Execute Excel Evaluation

2025/09/20 • 2 min. to read

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Options
OneDrive Integration
Related information

Via the Execute action, an evaluation can be executed. This creates an Excel workbook on your device.

Note

The action can also be scheduled. The following applies for scheduling:

No Evaluation Filters are displayed. For more information, see Execute Evaluations, Evaluation Filters.
As soon as the Excel workbook has been created, a message appears in the Report Inbox. The Excel workbook can then be opened directly via the Report Inbox.

Options
Evaluation Code	Specifies the code of the evaluation to be executed.
Description	Specifies the description of the evaluation to be executed.
Comments	Displays the first comment line if there are comments for the evaluation.
Preview with sample data	Specifies whether to execute the evaluation with randomly generated sample data as a kind of preview to check the current settings. The file name of the workbook is prefixed with SampleData_. This option is only available if the evaluation is being edited and is executed via a sheet (e.g. data sheet). Note Filters and relations between the tables are not considered or are not correct in terms of data. For example, if a Customer has a 1:n relation with the Customer Ledger Entries and the fields No. of the Customer and Customer No. of the Entries are specified as columns, the contents of the fields will differ.

OneDrive Integration

If a connection between Business Central and OneDrive exists, the actions Open in OneDrive and Share are additionally available. An evaluation can be executed via these actions and saved in your Business Central folder in OneDrive. The evaluation will then be opened in a new window or shared. If you do not want to use the two actions for the evaluations, you can also disable the OneDrive Integration in the Excel Report Builder Setup. For more information about Business Central and OneDrive for Business Integration, see: https://learn.microsoft.com/en-us/dynamics365/business-central/across-onedrive-overview