Microsoft Dynamics GP 2013 Cookbook by Unknown

Author:Unknown
Language: eng
Format: epub
Publisher: Packt Publishing

Getting fine grain control of Excel exports from SmartList

In a previous recipe, we looked at how to export SmartLists to Excel with the push of a button. That method creates a new Excel file each time. In many cases users need to export the same set of data on a regular basis and build it into a formatted report via Excel. There's a way to accomplish this with SmartList exports. The feature is called Export Solutions and it's the focus of this recipe.

Getting ready

For our recipe, we'll assume that we have an Account Summary report that we want to format with a title and headers the same way every time. To begin we need to set it up the first time.

Select the SmartList icon from the menu bar at the top or select the Microsoft Dynamics GP menu from the top and click on SmartList.

Select Financial | Account Summary on the left to generate a SmartList.

Click on the Excel button to send the SmartList to Excel.

In Excel, select the File | Options | Customize Ribbon and ensure that the Developer checkbox is marked in the Main Tabs list. Click on OK.

Click on the Developer tab and select Record macro. Accept the default name of Macro1 and click on OK.

Highlight Rows 1 to 5, right-click, and select Insert.

Bold the titles in cells A6-F6.

In cell A1, enter Sample Excel Solution.

From the Developer tab, select Stop Recording.

Highlight and delete all the rows.

Save the file in C:\SmartLists with the name AccountSummary.xlsm.

Download

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