Use an Agent to SQL Query data inside your Spreadsheet with Business Central (Advanced Spreadsheets)
Advanced Spreadsheets and Reporting app for Business Central: a demo of an AI agent that writes SQL regions in a spreadsheet, joining posted sales invoices with customer and ledger entries. Also shows manual SQL region creation. The app is stated to be free in the cloud sandbox.
- Introduction to AI Agent SQL Query Feature
- Accessing the Agent via Facts Box
- Creating SQL Joins with Agent Assistance
- Viewing Agent-Generated Data Results
- Manual SQL Region Creation Example
- App Availability and Next Steps
Overview
Erik Hougaard shows how an agent inside the Advanced Spreadsheets and Reporting app for Business Central can query data with SQL. The agent is opened from the facts box area on the right. In the demo it builds a join of posted sales invoices (sales invoice header) with customer and ledger entries and puts the result into the spreadsheet.
The video then shows how to create a SQL region manually, for example selecting name from the customer table. It notes that the agent has tools to manipulate the spreadsheet and to look at fields and tables, and that the app is free to use in the cloud sandbox.
Key points
- The agent is opened through the facts box area on the right side of the spreadsheet.
- Prompt used in the demo: create a SQL region that joins sales invoice header with customer and ledger entries.
- The agent has tools to manipulate everything in the spreadsheet and to look at fields and tables.
- The generated SQL region pulls data from customer, customer ledger entries and sales invoice header into the spreadsheet.
- Manual alternative: add a new region, set it as a SQL area and write a query such as select name from customer.
- A yellow indicator may show up sometimes while typing; the presenter says to ignore it.
- The app is stated to be free to use in the cloud sandbox.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| AI Agent SQL Query Generation | 0:01 |
| Advanced Spreadsheets with Agent Integration | 0:01 |
| SQL Region Creation in Spreadsheets | 1:41 |
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.
- table 112 “Sales Invoice Header” at 0:43
- table 18 “Customer” at 0:43
- table “ledger entries” at 0:43
- table “customer ledger entries” at 1:27
Not found in BC28-30: table “ledger entries”, table “customer ledger entries”.
Quotes
- 0:01 “How to use an agent to SQL query data inside your spreadsheet using the advanced spreadsheet and reporting app for Business Central.”
- 0:53 “So, we want to take the posted sales invoices then we’re going to join it with the customer and the ledger entries that goes”
- 0:53 “Um so, the agent have the tools to manipulate everything in the spreadsheet and the agent has tools to look at fields and tables”
- 2:08 “You can try this yourself. Um the app is free to use in the cloud sandbox.”
Presenters (as heard): Eric.