Use new Excel report datasets

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically Sep 2022 Oct 2022

Business value

With dedicated Excel report datasets, it's easier to create Excel layouts for selected data.

Feature details

The new report datasets are created for selected data. The first datasets dedicated for Excel reporting are based on the following data:

  • General ledger data, including budgets and global dimensions
  • Customer and vendor ledger entries

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See also

Analyzing Financial Statements in Microsoft Excel (docs)