Microsoft Excel

Path: Integrate with other applications > Microsoft Office apps and Microsoft 365 > Microsoft Excel · tier official · system reporting · narrative reviewed (checked by Opus)

Overview

This section covers the ways Business Central works with Excel. Users can open list data in Excel for analysis or edit it in Excel and publish changes back. They can also import data from other finance systems, and design report layouts as Excel workbooks.

The pages are independent tasks. Start with “Viewing and editing in Excel from Business Central” for the Open in Excel and Edit in Excel actions. On-premises deployments need the add-in set up first, which involves Azure registration and server configuration. “Use Excel to import data” covers migration, and “Working with Excel layouts” covers report layouts with formulas, PivotTables and PivotCharts.

Key points

• Open in Excel exports list data for analysis; Edit in Excel lets users change data and publish it back to Business Central.
• The viewing and editing page lists filter support, multi-environment support and agent mode among its features.
• On-premises Excel add-in setup involves Microsoft Entra authentication, Web API exposure, OData services, SSL/HTTPS and delegated permissions.
• The add-in setup page references 2022 release wave 1 and 2021 release wave 2.
• Data import from other finance systems can use Excel files or configuration packages.
• The default configuration package supports 27 tables covering master data and transactions.
• Excel report layouts can include formulas, PivotTables, PivotCharts and multiple worksheets, including a data sheet.

Learn pages

• Setting up the Excel Add-In for Editing Data: Learn about how to configure the Excel add-in so users can edit data in Excel and push back to Business Central.
• Use Excel to import data: Use the default configuration package to add customer data in Excel and import the data back into Business Central.
• Viewing and editing in Excel from Business Central: Learn how to open pages in Microsoft Excel from Business Central for better data analysis.
• Working with Excel layouts: Learn how to create and modify report layouts that are built using Excel.

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• Introducing Spreadsheets for Business Central (video): “Spreadsheets for Business Central; Regions; Virtual Fields; Page Regions”
• Use Data from a Report inside your Spreadsheet with Business Central (Advanced Spreadsheets) (video): “Use Data from a Report inside your Spreadsheet with Business Central”
• What’s Cooking in Business Central: Edit Sales Price Lists in Excel (video): “Edit sales price lists in Excel”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 1480 “Excel Centralized Depl. Wizard” · captioned “Excel Add-in Centralized Deployment” · on Table 1480 “Edit in Excel Settings”
• Page 9650 “Custom Report Layouts” · on Table 9650 “Custom Report Layout”
• Page 9652 “Report Layout Selection” · on Table 9651 “Report Layout Selection”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.