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 Excel Report Builder


2023/12/19 • 3 min. to read
Each Microsoft Dynamics 365 Business Central solution contains valuable information that can be used for strategic decisions. With Excel Report Builder you get an Excel-based reporting tool that allows you to prepare and analyze this existing data material quickly and easily. From simple evaluations to automatically scheduled evaluations that contains multiple worksheets with data sources from different companies, Excel Formulas, PivotTables and PivotCharts - with the Excel Report Builder you have a wide range of possibilities at your disposal. Excel Report Builder requires no special software. The Excel evaluations are created and executed directly in your familiar Dynamics 365 Business Central working environment. However, in order for a user to open and view a created Excel workbook, a corresponding program must be installed. Basically Microsoft Excel is recommended, but you can also use OpenOffice, Office on an Android, iPhone or iPad. The Download Area provides a selection of free evaluations that you can download and use.

Navigation

The Excel Report Builder consists of two parts:
  • The first part consists of the setup and editing of Excel Evaluations.
  • The My Excel Report Builder Evaluations part is the part from where users usually execute Excel Evaluations. Here, each user can arrange and manage a personal list of Excel Evaluations.
Both parts are integrated in the Accountant and Accounting Manager Profile (Role), but can be accessed from any Profile via the Search function. The My Excel Report Builder Evaluations list is also integrated as a Role Center list. The search terms "excelreportbuilder", "nvxerb", "ncerb" and "navax" are recognized by "Tell me what you want to do". This allows very fast access to the individual areas of the Excel Report Builder.

Note

The Excel Report Builder was developed with the prefix "NCE". NCE stands for NAVAX Consulting Excel Report Builder.

Permission Sets

The following permission sets are available for the Excel Report Builder:
NameDescription
NCE, MY EVALUATIONSExcel Report Builder My Eval. You need these permissions to execute Excel Evaluations via My Excel Report Builder Evaluations. For more information, see Execute Evaluations, My Excel Evaluations.
NCE, EDITExcel Report Builder Edit You need these permissions to edit Excel Evaluations. For more information, see Edit Evaluations, General, Edit Excel Evaluation.
NCE, SETUPExcel Report Builder Setup You need these permissions to set up the Excel Report Builder. For more information, see Setup, Excel Report Builder Setup.

System Requirements & Limits

For more information, see Appendix, System Requirements & Limits.

Installation Notes

For more information, see Appendix, Installation Notes.

See also




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