D365 Finance | Excel Add-in Reports with Formulas

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In this video, we look at using formulas within the excel data connector.

As an excel user, you should be familiar with formulas. Perhaps you frequently take D365 data into excel to perform some external lookups or comparisons. Formulas can be written into your D365 excel-connected experience, so that your dependent formulas refresh when you refresh your connection.

Some Concepts:

  • Using Excel Data Connector Add-in for D365
  • Adding Formulas to Connected Output
  • D365 list-page grouping and totaling
  • CountIf() and VLookup() formulas in Excel

Additional Resources:

2 thoughts on “D365 Finance | Excel Add-in Reports with Formulas”

  1. Pingback: D365 Finance | Supercharge Excel Add-in with Power Query | iamJoshKnox

  2. Pingback: D365 Finance | Connect Directly to D365 Data with OData and Power Query | iamJoshKnox

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