Create a template in Microsoft Office Excel

  1. Click Administration > Periodic > Data export/import > Excel spreadsheets > Template Wizard.

    Read the first page, and then click Next >.

  2. Type a name for the Microsoft Office Excel workbook and include the full path, or browse to locate an existing Microsoft Office Excel workbook, and then click Next >.

    Note

    If you select an existing file, the content is overwritten.


  3. On the Select tables page, select the tables to include in the workbook:

    • Include an available object by selecting the table in the Available objects pane, and clicking the (>) directional arrow. Press CTRL to select multiple tables.

      If there are tables that you want to use in the template but they do not appear in the Available objects pane, then select Show all tables.

    • Remove selected objects by highlighting the table in the Selected objects pane, and clicking the (<) directional arrow. Press CTRL to select multiple tables.

    • Remove all previously selected objects by clicking the (<<) directional arrow.

  4. Click Next > to generate the field list on the Generate field list page, and then click Next > again to select the fields that you want to use.

  5. On the Select fields page, select the fields from the tables that you want to be shown in the template.

    The shaded check boxes indicate that a field is either mandatory or part of a unique index and therefore necessary to maintain data consistency. Fields marked with a yellow padlock are system fields and are not selected by default.

  6. On the Import definition group page, select Create import definition group? to create an import definition group based on the template.

    A definition group contains definitions for each worksheet in a workbook and is used when importing the workbook to Microsoft Dynamics AX.

    The definition group is called "EXL00000xx" where "xx" is a consecutive number.

  7. On the Export data page, select which of the following actions you want to take:

    • Export data – Export data from the current company to the Excel workbook.

    • Create supporting tables worksheet – Include supporting tables. Supporting tables are typically populated with data.

    • Create a Microsoft Office Excel project file – Create an Excel project file. The project file references the exported Excel workbook.

  8. Click Finish to complete the wizard.

    Note

    By default, the View workbook after creation? field is selected and the workbook opens after the wizard is completed. Clear this option if you do not want to open the workbook now.