Day 3 of 10: Utilizing Excel with Business Central - Excel Report Layouts

Dynamics 365 Business Central

Excel report layouts leverage Excel workbooks to create dynamic reports using formulas, PivotTables, and PivotCharts.
Benefits of Excel report layouts include no code required, built-in functionality, user autonomy, familiarity with Excel, and integration with the Microsoft ecosystem.
Excel's familiarity and productivity enhance user experience and productivity, especially when integrating with other Microsoft products like PowerQuery.
Visualization tools in Excel such as Pivot Tables, Charts, and Graphs help transform raw data into actionable insights.
Advanced Excel features like Comments, Forecast Sheets, and 'What if' Analysis boost productivity and data integrity.
Steps to create an Excel report include identifying the report number, building the layout, utilizing multiple tabs, integrating tables and charts, getting creative with slicers, and leveraging built-in Excel features.
Finalizing the report involves considering design elements, themes, printer-friendly formats, explanatory sections, dashboards, and ease of use for non-technical users.
The conclusion includes uploading and generating the report after ensuring everything functions correctly.

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