--- id: video/BofJJPqgrTI type: video title: "What's New: Excel Layouts For Developers (2024 release wave 1)" summary: "Excel layout features for Business Central developers presented at the 2024 release wave 1 launch: the hidden report metadata worksheet, the caption data worksheet and runtime translation tags for multilanguage layouts (shipped in 23.3), refreshable reports that use Power Query and Business Central APIs, seven new preview Excel reports in version 24, and Excel Copilot (in preview) for finding outliers in report data." tier: official language: en tags: - translatable reports - excel layouts - power query - api integration - metadata worksheet - runtime translation - refreshable reports - caption data - excel copilot - data visualization - multilingual reporting - outlier detection system: reporting review: state: reviewed by: opus at: "2026-10-07T23:11:10.008Z" flags: [] generated: at: "2026-10-07T23:11:10.047Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 912a19f37ab20a68d515a60bf943b998cdcb6598eb7131a87ecbd8f3bbe2ecbf evidence: - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=632s title: "New Excel Reports in Base Application: preview" date: "2024-04-04T13:30:06.000Z" commit: null t: 632 quote: they are in preview for because we still need to maybe tweak a few things - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=946s title: "Excel Copilot for Data Analysis: preview" date: "2024-04-04T13:30:06.000Z" commit: null t: 946 quote: this is about Excel co-pilot it's is still in in preview in Excel - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=69s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 69 quote: back in 23 23.3 we added the ability or we added um two Excel layouts that we always have a hidden worksheet with some - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=125s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 125 quote: you can actually use this in the Excel report itself if you want to provide like context specific help uh maybe a worksheet stating - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=262s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 262 quote: we added the ability to translate all of this uh at runtime so as a report author you can now use translation tags or - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=282s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 282 quote: when you layout the Excel and when you then upload and when people run the report with with this Excel layout the server will - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=423s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 423 quote: it's already present in version 23.3 but now this is the first time we we we talk about it in the launch - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=438s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 438 quote: the new worksheet that was added in version 23.3 enables refreshable uh Excel reports if only you you uh you load the data in - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=591s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 591 quote: with version uh 24 with this new version uh we also ship new Excel reports in the base application - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=713s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 713 quote: if actually a pro tip here if you demo this with a customer make sure that you show this with Excel sorry with one - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=731s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 731 quote: the first thing you notice is that you need to enable content this is just a warning from Excel because we have some power - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=892s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 892 quote: starting in in version 23.0 there's a new option in in in Excel uh layouts that can give you each of the data item - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=946s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 946 quote: this is about Excel co-pilot it's is still in in preview in Excel uh but how you can think of this - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=986s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 986 quote: a report with Excel layout will also give you the raw data set directly in Excel so so that's that's that's a good like - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=1067s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 1067 quote: the Excel workbook must be on one drive so this is another uh benefit from enabling integration with business Central to one drive is - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=1220s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 1220 quote: of course I mean co-pilot can only suggest things I will still need to go check it in business Central um and have a - kind: video url: https://www.youtube.com/watch?v=BofJJPqgrTI&t=1260s title: "What's New: Excel Layouts For