- Excel Reports are extremely useful for detailed datasets, denormalized datasets, data connections, pivot charts, and visualizations.
- Generating an Excel Report from Business Central was previously cumbersome, involving multiple steps before accessing data.
- In Business Central 23.3, the ability to create refreshable datasets by calling Business Central APIs from within Excel was introduced.
- The process involves running a report, sending it to Excel, and utilizing the Aggregated Metadata worksheet for crucial information.
- Advanced Power Query Editor is used to construct dynamic URLs for connecting Excel to an API, requiring company and environment information.
- Privacy levels are set to Organizational, and refreshing data from Business Central in Excel is faster and more efficient.
- Custom APIs can also be used by constructing URLs with variables from the ReportRequestValues table and the published API.
- Resources like Copilot and online tutorials are helpful for creating and utilizing refreshable APIs for Excel reports connected to Dynamics 365 Business Central.
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