Want to get started with Excel layouts for Business Central? Then have a look here:
Business Central 2022 release wave 1 (version 20) introduced the feature Excel layouts as a way to layout and run reports using Excel.
This repo contains instructions for how you can use different Excel and Power Query features in Excel layouts. The repo also have guidance on things you might want to do in a Excel report once it has been generated.
You might also want to have a look at the Business Central Excel Layouts FAQ:
BCTech/FAQ.md at master · microsoft/BCTech (github.com)
So if you want to learn how to create Business Central reports, with a layout similar to this one:
then have a look here:
Remember, this is currently a beta feature, that will be released very soon:
Use Excel to design layouts for reports – Dynamics 365 Release Plan | Microsoft Docs
To try it out, simply create a new sandbox in BC Saas, version v20 🙂
Excel layouts work the same way as Word and RDLC layouts in that they can be edited and saved back again into Business Central.
With Excel layouts for Business Central reports, users can now create and edit report layouts simply by using the full palette of capabilities in Excel such as sliders, diagrams, charts, and pivot tables.
To create an Excel layout from scratch:
- Open the report request page
- Then run the report with the option Excel document (data only).
- The report generates an Excel file with sample data and the fields that are available in the report definition.
- Then you add your layout to additional tabs in the Excel file.
- To test the layout, simply import it as a custom layout in Business Central.
- After the system has validated that the layout is valid for use, you can now go to the request page and run the report with your new layout.
A big thanks to Kennie Nybo Pontoppidan (@KennieNP) / Twitter !