Developers (2024 release wave 1)" date: "2024-04-04T13:30:06.000Z" commit: null t: 1260 quote: analyzing pivoting and sharing data in business Central that shows you all the different types of artifacts for reporting powerbi Excel data analysis on links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: BofJJPqgrTI channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=BofJJPqgrTI published_at: "2024-04-04T13:30:06.000Z" duration_s: 1508 captions: full audience: - developer - functional consultant - partner chapters: - t: 0 title: Introduction and Session Overview - t: 69 title: Translatable Excel Reports - Metadata Worksheet - t: 186 title: Caption Data and Translation Capabilities - t: 262 title: Runtime Translation Tags and User-Defined Translations - t: 342 title: Translation Example Demo and Use Cases - t: 423 title: Refreshable Reports Using APIs and Power Query - t: 511 title: Constructing URIs with Environment and Company Metadata - t: 591 title: New Excel Reports in Base Application - t: 791 title: Demo - Aged Accounts Receivables Report and Excel Layout Structure - t: 906 title: Multiple Data Items in Separate Worksheets and Excel Copilot Introduction - t: 1006 title: Excel Copilot Setup and Outlier Detection Demo - t: 1199 title: Learning Resources, BI Triangle Framework, and Best Practices - t: 1403 title: Related Sessions and Community Resources features: - name: Translatable Excel Layouts status: unclear t: 69 verified: false status_source: video - name: Report Metadata Worksheet status: unclear t: 85 verified: false status_source: video - name: Caption Data Worksheet status: unclear t: 206 verified: false status_source: video - name: Runtime Translation Using Translation Tags status: unclear t: 262 verified: false status_source: video - name: User-Defined Translation Data Worksheet status: unclear t: 302 verified: false status_source: video - name: Refreshable Excel Reports via Power Query and APIs status: unclear t: 438 verified: false status_source: video - name: New Excel Reports in Base Application status: preview t: 591 verified: true status_source: video - name: Aged Accounts Receivables Excel Report status: unclear t: 672 verified: false status_source: video - name: Multiple Data Items in Separate Worksheets status: unclear t: 906 verified: false status_source: video - name: Excel Copilot for Data Analysis status: preview t: 946 verified: true status_source: video - name: Open in Excel from List Pages status: unclear t: 966 verified: false status_source: video - name: Excel Layout Raw Data Export status: unclear t: 966 verified: false status_source: video - name: OneDrive Integration for Copilot status: unclear t: 1067 verified: false status_source: video objects_mentioned: - report Aged Accounts Receivables - report Customer Aging data - report Accounts Payables report - report Vendor Aging data quotes: - t: 69 text: back in 23 23.3 we added the ability or we added um two Excel layouts that we always have a hidden worksheet with some check: exact - t: 125 text: you can actually use this in the Excel report itself if you want to provide like context specific help uh maybe a worksheet stating check: snapped - t: 262 text: we added the ability to translate all of this uh at runtime so as a report author you can now use translation tags or check: exact - t: 282 text: when you layout the Excel and when you then upload and when people run the report with with this Excel layout the server will check: exact - t: 423 text: it's already present in version 23.3 but now this is the first time we we we talk about it in the launch check: exact - t: 438 text: the new worksheet that was added in version 23.3 enables refreshable uh Excel reports if only you you uh you load the data in check: exact - t: 591 text: with version uh 24 with this new version uh we also ship new Excel reports in the base application check: snapped - t: 713 text: if actually a pro tip here if you demo this with a customer make sure that you show this with Excel sorry with one check: exact - t: 731 text: the first thing you notice is that you need to enable content this is just a warning from Excel because we have some power check: snapped - t: 892 text: starting in in version 23.0 there's a new option in in in Excel uh layouts that can give you each of the data item check: exact - t: 946 text: this is about Excel co-pilot it's is still in in preview in Excel uh but how you can think of this check: exact - t: 986 text: a report with Excel layout will also give you the raw data set directly in Excel so so that's that's that's a good like check: exact - t: 1067 text: the Excel workbook must be on one drive so this is another uh benefit from enabling integration with business Central to one drive is check: exact - t: 1220 text: of course I mean co-pilot can only suggest things I will still need to go check it in business Central um and have a check: exact - t: 1260 text: analyzing pivoting and sharing data in business Central that shows you all the different types of artifacts