Hello Readers,
Hope you are all safe and sound!
Let’s start with write up; How to create Excel Report Layouts in Dynamics 365 Business Central?
Microsoft Learn: Use Excel to design layouts for reports:
Firstly We Need Data so Using Reports and Analysis to get data in Excel.
Search Globally “Item Prices List” check Go to Report and Analysis section.
Now click on send to….
After Show the New window And Choice Microsoft Excel Document (Data only) and Click OK
All Data Download in Excel Format.
And Open the File
In this Excel file you will see two sheets. “Data” is that contains captions and record values from your dataset.
And “Report Metadata” contains Filters and Report Properties.
Adding New sheet for layout in other sheets.
Now you can add your layout to additional tabs in the Excel file, and then you can use all of
Excel’s features, including formulas, charts, Power Query, Power Pivot, Data Insights, and more.
Click on Insert and you Show the PivotTable Click on it.
Click on OK And Create New Sheet and show the PivotTable Fields.
I add in the Filters in the UOM_SalesPrices after in Rows No_Item and ItemDesc_SalesPrices.
In Value add ItemNo_SalesPrices and Value field Click.
Set the Product and Click OK and Show the layout.
Here Now The create a new Report for Items List and Upload layout.
Now Come to the Main Picture here Create a new Report using code.
Now Build the Extension and display the created the New Excel Files In Layout Folder.
Now Save and Closed.
Now Publish the Extension and See the OUT PUT:
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