Creating Reports with Excel in Business Central: Live Data Using OData
Автор: Western Computer
Загружено: 2025-05-23
Просмотров: 377
Описание:
Learn how to create real-time Excel reports connected to Microsoft Dynamics 365 Business Central using OData links! In this tutorial, we walk through the entire process—from setting up Web Services and using Power Query to building a dynamic "Sales by Customer by Item" report. If you're looking to streamline reporting without manually exporting data, this is the session for you.
What You’ll Learn:
How to use OData links to connect Excel to Business Central
Step-by-step setup of Web Services pages
How to use Power Query in Excel to filter and transform live data
Creating dynamic reports with VLOOKUPs and calculated fields
Tips for managing cache, credentials, and refreshing settings
Whether you're in finance, sales, or support—this walkthrough helps you build reports that always reflect up-to-date data from your ERP.
Want help implementing Business Central or training your team? Visit www.westerncomputer.com
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Contact us for a personalized demo: https://bit.ly/32ChDNg.
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