Hi Forum, is it possible to access Excel spreadsheets directly from a menu in version 4. In otherwords have an menu item within Financial Management, Reports, Miscellaneous that when selected will open up a Excel Spreadsheet. If this is possible would somebody kindly explain how it is done. Thanks…Paul
The best way is to use the Matriks doc add-on. Other than that. Just put code under the button to shell out to excel. Then your issue becomes where to store the file. Really there are lots of differnt ways to do this, so its hard to put you in the right direction without knowing the exact need. For example, a/ is the spread sheet created locally by the Navision client, or is it to be stored globally for all users. b/ Is this a one off, or do you need access to many spread sheets. c/ Is it just excel, or are there other programs you need to access. and any other limitations you may have (eg if you don’t have a full developers license. (Yes it can still be done but a little more complex).
Hi David, thanks for replying to my post. The situation is this… An Excel spreadsheet will be stored on the server which is updated manually once a year; not by Navision but by a user. The spreadsheet has no connection with Navision whatsoever but users would like to be able to access it and look at the report via a navision menu item. So the user would like a menu item that when selected would open up this spreadsheet for reference only. I hope this helps…Paul
Create a new text field in a Setup table (maybe Company Information or G/L Setup or any other that seems appropriate). This field will store the full path and file name of the Excel spreadsheet, say: \server\files\spreadsheet.xls. Then you will need one codeunit with only two lines of code: Setup.GET; HYPERLINK(Setup."Spreadsheet File"); Put this codeunit in the menu and your users should be happy.
Hi Nelson, thats fantastic, thank you very much. I will make the appropriate changes and that will keep the users happy. Once again, thank you, its very much appreciated. Paul [:D]
Hey, no problem. Glad to help.
In Navision 4.00, have you tried a shortcut? Go to Shortcut menu, Right click and select ‘Create Shortcut’. Open: \Server\Shared\Excel\Test.xls Caption: Yearly Excel Update file. Create a new Folder and put all Excel files in that folder. Create a new folder for Word etc and store files in there. Remember Shortcuts are stored in the database and not the ZUP file. Good luck.
Hi Geovanny, I hadn’t tried that. I used Nelsons method but I will try it incase something like this comes up again. Thanks for that and have a good one…Paul
Wow, easy when you know how. Thanks great, thanks Geovanny.
Yes, it also works, but remember the shortcuts in 4.0 are a per user setting. The fact they are not stored in the ZUP file only makes them workstation independent. But they are still login dependent.
Thanks Nelson, I will keep this in mind. Paul