The Microsoft Office Excel add-in enables the user to establish a persistent link between the Dynamics NAV server and an Excel worksheet. This connection makes it possible to update records exported from NAV inside an Excel worksheet.
Microsoft Office Excel add-in is a prerequisite for this recipe. The Excel add-in is provided in Dynamics NAV installation media and must be installed on the client computer on which this walk-through is going to be executed. For details, refer to the recipe Installing NAV Development Environment in Chapter 1, Writing Basic C/AL Code.
In this recipe, we will build a pivot table based on NAV data, and use the Excel add-in to refresh data from the Excel worksheet.
Run the Microsoft Dynamics NAV client, and open the page Item Ledger Entries. Make sure the following fields are displayed in the page:
Posting Date
Item No.
Invoiced Quantity
Cost Amount (Actual)
Sales Amount (Actual)
If any of these fields...