The comprehensive guide to using Business Central Excel Report Metadata with refreshable APIs

The comprehensive guide to using Business Central Excel Report Metadata with refreshable APIs

Excel Reports are extremely useful when you need a detailed dataset. They not only provide a denormalized dataset, but also facilitate the creation of meaningful data connections, pivot charts, visualizations and more. A notable drawback has been the cumbersome process of generating an Excel Report from Business Central. This involves running a report request page, downloading the file, then opening and enabling the workbook before you can access any data. Moreover, once the report is generated, you are left with a static dataset that lacks a refresh option. This means the data remains unchanged from the moment the report was run.

In Business Central 23.3 we were given the ability to create refreshable datasets by calling Business Central APIs from within Excel. Here is a deep dive into how you can create a refreshable Excel Report Layout — all you need is a Business Central API and a Report.

[NOTE]: This blog post was written before the release of BC25 (2024 release wave 2). Extensive improvements have been made to make connecting to APIs through Excel Report Layouts easier. So if you are working with BC25, please check out this blog post

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BC Excels at Reporting

BC Excels at Reporting

I had the honor of presenting at DynamicsCon Live in Scottsdale, Arizona about one of the newer features in Business Central. You can now create and run Excel Report Layouts from Business Central (without any apps or custom code!)

Excel is the most popular spreadsheet system. At one point in time we all probably listed “proficient in Excel” on our resumes. Now is the time to dust up on all the functions and advanced processing capabilities within Excel to slice and dice your data from BC.

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