Excel Evaluations are managed or created via the Excel Report Builder Evaluations page.
Tip
The Download Area action opens the Download Area from where you can download free evaluations. An analysis from the analysis mode of a page can also be a good starting point for an evaluation.
If a new evaluation is created or an existing evaluation is edited, the Excel Evaluation Card opens where the general settings and the individual Excel sheets of the evaluation can be set up.
Via the Add action in the Sheets area Excel sheets can be added to the evaluation.
Note
There must be at least one active sheet for an evaluation to be executed. A Data Sheet is automatically suggested when creating a new evaluation.
General, Fields
Code
Specifies the code for the evaluation.
Description
Specifies a description for the evaluation.
Comments
Displays the first comment line if there are comments for the evaluation. Click on the field to view or edit the comments.
Specifies which user is responsible for the evaluation.
User Permission"
Specifies whether the evaluation may be executed only by the user responsible for the evaluation, by all users, or only by a restricted group of users.
Regardless of the selected option, the following always applies:
In order for a user to execute an evaluation, they must be authorized to read the data (tables) to be evaluated.
Tip
Select the Responsible User option as long as the evaluation is not yet fully set up.
No. of User Permissions
Specifies the number of users who are allowed to execute the evaluation if User Permission Restricted Group is set.
Click on the field to manage the permissions.
For more information, see Edit Evaluations, Extended, User Permissions.
No. of User Assignments
Specifies the number of users who have added the evaluation to their My Excel Evaluations list.
Click on the field to manage or change the assignments.
For more information, see Edit Evaluations, Extended, User Assignments.
Specifies a file name for the evaluation.
It is possible to specify [Variables] in the file name that will be replaced by actual values when the evaluation is executed. The variables can be selected via a lookup.
If the field is empty, the default setting from the Excel Evaluation Setup will be used.
Tip
The lookup shows the available variables as well as a preview based on the currently specified variables.
Evaluation Date Formula
Specifies a date formula for the Evaluation Date.
Note
It is possible to specify [Variables] in date filters that will be calculated and replaced based on the Evaluation Date when the evaluation is executed. As Evaluation Date the Work Date is suggested.
The suggested date can be additionally modified via the Evaluation Date Formula.
For more information, see Edit Evaluations, Data Sheets, Date Filter Variables.
Fixed Evaluation Date
Specifies a fixed date that should be suggested as the Evaluation Date when the evaluation is executed.
Codeunit to Run
Specifies a codeunit to run when the evaluation is executed. This can be used, for example, to display notes or to recalculate or update data directly before the evaluation is executed.
For more information, see Information for Developers, Runnable Codeunits.
Direct Execution
Specifies whether the filter page should be displayed immediately when the evaluation is executed. If no filter page exists for the evaluation, the Excel workbook is created immediately. Normally, when an evaluation is executed, a confirmation page is displayed first, which can be used to schedule the evaluation, for example. This setting does not affect the archiving of an evaluation.
Archive Size
Specifies whether there should only be a certain maximum number of archive entries per user for the evaluation. If the evaluation is archived and the value is exceeded, the oldest entries in the archive are deleted.
If the field is empty, the default setting from the Excel Evaluation Setup will be used.
Tip
For example, you can schedule the Archive Excel Evaluation action so that the evaluation is archived once per day "visible to all users".
By specifying in the Archive Size field, you can determine how many days the archived evaluation will be available in the archive.
If the value 1 is specified in the Archive Size field, only the most recent version of the evaluation is available in the archive.
Executes the evaluation, saves the Excel workbook in your Business Central folder in OneDrive and opens it in a new window so you can manage or share the file.
The action is only available if OneDrive is available.
For more information, see Execute Evaluations, Execute Excel Evaluation.
Share
Executes the evaluation, saves the Excel workbook in your Business Central folder in OneDrive and shares the file. You can also see who it's already shared with.
The action is only available if OneDrive is available.
For more information, see Execute Evaluations, Execute Excel Evaluation.
Imports an analysis from the analysis mode of a page and creates an Excel Report Builder evaluation from it.
For more information, see Edit Evaluations, General, Import Analysis.
Comments
View the comments for the evaluation.
Sheets
In the Sheets area the Excel sheets of the evaluation are created or managed.
Sheets can be added to the evaluation via the Add action.
The following sheets are available, each with different properties:
Creates a copy of the current sheet.
Data Sheets can be copied with or without PivotTables.
Insert sheet from...
Can be used to insert a Data Sheet or a Text Sheet from another evaluation.
Data Sheets can be copied with or without PivotTables.
Sheets, Fields
Sheet
Displays information about the sheet. The sheet can be displayed or set up via the Edit action or by clicking on the field.
Connected Data Sheet
Displays which Data Sheet a PivotTable is connected to.
Active Sheet
Specifies whether the sheet should be the active sheet after the evaluation is executed and opened in Excel.
Disabled
Specifies whether the sheet should be taken into account when executing the evaluation or not.
Sheets, Actions
Add
Inserts a new sheet.
Edit
View or set up the sheet.
Copy
Inserts a copy of the current sheet.
Up / Down
The position or the order of the selected sheets can be changed with Up and Down.
Related information
Setup, Evaluation Groups In the Excel Evaluation Groups page you can set up groups for the evaluations. The page can be opened in the Excel Report Builder Setup via the corresponding action in the Setup group...
Edit Evaluations, Extended, User Permissions The User Permission field on the evaluation card specifies whether the evaluation may be executed only by the user responsible for the evaluation, by all users, or only by a restricted group of users...
Edit Evaluations, Extended, User Assignments The No. of User Assignments field on the evaluation card shows the number of users who have added the evaluation to their My Excel Evaluations list...
Execute Evaluations, Evaluation Archive The Excel Evaluation Archive page shows an overview of all archive entries of the evaluation and can be accessed directly via the evaluation, or via My Excel Evaluations...
Information for Developers, Runnable Codeunits On the Excel Evaluation Card page, a Codeunit for the evaluation can be specified in the Codeunit to Run field. This can be used, for example, to display notes or to recalculate or update data directly before the evaluation is executed...
Information for Developers, API Evaluations can also be generated externally via an API using the Excel Report Builder. The created Excel file is returned in Base64 format. For an evaluation to be visible in the API and to be executed via the API, the Allow API Access field must be specified on the Excel Evaluation Card...
Edit Excel Evaluation
Via the Add action in the Sheets area Excel sheets can be added to the evaluation.
The following sheets are available, each with different properties:
