In the Excel Report Builder Setup page the general settings and defaults for the Excel Report Builder are defined.
Note
For licensing, calling the online help and performing some actions, access to https://www.navax.app must be allowed.
For more information, see Appendix, Installation Notes.
General, Fields
File Name
Specifies a default file name for the evaluations.
It is possible to specify IDs (placeholders) in the file name that will be replaced by actual values when the evaluation is executed. The IDs can be selected via a lookup.
If the field is empty, a file name is generated by the system.
Tip
In addition to the available IDs, the lookup also shows a preview based on the currently specified IDs.
Disable OneDrive
Specifies whether the OneDrive integration (Actions Open in OneDrive and Share) should be disabled in the evaluations.
For more information, see Execute Evaluations, Execute Excel Evaluation.
This can be used to limit the maximum number of archive entries per user for evaluations where no archive size is specified.
Default Styles, Fields
Excel Table
Specifies a default style for the Excel Tables of the evaluations.
PivotTable
Specifies a default style for the PivotTables of the evaluations.
Classic PivotTable Layout
Specifies whether the PivotTable should be created in Classic Layout by default. The Classic Layout enables dragging of fields in the grid.
Slicer
Specifies a default style for the PivotTable Slicers of the evaluations.
Timeline
Specifies a default style for the PivotTable Timelines of the evaluations.
Setup, Actions
Excel Functions
View or set up the Excel Functions for the Excel Evaluations.
For more information, see Setup, Excel Functions.
Evaluation Groups
View or set up the Groups for the Excel Evaluations.
For more information, see Setup, Evaluation Groups.
System, Actions
NAVAX License Management
Opens the NAVAX License Management which displays the current license status of the NAVAX extensions.
For more information, see Appendix, NAVAX License Management.
Blocked Tables
Here you can specify tables that are not allowed in Excel Evaluations.
For more information, see Setup, Blocked Tables.
Translate all Excel Functions
This action can be used to translate the Excel Function names in the Formulas of all evaluations into English Excel Function names after upgrading the old NC Cube version to Business Central.
Note
Only users with the SUPER permission set can perform this action.
The action should only be executed once per client. If you translate German Formulas, for example, the option Replace Semicolons in Formulas is also set by default. If you run the translation again, the semicolons that were replaced by commas the first time will be incorrectly replaced by dots.
Related information
Setup, Excel Functions In the Excel Functions Setup page the Excel Functions are set up, which can then be selected in the Formulas of the Excel Evaluations...
Setup, Evaluation Groups In the Excel Evaluation Groups page you can set up groups for the evaluations...
Setup, Blocked Tables In the Blocked Tables page you can specify tables that are not allowed in Excel Evaluations. If a blocked table is used in an evaluation, the evaluation cannot be executed...
Edit Evaluations, Data Sheets, Formulas Formulas can be composed of Excel Functions, fixed and dynamic references (Formula IDs), constants and operators. However, it is also possible to simply specify a text, which is then written to the Excel cells when the evaluation is executed...
Appendix, NAVAX License Management The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...