{"id":38587,"date":"2021-10-07T14:06:38","date_gmt":"2021-10-07T13:06:38","guid":{"rendered":"https:\/\/arquiconsult.com\/?p=38587"},"modified":"2024-10-23T13:57:20","modified_gmt":"2024-10-23T12:57:20","slug":"save-report-dataset-to-excel-from-bc","status":"publish","type":"post","link":"https:\/\/arquiconsult.com\/es\/save-report-dataset-to-excel-from-bc\/","title":{"rendered":"#07 SAVE REPORT DATASET TO EXCEL BUSINESS CENTRAL WEB CLIENT"},"content":{"rendered":"<div class=\"services_vertical horizontal_services row\" style=\"background-color: #f7f7f7; padding: 25px; border-radius: 5px; text-align: justify;\">\n<p>The report dataset is all the data extracted or calculated from the database that is included in the report. The dataset is built with data items and columns and all the fields in the dataset may be used in the report layout <sup>(A)<\/sup>.<\/p>\n<p>One of the key features in NAV when developing\/designing complex reports was the ability to view and save the generated report dataset when inspecting the report preview page (Ctrl + Alt + F1). The absence of this functionality in Business Central Web Client was a big limitation that we had so far.<\/p>\n<p>Now, starting on Business Central 2021 Release Wave 1 Cumulative Update 3 (v18.3), Microsoft added this feature once more. It is now possible to export the report dataset to Excel using the new feature Send To Microsoft Excel Document (data only), as detailed in the example below.<\/p>\n<\/div>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>1. Open a Posted Sales Invoice<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-37837 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Open-a-Posted-Sales-Invoice-640x300.png\" alt=\"Open a Posted Sales Invoice\" width=\"640\" height=\"300\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Open-a-Posted-Sales-Invoice-640x300.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Open-a-Posted-Sales-Invoice-768x360.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Open-a-Posted-Sales-Invoice-1536x720.png 1536w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Open-a-Posted-Sales-Invoice.png 1710w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/p>\n<p><strong>2. Click on Print\/Send, and then on Print<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-37840 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-PrintSend-and-then-on-Print-640x315.png\" alt=\"Click on PrintSend, and then on Print\" width=\"640\" height=\"315\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-PrintSend-and-then-on-Print-640x315.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-PrintSend-and-then-on-Print-768x377.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-PrintSend-and-then-on-Print-1536x755.png 1536w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-PrintSend-and-then-on-Print.png 1703w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/p>\n<p><strong>3. Click on Send To<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-37843 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-Send-To-600x480.png\" alt=\"Click on Send To\" width=\"600\" height=\"480\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-Send-To-600x480.png 600w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-Send-To-768x615.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Click-on-Send-To.png 897w\" sizes=\"(max-width: 600px) 100vw, 600px\" title=\"-\"><\/p>\n<p><strong>4. Choose \u201cMicrosoft Excel Document (data only)\u201d<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-37846 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Choose-Microsoft-Excel-Document-data-only-597x480.png\" alt=\"Choose \u201cMicrosoft Excel Document (data only)\u201d\" width=\"597\" height=\"480\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Choose-Microsoft-Excel-Document-data-only-597x480.png 597w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Choose-Microsoft-Excel-Document-data-only-768x617.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Choose-Microsoft-Excel-Document-data-only.png 901w\" sizes=\"(max-width: 597px) 100vw, 597px\" title=\"-\"><\/p>\n<p><strong>5. An Excel file is downloaded<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-37849 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/An-Excel-file-is-downloaded-640x282.png\" alt=\"An Excel file is downloaded\" width=\"640\" height=\"282\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/An-Excel-file-is-downloaded-640x282.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/An-Excel-file-is-downloaded-768x338.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/An-Excel-file-is-downloaded-1536x676.png 1536w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/An-Excel-file-is-downloaded.png 1919w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/p>\n<p><strong>6. The downloaded file includes the report dataset<\/strong><\/p>\n<p>This file will include all the data defined in the data items columns that are available for the layout.<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-37854 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/The-downloaded-file-includes-the-report-dataset.png\" alt=\"The downloaded file includes the report dataset\" width=\"589\" height=\"297\" title=\"-\"><\/p>\n<p>This functionality also works with reports that have report extensions, as shown in the example below.