Discussions – Business Central / NAV UG – Dynamics Communities

Edit in Excel

Business Central / NAV UG

Edit in Excel

Posted by Marni Stallings on June 5, 2023 at 4:13 pm

I have had my VAR add Edit in Excel to my test database on prem. I am looking for information on how to use it most effectively. Some example questions I have:

1) What fields are editable.

2) Can you delete lines that are you are not editing or does that delete them in the tables when you publish? For example I am needing to change the Salesperson on a lot of customers, but I am not changing it for anywhere that salesperson is not found. Can I filter out/delete the lines that do not have the salesperson and they will remain unchanged?

3) Are there any tips/tricks to utilizing this function most effectively?

4) What happens if data changes between the time I bring into excel and publish back?

I want to understand how to use it before I put it in my live database. We currently are using just Open in Excel.

Thanks for your insight and expertise.

Kim Dallefeld, MVP replied 1 year, 4 months ago 3 Members · 2 Replies
2 Replies

Cynthia Priebe

Member
June 6, 2023 at 12:55 pm

Up
0
Down
::
Marni,

1) Whether fields are editable is controlled by Business Central. If it is not editable in BC, it is not editable in Excel.

2) Do not delete lines unless you want them deleted from your database, use filtering in Excel instead.

3) You might find the linked video put together by my NVS teammate helpful. (180) Business Central Tips: Edit in Excel – YouTube

4) If data changes, you will be notified. I don’t remember the exact message but you won’t be able to apply your changes.
Kim Dallefeld, MVP

Member
June 9, 2023 at 9:57 am

Up
0
Down
::
I would also suggest that you work with Edit in Excel in a Sandbox or Test database. This will supplement the answers that Cynthia provided and give you a good sense of understanding how Edit in Excel functions.

The discussion ‘Edit in Excel’ is closed to new replies.