![]() Click Edit next to BudgetPlanWorksheet data source to start adding columns. A Total request column, which summarizes Request Q1: Request Q4 columns, and an Adjustment column, which recalculates the Total Request column by a predefined factor.Ĭlick Design in the Data connector to add columns to the table. Next, calculated columns will be added to generated budget plan document template. ![]() Add a calculated column to budget plan document template table ![]() Select Add Value to add the value field to the selected place. Click Add label to add the field label to the selected location. Point the cursor to the desired location in the Excel file. In the Design tab, click Add fields, and then select BudgetPlanHeader as the entity data source. Click Design in the Data Connector to add header fields to the Excel file. To add header information, select the top row in the Excel file and insert empty rows. Add a header to budget plan document template To avoid potential issues with viewing and editing budget plan data using Excel, the same user should be logged into both Microsoft Dynamics 365 Finance and the Microsoft Dynamics Office Add-in Data Connector. You can save the Excel file to your local drive.
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