Tensoft Senior Consultant and Business Central expert Jason Ochipa recently shared some of the tips and tricks in a Tensoft customer training session on Microsoft Dynamics 365 Business Central. One of the tips covered how to get to raw data into a table. This can be helpful if you want to see what fields are available to pull in, or to get access to a list of data that you can't find via personalization. Below is a partial transcription of this webcast:
“There are two ways to view all the fields that are available in a particular page - one is to just view it in a web page and the second one is through a configuration package.
Viewing the table and the raw data in a web page is a little more user friendly and involves fewer steps. If you go to the Purchase Order listing page > Personalize, you'll see a bunch of fields that are available to you in Personalization. Microsoft has been adding a lot more fields here and at some point, most of them will be available. But if there's some other field that you know exists and you want to find it, click “?” > Help and Support > Inspect pages and data. This will tell you the ‘Page’ and the ‘Table’. Click on ‘View table’ link.
This is essentially like doing a SQL query against the raw table. This would include every field that's possibly available. There is no page export on this page. The only way to get this into a list that maybe you want to work with in excel, is to click Select More and then select them all > CTRL C and paste that into excel. You’ll notice that it goes all the way out to FH in excel, so there are quite a few fields available to you.
If it's just a one-time thing and you don’t plan to get the data on a recurring basis, this is the quickest way to do it. But if you do want to get the table data more often, you can create a configuration package.
Click on Configuration Packages > New > give it a name ‘PURCH ORDER’ and then find the Table ID. It is 38 for the Purchase Header.
Now, you’ll see this in configuration packages. Click on Package > Export to Excel. It's a few more clicks than the first method, but you can see once it is saved, it's easier to get into excel. The formatting is a little bit nicer too than the previous one. This is an alternative way to get all the data.”
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.