Sending Data to Microsoft Excel

You can use integration with Microsoft Excel to create Excel-based reports that have Microsoft Dynamics NAV pages or queries as data sources. The data in Excel is provided in a data region format that you use to create PivotTables and reports. You can refresh data in Excel to reflect updates that are made in Microsoft Dynamics NAV.


Changes that you make to data in Excel cannot be ported back to Microsoft Dynamics NAV.

Excel Add-in

Once you have installed the Excel add-in, a new Dynamics NAV tab is added to the ribbon in Excel. You use commands on this tab to work with data that is exported from Microsoft Dynamics NAV.

Supported Page Types

You can send Microsoft Dynamics NAV data to Excel from List, Worksheet, and ListPlus pages.

Table Data Exporting

Only data from tables is included when you export data to Excel. For example, when you export data from the Planning Worksheet page, the Warning column is displayed on the page but is not exported to Excel because it is a calculated field.

See Also


How to: Send Data to Excel

Other Resources

How to: Export Analysis Views to Excel