<\/p>\n<p><strong>1. Create a report extension<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-37857 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Create-a-report-extension.png\" alt=\"Create a report extension\" width=\"544\" height=\"211\" title=\"-\"><\/p>\n<p><strong>2. Run the Report and Send To \u201cMicrosoft Excel Document (data only)\u201d<\/strong><\/p>\n<p>The downloaded file will include all the data defined in the data items columns in the report and in the report extension.<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-37860 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2022\/01\/Run-the-Report-and-Send-To-Microsoft-Excel-Document-data-only.png\" alt=\"Run the Report and Send To \u201cMicrosoft Excel Document (data only)\u201d\" width=\"545\" height=\"240\" title=\"-\"><\/p>\n<div class=\"services_vertical horizontal_services row\" style=\"background-color: #f7f7f7; padding: 25px; border-radius: 5px;\">\n<p><sup>(A) <\/sup><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/dev-itpro\/developer\/devenv-report-dataset\" target=\"_blank\" rel=\"noopener\">https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/dev-itpro\/developer\/devenv-report-dataset<\/a><\/p>\n<p><strong>Official documentation from Microsoft is available here:<br \/>\n<\/strong><strong><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365-release-plan\/2021wave1\/smb\/dynamics365-business-central\/save-report-dataset-excel-request-page\" target=\"_blank\" rel=\"noopener\">Save report dataset to Excel from the request page<\/a>.<\/strong><\/p>\n<\/div>\n<!--themify_builder_content-->\n<div id=\"themify_builder_content-38587\" data-postid=\"38587\" class=\"themify_builder_content themify_builder_content-38587 themify_builder tf_clear\">\n    \t<!-- module_row -->\n\t<div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_nus1581 tb_first tf_clearfix\">\n\t    \t\t<div class=\"row_inner col_align_top col-count-1 tf_box tf_w tf_rel\">\n\t\t\t<div  data-lazy=\"1\" class=\"module_column tb-column col-full first tb_cai8581 tf_box\">\n\t\t\t    \t        <div class=\"tb-column-inner tf_box tf_w\">\n\t\t    <!-- module text -->\n<div  class=\"module module-text tb_9tkr581 arquitps-data  \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n    <p><script>\njQuery(\".tbp_post_month:contains(Janeiro)\").html(\"January\");\n\njQuery(\".tbp_post_month:contains(Fevereiro)\").html(\"February\");\n\n\njQuery(\".tbp_post_month:contains(Mar\u00e7o)\").html(\"March\");\n\n\njQuery(\".tbp_post_month:contains(Abril)\").html(\"April\");\n\n\njQuery(\".tbp_post_month:contains(Maio)\").html(\"May\");\n\n\njQuery(\".tbp_post_month:contains(Junho)\").html(\"June\");\n\n\njQuery(\".tbp_post_month:contains(Julho)\").html(\"July\");\n\njQuery(\".tbp_post_month:contains(Agosto)\").html(\"August\");\n\njQuery(\".tbp_post_month:contains(Setembro)\").html(\"September\");\n\njQuery(\".tbp_post_month:contains(Outubro)\").html(\"October\");\n\njQuery(\".tbp_post_month:contains(Novembro)\").html(\"November\");\n\njQuery(\".tbp_post_month:contains(Dezembro)\").html(\"December\");\t\n\n\n\n<\/script><\/p>    <\/div>\n<\/div>\n<!-- \/module text -->\t        <\/div>\n\t    \t<\/div>\n\t\t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t\t<!-- module_row -->\n\t<div  data-anchor=\"sucesso\" data-hide-anchor=\"1\" data-lazy=\"1\" class=\"module_row themify_builder_row sucesso repeat tb_has_section tb_section-sucesso tb_8wat22 tf_clearfix\" >\n\t    \t\t<div class=\"row_inner col_align_top col-count-1 tf_box tf_w tf_rel\">\n\t\t\t<div  data-lazy=\"1\" class=\"module_column tb-column col-full first tb_7b7i23 tf_box\">\n\t\t\t    \t        <div class=\"tb-column-inner tf_box tf_w\">\n\t\t    <!-- module buttons -->\n<div  class=\"module module-buttons tb_t5xb23 buttons-horizontal transparent popmake-24705 large circle tf_textc\" data-lazy=\"1\">\n    \t<div class=\"module-buttons-item tf_inline_b\">\n\t\t\t\t\t\t\t<a href=\"#\" class=\"ui builder_button tb_default_color\" >\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"tf_inline_b tf_vmiddle\">Give as a Feedback and Suggest Questions<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t    \t<\/div>\n\t<\/div>\n<!-- \/module buttons -->\n\t        <\/div>\n\t    \t<\/div>\n\t\t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t<\/div>\n<!--\/themify_builder_content-->\n","protected":false},"excerpt":{"rendered":"<p>The report dataset is all the data extracted or calculated from the database that is included in the report. The dataset is built with data items and columns and all the fields in the dataset may be used in the report layout (A). One of the key features in NAV when developing\/designing complex reports was [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":37970,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2065],"tags":[2088,2344,136],"acf":[],"_links":{"self":[{"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/posts\/38587"}],"collection":[{"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/comments?post=38587"}],"version-history":[{"count":0,"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/posts\/38587\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/media\/37970"}],"wp:attachment":[{"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/media?parent=38587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/categories?post=38587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/arquiconsult.com\/es\/wp-json\/wp\/v2\/tags?post=38587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}