Business Central and MS Excel

Business Central and MS Excel

The most financial users in a company are very keen in MS Excel. I have seen the most impresive worksheet. And it is a very good thing to combine your Business Central with MS Excel.

In Business Central 2021 wave 2 there are also some improvements made by Microsoft. In the version before Business Central 2021 wave 2 we now that you have the options “Edit in Excel” and “Open in Excel”

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In Business Central 2021 wave 2 there is a new share icon introduces. Here you can also the “Edit in Excel” and “Open in Excel”.

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You see this share icon in list pages. But now also on the fasttab Lines:

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But there is more 😊. Before Business Central 2021 wave 2 the handling of Editing and exporting in Excel was done by the platform. But in Business Central 2021 wave 2 Microsoft have bring it to the system app:

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So when you look into codeunit “EditInExcel.Codeunit.al” there are three functions you can use:

  • EditPageInExcel(PageCaption: Text[240]; PageId: Text; Filter: Text)
  • EditPageInExcel(PageCaption: Text[240]; PageId: Text; Filter: Text; FileName: Text)
  • GenerateExcelWorkBook(TenantWebService: Record “Tenant Web Service”; SearchFilter: Text)

With these functions you can create an “Edit in Excel” for each page you want. In the backend it will create a webservices for you (function FindOrCreateWorksheetWebService in codeunit 1482 “Edit in Excel Impl.”).

So if there is no “Edit in Excel” option you can create one of your one 😊.

And the last improvement is also that you can deploy de MS Excel add-in in Business Central. “Excel Add-in Centralized Deployment”

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So step by step it is getting better and better 😊.

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