Work with your Financial Reports in a Spreadsheet inside Business Central (Advanced Spreadsheets)
Opening a Business Central financial report as a spreadsheet with "open as a spreadsheet" from Home, using the Advanced Spreadsheets app. It covers slicers, live recalculation, editing, combining reports and distributing spreadsheets that recalculate when opened.
- Opening Financial Reports in Spreadsheet View
- Understanding Spreadsheet Structure and Components
- Live Report Calculations and Spreadsheet Functionality
- Formatting and Combining Multiple Reports
- Live Data Updates and Distribution Options
Overview
Erik Hougaard shows how to open a financial report in Business Central as a spreadsheet instead of exporting a static copy. The spreadsheet has a title and slicers such as period, department and customer group, and the report is calculated live inside it. He explains that values can be edited and calculated on like in any spreadsheet, and that recalculation happens whenever an action forces it. Several reports can be combined with other data using the advanced spreadsheet app, with formatting. Spreadsheets can be given to other users and calculate with live data when opened. Date slicers update as time passes. The facts mention preview mode.
Key points
- From Home, choose “open as a spreadsheet” to open a financial report as a spreadsheet.
- The spreadsheet comes with slicers, for example period, department and customer group.
- The report runs as live calculations and recalculates when filters change or an action forces a recalculation, so it is not a static snapshot.
- You can edit values and calculate in the spreadsheet; it is still a spreadsheet on top of the live data.
- Multiple financial reports can be combined with other data in the advanced spreadsheet app, with formatting options.
- Distributed spreadsheets calculate with live data whenever a user opens them.
- Date slicers update automatically over time, so the report stays valid for current and future periods.
Features
| Feature | Status | At |
|---|---|---|
| Open Financial Reports as Spreadsheet | status not stated, demoed | 0:00 |
| Spreadsheet Slicers for Filtering | status not stated, demoed | 1:00 |
| Live Report Calculations in Spreadsheet | status not stated, demoed | 1:25 |
| Spreadsheet Editing and Calculation Capabilities | status not stated, demoed | 1:52 |
| Combining Multiple Financial Reports | status not stated | 2:04 |
| Live Data Distribution to Users | status not stated | 2:36 |
| Automatic Date-Based Slicer Updates | status not stated, demoed | 2:50 |
Quotes
- 0:35 “So, what we can do instead is that we go to home and say open as a spreadsheet.”
- 1:00 “we received a a spreadsheet with the title and there are some slicers, so there’s a period slicer, department and a customer group.”
- 1:25 “every time you hit this thing or you do something that will otherwise force a recalculation it will get recalculated”
- 2:04 “It’s still just a spreadsheet on top of that.”
- 2:36 “whenever somebody opens this they they will get this calculated”
Disclaimers in the video
- 2:16 preview: in the in preview mode
Presenters (as heard): Eric.