for reporting powerbi Excel data analysis on check: snapped --- # What's New: Excel Layouts For Developers (2024 release wave 1) > Excel layout features for Business Central developers presented at the 2024 release wave 1 launch: the hidden report metadata worksheet, the caption data worksheet and runtime translation tags for multilanguage layouts (shipped in 23.3), refreshable reports that use Power Query and Business Central APIs, seven new preview Excel reports in version 24, and Excel Copilot (in preview) for finding outliers in report data. [Watch on YouTube](https://www.youtube.com/watch?v=BofJJPqgrTI) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 25:08 · tier official · reviewed (checked by Opus) ## Overview The session shows how report authors build Excel layouts that translate at runtime. A hidden metadata worksheet holds report, tenant, environment, company and timestamp data. A caption data worksheet holds report captions and labels. Translation tags in worksheet names, chart headers, pivots and slicers are replaced with the user's language values when the report runs. An optional user-defined translation worksheet covers custom strings. It then covers refreshable reports, where Power Query loads data from Business Central APIs using the environment name and company ID from the metadata worksheet. The seven new preview Excel reports in version 24, including Aged Accounts Receivables, are demoed as examples. The session also covers separate worksheets for each top-level data item (from version 23.0) and Excel Copilot, which is in preview and needs the workbook on OneDrive. ## Key points - Since version 23.3, Excel layouts include a hidden metadata worksheet with report object info, request properties, tenant ID, environment name, company name and ID, and the run timestamp. - Translation tags (dollar-dollar) in worksheet names, chart headers, pivot elements and slicer headers are replaced with user-language values at runtime. Captions come from the caption data worksheet (also version 23.3). - An optional user-defined translation worksheet lets layout designers add custom strings and translations that are not captions in the report object. - Refreshable reports load data with Power Query from Business Central APIs, using the environment name and company ID from the metadata worksheet. Users must enable content in Excel. - Version 24 ships seven new Excel reports in preview in the base application, added to the Business Manager and Accountant role centers. The demo showed a translation tag that was not yet translated. - From version 23.0, each top-level data item in a report can appear in its own worksheet. - Excel Copilot is in preview and requires the workbook on OneDrive. Its suggestions still need to be checked in Business Central. ## Chapters - [0:00](https://www.youtube.com/watch?v=BofJJPqgrTI&t=0s) Introduction and Session Overview - [1:09](https://www.youtube.com/watch?v=BofJJPqgrTI&t=69s) Translatable Excel Reports - Metadata Worksheet - [3:06](https://www.youtube.com/watch?v=BofJJPqgrTI&t=186s) Caption Data and Translation Capabilities - [4:22](https://www.youtube.com/watch?v=BofJJPqgrTI&t=262s) Runtime Translation Tags and User-Defined Translations - [5:42](https://www.youtube.com/watch?v=BofJJPqgrTI&t=342s) Translation Example Demo and Use Cases - [7:03](https://www.youtube.com/watch?v=BofJJPqgrTI&t=423s) Refreshable Reports Using APIs and Power Query - [8:31](https://www.youtube.com/watch?v=BofJJPqgrTI&t=511s) Constructing URIs with Environment and Company Metadata - [9:51](https://www.youtube.com/watch?v=BofJJPqgrTI&t=591s) New Excel Reports in Base Application - [13:11](https://www.youtube.com/watch?v=BofJJPqgrTI&t=791s) Demo - Aged Accounts Receivables Report and Excel Layout Structure - [15:06](https://www.youtube.com/watch?v=BofJJPqgrTI&t=906s) Multiple Data Items in Separate Worksheets and Excel Copilot Introduction - [16:46](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1006s) Excel Copilot Setup and Outlier Detection Demo - [19:59](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1199s) Learning Resources, BI Triangle Framework, and Best Practices - [23:23](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1403s) Related Sessions and Community Resources ## Features | Feature | Status | At | Evidence | |---|---|---|---| | Translatable Excel Layouts | status not stated, demoed | [1:09](https://www.youtube.com/watch?v=BofJJPqgrTI&t=69s) | | | Report Metadata Worksheet | status not stated, demoed | [1:25](https://www.youtube.com/watch?v=BofJJPqgrTI&t=85s) | | | Caption Data Worksheet | status not stated, demoed | [3:26](https://www.youtube.com/watch?v=BofJJPqgrTI&t=206s) | | | Runtime Translation Using Translation Tags | status not stated, demoed | [4:22](https://www.youtube.com/watch?v=BofJJPqgrTI&t=262s) | | | User-Defined Translation Data Worksheet | status not stated, demoed | [5:02](https://www.youtube.com/watch?v=BofJJPqgrTI&t=302s) | | | Refreshable Excel Reports via Power Query and APIs | status not stated | [7:18](https://www.youtube.com/watch?v=BofJJPqgrTI&t=438s) | | | New Excel Reports in Base Application | preview, demoed | [9:51](https://www.youtube.com/watch?v=BofJJPqgrTI&t=591s) | "they are in preview for because we still need to maybe tweak a few things" ([10:32](https://www.youtube.com/watch?v=BofJJPqgrTI&t=632s)) | | Aged Accounts Receivables Excel Report | status not stated, demoed | [11:12](https://www.youtube.com/watch?v=BofJJPqgrTI&t=672s) | | | Multiple Data Items in Separate Worksheets | status not stated, demoed | [15:06](https://www.youtube.com/watch?v=BofJJPqgrTI&t=906s) | | | Excel Copilot for Data Analysis | preview, demoed | [15:46](https://www.youtube.com/watch?v=BofJJPqgrTI&t=946s) | "this is about Excel co-pilot it's is still in in preview in Excel" ([15:46](https://www.youtube.com/watch?v=BofJJPqgrTI&t=946s)) | | Open in Excel from List Pages | status not stated | [16:06](https://www.youtube.com/watch?v=BofJJPqgrTI&t=966s) | | | Excel Layout Raw Data Export | status not stated, demoed | [16:06](https://www.youtube.com/watch?v=BofJJPqgrTI&t=966s) | | | OneDrive Integration for Copilot | status not stated, demoed | [17:47](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1067s) | | ## 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 "Aged Accounts Receivables" at [11:32](https://www.youtube.com/watch?v=BofJJPqgrTI&t=692s) - report "Customer Aging data" at [15:06](https://www.youtube.com/watch?v=BofJJPqgrTI&t=906s) - report "Accounts Payables report" at [17:27](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1047s) - report "Vendor Aging data" at [17:27](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1047s) Not found in BC28-30: report "Aged Accounts Receivables", report "Customer Aging data", report "Accounts Payables report", report "Vendor Aging data". ## Quotes - [1:09](https://www.youtube.com/watch?v=BofJJPqgrTI&t=69s) "back in 23 23.3 we added the ability or we added um two Excel layouts that we always have a hidden worksheet with some" - [2:05](https://www.youtube.com/watch?v=BofJJPqgrTI&t=125s) "you can actually use this in the Excel report itself if you want to provide like context specific help uh maybe a worksheet stating" - [4:22](https://www.youtube.com/watch?v=BofJJPqgrTI&t=262s) "we added the ability to translate all of this uh at runtime so as a report author you can now use translation tags or" - [4:42](https://www.youtube.com/watch?v=BofJJPqgrTI&t=282s) "when you layout the Excel and when you then upload and when people run the report with with this Excel layout the server will" - [7:03](https://www.youtube.com/watch?v=BofJJPqgrTI&t=423s) "it's already present in version 23.3 but now this is the first time we we we talk about it in the launch" - [7:18](https://www.youtube.com/watch?v=BofJJPqgrTI&t=438s) "the new worksheet that was added in version 23.3 enables refreshable uh Excel reports if only you you uh you load the data in" - [9:51](https://www.youtube.com/watch?v=BofJJPqgrTI&t=591s) "with version uh 24 with this new version uh we also ship new Excel reports in the base application" - [11:53](https://www.youtube.com/watch?v=BofJJPqgrTI&t=713s) "if actually a pro tip here if you demo this with a customer make sure that you show this with Excel sorry with one" - [12:11](https://www.youtube.com/watch?v=BofJJPqgrTI&t=731s) "the first thing you notice is that you need to enable content this is just a warning from Excel because we have some power" - [14:52](https://www.youtube.com/watch?v=BofJJPqgrTI&t=892s) "starting in in version 23.0 there's a new option in in in Excel uh layouts that can give you each of the data item" - [15:46](https://www.youtube.com/watch?v=BofJJPqgrTI&t=946s) "this is about Excel co-pilot it's is still in in preview in Excel uh but how you can think of this" - [16:26](https://www.youtube.com/watch?v=BofJJPqgrTI&t=986s) "a report with Excel layout will also give you the raw data set directly in Excel so so that's that's that's a good like" - [17:47](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1067s) "the Excel workbook must be on one drive so this is another uh benefit from enabling integration with business Central to one drive is" - [20:20](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1220s) "of course I mean co-pilot can only suggest things I will still need to go check it in business Central um and have a" - [21:00](https://www.youtube.com/watch?v=BofJJPqgrTI&t=1260s) "analyzing pivoting and sharing data in business Central that shows you all the different types of artifacts for reporting powerbi Excel data analysis on" ## Disclaimers in the video - [7:03](https://www.youtube.com/watch?v=BofJJPqgrTI&t=423s) subject-to-change: this is the first time we we we talk about it in the launch event - [10:12](https://www.youtube.com/watch?v=BofJJPqgrTI&t=612s) preview: they are in preview for because we still need to maybe tweak a few things - [15:46](https://www.youtube.com/watch?v=BofJJPqgrTI&t=946s) preview: Excel co-pilot it's is still in in preview in Excel