Use Data from a Report inside your Spreadsheet with Business Central (Advanced Spreadsheets)
Embedding report data in a spreadsheet with the Advanced Spreadsheets and reporting app for Business Central. Shows a report region (report 111 customer top 10), a donut chart built from it, live recalculation and filtering. Query regions are also mentioned.
- Introduction and Overview
- Creating a Report Region in Spreadsheet
- Selecting and Displaying Report Data
- Creating a Chart from Report Data
- Live Report Features and Filtering
- Conclusion and Next Steps
Overview
Erik Hougaard shows how to add a report region to a spreadsheet in the Advanced Spreadsheets and reporting app for Business Central. In the region you choose the report, set a maximum number of rows and decide whether to include headers. The demo uses the customer top 10 report (report 111).
He then builds a donut chart of top customers from the report data, with customer names as categories. The report is recalculated each time the spreadsheet is opened, and a button recalculates it on demand. Filters work like normal report filters and can reference spreadsheet cells. Query regions work in a similar way. The app is free to use in a Cloud Sandbox.
Key points
- A report region embeds report data in the spreadsheet. You pick the report, a maximum number of rows, and whether to include headers.
- The demo uses report 111 (customer top 10) as the data source.
- A donut chart of top customers was built from the report data, with categories set to customer names.
- The report is recalculated every time the spreadsheet is opened, and a button recalculates it manually.
- Filters on an embedded report work like normal report filters, and the video says they can reference cells in the spreadsheet. This was mentioned but not fully demonstrated.
- Query regions let you pull data from a query that calculates something into the spreadsheet.
- The app is free to use in a Cloud Sandbox, so you can try it there.
Features
| Feature | Status | At |
|---|---|---|
| Report Region in Advanced Spreadsheets | status not stated, demoed | 0:18 |
| Query Region in Advanced Spreadsheets | status not stated | 0:29 |
| Chart Creation from Report Data | status not stated, demoed | 1:14 |
| Live Report Calculation and Refresh | status not stated, demoed | 2:06 |
| Report Filtering in Spreadsheets | status not stated | 2:06 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- report “111 customer top 10” at 0:51
Not found in BC28-30: report “111 customer top 10”.
Quotes
- 0:00 “How to use data from a report inside your spreadsheet using the advanced spreadsheet and reporting app for Business Central.”
- 0:29 “if you have a query inside your system that calculates something, you can get the data from a query inside your spreadsheet also.”
- 2:06 “Every time you open the spreadsheet, the report is calculated. If you hit the the thingy, then the report is recalculated.”
- 2:21 “you can still reference cells in filters.”
- 2:31 “a live report inside your spreadsheet.”
Presenters (as heard): Eric.
