Tag Archives: Excel

Using Excel Add-in to Filter for Open Sales Orders in Dynamics Finance and Operations📊

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Introduction

It’s good to make a blogpost every now and again just to remember how to do it…

Here at iamJoshKnox blog, we LOVE reader feedback. Last week, Jared reached out with a question about using the excel add-in to return an excel list filtered for open sales orders.

What a great excuse for a video (and blogpost)! Watch the video above (or send your AI-bot to watch and comment for you, that’s your decision).

🔽[video summary powered by Loom]🔽

Overview

Step-by-step guide on how to filter and retrieve open sales orders from Dynamics 365 using the Excel add-in, in response to Jared’s inquiry. Addresses common issues and offers solutions for effectively managing sales order data.

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Excel Tip – Create Calculated Column in a Pivot Table

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A short reminder to my future self:

In Excel, to create a calculated column in a pivot table, you need to add a Calculated Field. Here’s how you can do it:

1. Click anywhere inside the pivot table to activate the PivotTable Tools on the ribbon.
2. Go to the “PivotTable Analyze” Tab.
3. Click on “Fields, Items & Sets” and select “Calculated Field”.

    4. In the Calculated Field dialog, enter a name for your new field.

    5. In the Formula area, define the calculation you need, using the fields from your pivot table.

    For instance, if you want to calculate the Net Amount as Credit – Debit

    6. Click “Add” and then “OK” to create the field.

    This field will now appear as part of your pivot table, and you can use it like any other field, dragging it into your table layout as needed.

    Hotkey Highlight – Ctrl+Shift+E

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    Export to Excel – Ctrl+Shift+E

    While some D365 data has Open in Excel functionality, allowing users to interact with the data through the Excel Data Connector add-in, every list page in D365 can be exported to excel, creating a static download of the data.

    Ctrl+Shift+E gets you that excel export in fewer clicks. As a bonus, this shortcut places the selection on the Download button in the following screen, so you can use the Enter button to execute the download.

    Ctrl+Shift+E…Enter for a mouse-free excel export of your data.

    Export Selected Rows

    Only want to export a few selected rows to Excel? Check the desired rows prior to clicking Export to Excel and only those rows will be included in your data.

    Export to Excel Power User Tip

    The D365 platform now supports exporting up to one million rows of data to excel. With this great power, exercise great responsibility.

    Export progress dialog

    Need to export more than a million rows? You should probably look into using a different tool. Excel itself can only handle 1,048,576 rows🙂