I export of our of GP to feed the model. Some of these exports are then PIVOTED, before VLookups on the main model page provides me the pieces I need to run the what if models. Is there a way to have Excel go out and capture these SmartLists automatically, every time I open the spreadsheet to refresh the data?

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  • Verified answer
    Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: Automatic Updates of SMartList Data in Excel

    Excel can go directly to the GP tables and access data and refresh not only each time opened but on request.  Smartlist pulls a static set of data to screen then dumps to Excel.  You should skip Smartlist and read directly from the tables.  Use an ODC connection to get the data.

    If you need detailed information, we have a book called Customizing with the Builders that explains the Excel Report Builder process.

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