Viewing and Editing in Excel From Business Central | Microsoft Docs

With pages that display a list of records in rows and columns, like a list of customers, sale orders, or invoices, you can also view the records using Microsoft Excel. To do this, you have two options. You can either select the Open in Excel action or the Edit in Excel action on the page. The differences between the two actions is as follows:

Open in Excel

  • With this action, Excel respects any filters on the page the limit the records shown. This means that the Excel workbook will contain the same rows and columns that appear on the the page in Business Central .

  • You can make changes to the records in Excel, but you cannot publish the changes back to Business Central . You can only save the changes to Excel file on your computer.

  • This action works on both on Windows and macOS.

NOTE

For Business Central on-premises, the Open in Excel action is not available if the Edit in Excel action is.

Edit in Excel

  • With this action, the Excel workbook does not respect filters on the page the limit the records shown. This means that the Excel workbook will contain all the available records and columns, regardless of what is shown on the page.

  • The advantage of the Edit in Excel action is that it lets you make changes to records in Excel and then publish the changes back to Business Central .

  • It only works on Windows; not macOS.

NOTE

For Business Central on-premises, the Edit in Excel action is only available if the Excel add-in has been installed by your administrator. For administrators, if you want to learn how to install the excel add-in, see Setting up the Excel Add-In.

See the differences between the options

See Also

Working with Business Central


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