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Tag Archives: Excel

Excel rounding and comparing to AX

October 3, 2016by Lachlan Cash Leave a comment

I was working on something for a customer related to the contribution ratio in AX that I’ll cover in a later post. While I was working on that I decided I’d […]

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User tips

Using the filter button in the Excel add-in.

March 29, 2016by Lachlan Cash Leave a comment

In a previous post we had a look at adding a new record into Dynamics AX. When you are working with data you can filter the records in Excel or […]

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Business intelligence

Add a new record from the Excel add-in for the new Dynamics AX

March 29, 2016by Lachlan Cash 2 Comments

In a previous post we had a look at the new Excel add-in. This has always been a great tool for getting data in and out of Dynamics AX. With […]

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Business intelligence

Export to Excel vs Open in Excel in the new Dynamics AX.

March 29, 2016by Lachlan Cash 3 Comments

If you are starting to work with the new Dynamics AX there are some nice updates to the Excel integration. You still have the basic export to excel download which is […]

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Business intelligence

Create new spreadsheet for price discount journal maintenance

April 29, 2015by Lachlan Cash 2 Comments

In a previous post I walked through the basic actions of using the edit in Excel for the price discount agreement journals. As I mentioned there I had to create […]

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Accounts payable, Accounts receivable, Procurement and sourcing, Sales and marketing

Edit Price Discount Agreement journals in Excel

Featuredby Lachlan Cash 5 Comments

In  previous post I did a quick overview of how to setup the service so you can use the Edit in Excel capability of the price discount agreement journals. In […]

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Accounts payable, Accounts receivable, Procurement and sourcing, Sales and marketing

Price Discount Agreement journals edit in Excel Setup

April 27, 2015by Lachlan Cash 2 Comments

There is a handy feature when you do a lot of editing of price discount agreement journals and you want to be able to use the flexibility of Excel. When […]

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Accounts payable, Accounts receivable, Procurement and sourcing, Sales and marketing

Excel Add-In security difference between Add Tables and Add Data

February 10, 2015by Lachlan Cash Leave a comment

This question often comes up in projects once people start using the Excel Add-In with Dynamics AX 2012 and working through security. There are two functions from the Add-In to […]

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Infrastructure, Security management

Export to Excel

November 5, 2014by Lachlan Cash Leave a comment

Export to Excel is a ubiquitous feature you can find on any form in AX. While some forms have a button that is usually on the  main tab of a ribbon on a […]

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Business intelligence, Infrastructure

AIF setup and use in Excel Add-in

September 30, 2014by Lachlan Cash Leave a comment

There are a couple of ways to leverage the Excel Add-in with AX one using the tables as just a data source another using a prepared service. This allows you […]

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Integration technology

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Top Posts & Pages

  • Home
    Home
  • Safety stock journal concepts
    Safety stock journal concepts
  • Using the filter button in the Excel add-in.
    Using the filter button in the Excel add-in.
  • DIXF Creating a table entity
    DIXF Creating a table entity
  • Production Order - Picking List - automatic BOM Consumption
    Production Order - Picking List - automatic BOM Consumption
  • Gross and Net requirements forms in AX
    Gross and Net requirements forms in AX
  • Purchase order workflow configuration with auto approval
    Purchase order workflow configuration with auto approval
  • Purchase requisition PunchOut - External catalog.
    Purchase requisition PunchOut - External catalog.
  • Creating a service item in Product Information Management
    Creating a service item in Product Information Management
  • Overview of editing the CSS style sheet for the warehouse mobile device
    Overview of editing the CSS style sheet for the warehouse mobile device

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  • Joris De Gruyter's blog AX Musings
  • Kurt Hatlevik's Blog on Warehouse, Distribution Topics
  • MFP's two cents blog
  • Palle agermarks Dynamics AX Blog
  • Reflections on Dynamics AX Blog
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