Print and Send Multiple Pages to Excel

Business Central/NAV User Forum
1

I’m looking to utilize the Print and Send functionality so that users can click the refresh button using the Excel Add-in. My question is if it’s possible to export multiple tables this way so that they are on different tabs in Excel.

A use case would be the Purchase Header and Purchase Line tables (List views). Then you could combine the two using Power Query to make a joined table and only have to hit refresh once.

2

It is not possible to do this out-of-the-box. It is possible through to either develop an XMLPort or a codeunit using the EXCEL Buffer table, with more than one table (like Purchase Header, Purchase Line).

You can do the same without developmen if you use Rapidstart

3

Thanks for the response. The Rapidstart method would require manual export each time, correct? In other words, there’s no way to update the rapid start tables from within Excel to show up to date data.

4

There are two ways of integration with EXCEL Integration. One is PUSHING data FROM 365BC TO Exel. The Other way is to Start Excel and PULL data from 365BC INTO Excel. That is done using ODATA.

You can do that by creating an XMLPORT with the two tables in it (and the fields you need) then add the XMLPort to web services.

In Excel, you can go to tab DATA, Data from Other Sources, Odata Datafeed and past the URL string. (If ODATAV4 does not work, use the other one).

5

Thanks, the Odata option doesn’t work for us due to some of our setup constraints - we are using Power BI for periodic refreshes. This is to allow users pull data (that they are allowed to see) for a quick snapshot refresh. I’ll explore the xmlport option

6

Setup constraints such as no public access?

I’m not a PowerBI shark, but I would assume it to be possible with PowerBI Desktop, even if you have no public/SSL server access,

7

The server is setup so only a service account can pull the data, therefore if we give out those credentials they could pull any table.

8

Microsoft suggests that you create a proxy server with user-id and passwords for every single web-service - and with that you should be safe to publish any xmlport, page or codeunit.