Excel workbook designer
In addition to using the Design button in the Excel add-in, you can use the Excel workbook designer page to design an editable custom export workbook that contains an entity and a set of fields. To open the Workbook designer page, go to Common > Common > Office Integration > Excel workbook designer.
You can use the Excel workbook designer page to design an editable custom export workbook that contains an entity and a set of fields.
A workbook template can have multiple data sources. It can also have unbound content. The Open in Excel experiences are listed on the Open in Microsoft Office menu. The Excel workbook designer page provides an easy way to get a generated Open in Excel experience for an entity. It also provides a mechanism with a blank workbook that contains just the Excel app and a pointer to the server.
Before you can publish data edits, all key fields of the entity must be in the Excel table. Key fields have a key symbol next to them. To successfully create or update a record, it must have all the mandatory fields in the Excel table. Mandatory fields have an asterisk (*) next to them.
To retrieve the resulting workbook, select Create workbook in the app bar. Select View related form to see the data that the entity exposes. This button is only enabled for entities that have a FormRef property value.
The default fields that will be added into the workbook are the key and mandatory fields of the entity. If a different set of fields should be provided by default, then those fields can be added into the AutoReport field group on the entity.
When a relationship is defined between two entities, if the identifier for one entity is shown on the other entity, then the fields that will be shown in that lookup are either the key fields, or the fields in the AutoLookup field group if it is not empty. Relationship lookups are not currently supported, but they will eventually be displayed in the app in a similar way to the enumeration lookups.
Create a template by using the Excel workbook designer
The following procedure demonstrates how to export customer group data.
In finance and operations apps, go to Common > Common > Office integration > Excel workbook designer.
Filter for CustomerGroup to export customer group information.
Select the right arrow to select the required fields. See an example in the following screenshot.
Select Create workbook on the toolbar such that Excel data connector app creates the required workbook.
Select Download and either save or open the file. The workbook is generated with the required field list.
