Unfortunately, there is no solution to your template problem. What happens if she uses the "Update Existing Document" (the second action item in the screenshot)? Does it revert to the original formatting, requiring her to do what she does over again? The issue I have run into when creating your own account schedules is that if you do use them to print by default in the GL setup, and you accidentally run the "generate account schedules" from the account category screen, it wipes out your custom account schedule. I didn't realize that functionality was even there at your fingertips. The issue with what you show (from what I see) is that she would have to do this every time she runs the report and exports to excel.Īs far as this part below, thanks for the information. She tried the edit in excel but didn't like the layout so she tried it this way and made herself a template of sorts that she can copy the formatting to the output everytime she runs it. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"
Regarding your question about modifying the Excel templates, you can change templates that use the Microsoft Dynamics Office add-in (the two noted above), but you cannot modify templates in D365FIN associated with "Send to Microsoft Excel" that you see an option when you click the "Print" button on a report. I've had trouble working with date filters in this report, but again the zeros show up, and the numbers in the columns can be summed/aggregated. Also, the values have a type of "General" so I can sum these amounts or do other mathematical functions.Īlso, if you are in the Business Manager Role Center, you will see an Action Item in the ribbon called "Excel Reports" where the default Income Statement, Balance Sheet, Retained Earning and Statement of Cash Flow reports can be directly printed to Excel (you can define which report prints by default from the General Ledger Setup). The zeros here show as 0 (and I can change the number of decimal points as I normally do). and these show our columns from the Account Schedule).Īfter making the change and refreshing the list in Excel, I can see my amounts in a column. This exported the Account Schedule, but I wasn't seeing my column(s) that showed amounts, so I clicked on Design in the Excel add-in, added the desired column (you will see a list of fields called Column1, Column2, etc. I just went to the Account Schedules page, clicked on Overview for the desired Account Schedule, and clicked on Edit in Excel. This method will provide much more freedom of the layout and control of the specific data points you and your customers would like to see – instead of using the more limited export scenarios.Can you share from which menu/screen in D365 you are exporting the Account Schedules to Excel?
#FASTTRACK SCHEDULE EXPORT TO EXCEL CODE#
The code listed in above should provide enough of the basics to help you design your own custom tailored exports. Public static string GetUniqueFileNumber() Throw new PXRedirectToFileException(info, true) Var info = new PX.SM.FileInfo(path, null, stream.ToArray()) String path = String.Format("ExpenseClaimExport-.xlsx", fileNumber) Using (MemoryStream stream = new MemoryStream()) Sheet.Add(gridRow, 4, Convert.ToString(row.ClaimCuryTranAmtWithTaxes)) Sheet.Add(gridRow, 2, Convert.ToString(inventoryItem?.Inventor圜D ? string.Empty)) Sheet.Add(gridRow, 1, Convert.ToString(row.ExpenseDate)) InventoryItem inventoryItem = PXSelect>.Select(Base, row.InventoryID) Sheet.Add(headingRow + 1, 2, ? string.Empty) įoreach (EPExpenseClaimDetails row in ())
Sheet.Add(headingRow + 1, 1, "Description:") Sheet.Add(headingRow, 1, "Reference Number:") String fileNumber = GetUniqueFileNumber() PXLongOperation.StartOperation(Base, delegate () Protected virtual void ExportGridToExcel()ĮPExpenseClaimDetails details = as EPExpenseClaimDetails Now you will need to include the following name spaces: public class ExpenseClaimEntry_Extension : PXGraphExtension The first step is to include PX.Export as a reference for your visual studio project as follows: In our example, we will create a button on the Expense Claim screen to export some heading information and populate specific grid columns to Excel.
#FASTTRACK SCHEDULE EXPORT TO EXCEL HOW TO#
In this post, I will show you how to build a simple custom Excel export process and provide you some sample code to get going.Ĭonsider the following design pattern. Often, however users may require a custom tailored export to Excel directly from a screen itself. Most every form in Acumatica contains a grid and has the ability to export columns of data to Excel by just clicking on the available icon on the Acumatica screen.
You can create a generic inquiry or report for example. There are many ways to extract data from Acumatica.
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