The Quick Query module for Microsoft Dynamics SL enables users to quickly and easily mine the Microsoft Dynamics SL database, and to view, filter, and sort the mined data in a table format. You can also export the data into Microsoft Excel, and set it so that an Excel file is refreshable with current data.
In our last few Microsoft Dynamics SL blog entries, we’ve covered some of the basics of how to use Quick Query, including the following:
- Moving, deleting, and renaming columns
- Changing the sort order
- Drilling down to the source data
- Filtering the data for a query
- Copying and pasting data lines
- Saving a Quick Query view
- Copying a Quick Query view into an Excel file
- Making a Quick Query view in Excel refreshable with current data
Today we’ll finish going over how to use Quick Query for Microsoft Dynamics SL 2015.
In the Quick Query Viewer screen, when you click the Export to Excel button at the upper right, you get four options. We’ve previously discussed the Copy To Table and Query Table options. The other two options are Connection and Pivot Table.
If you choose the Connection option, it works a little differently than the other options we have discussed. This option does not create a full table, but simply a data connection. Click the Get External Data button, and then you can choose what kind of data you want to pull in. The Pivot Table option, as the name suggests, creates a pivot table. You’ll choose the pivot columns before the data is opened in Excel.