Add Additional Dynamics AX Fields to Worksheets After Exporting to Excel

Add additional Dynamics AX fields to worksheets after exporting to Excel

Add additional Dynamics AX fields to worksheets after exporting to Excel

Exporting to Excel from Dynamics AX is probably one of the most used features for all of the do-it-yourselfers out there because once the data is in Excel you can create your own reports, dashboards, and analysis in a tool that we are all very familiar with.

But just because Dynamics AX exports the fields that are showing on the form does not mean that you have to settle for that data.  Using the Dynamics AX Add-In for Excel, you can see all of the fields that are available within the table or query from Excel and add in new columns on the fly, making your Excel queries even more useful.

HOW TO DO IT

Start off by finding the query within Dynamics AX that you want to use, and then click on the Export to Excel button in the ribbon bar.

20131114.1

When the worksheet is created within Excel, click on the Fields button in the Design group of the Dynamics AX ribbon bar.

20131114.2

This will show you the field explorer panel, and you will be able to see all of the related fields that you can also add to the worksheet.  Just drag the fields over to the worksheet to use them.  In this case I just pulled over the Net amount field.

20131114.3

HOW IT WORKS

Now you can click on the Fields button again to return to Edit mode, and then click on the Refresh button within the Data group of the Dynamics AX ribbon bar, and you will now see all the fields, including the new ones that you added are updated in the worksheet.

20131114.4

Advertisements
4 comments
  1. Thomas said:

    Hi Murray,

    I find your tip of the day very interesting. I can’t get this one to work since the fields button is grey and not accessible. I’ve tried to manually connect to AX, then I’m able to add data from AX, but I still don’t get access to the fields button.
    Any tip?

    Regards,

    Thomas (Norway)

  2. Hi,

    Same problem. the fields button is grey, and the Publish button also. Normally I can export, change the data, and import. But not possible. The button still stay gray.

    Any configuration to do?

    Regards,

    Stéphane (Belgium)

    • Stéphane, do you have administrator rights on the system. The publish option is only available to an administrator – to save the users from themselves. Murray.

      • stephane.georges@memotek.com said:

        Yes I have

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: