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Export to Excel in Microsoft Dynamics 365 Business Central

Hi folks,

In this article we will see how we can export data using Excel Buffer table in Excel format.

Here, i am using the Excel Buffer as a temporary table to store data from master table to Buffer table on temporary basis and then write it to Excel file.

Step-(1) Based on the data format and columns, create a new Procedure/function on Codeunit to export data and download it in excel file.

Codeunit 50002 "Export to Excel"
{
    trigger OnRun()
    begin
    end;

    procedure ExportSalesHeaderInfo()
    var
        TempExcelBuffer: Record "Excel Buffer" temporary;
        RecSalesHeader: Record "Sales Header";
        FullAddress: Text;
    begin
        RecSalesHeader.Reset();
        TempExcelBuffer.Reset();
        TempExcelBuffer.DeleteAll();
        TempExcelBuffer.NewRow();
        TempExcelBuffer.AddColumn(RecSalesHeader.FieldCaption("No."), false, '', true, false, false, '', TempExcelBuffer."Cell Type"::Text);
        TempExcelBuffer.AddColumn(RecSalesHeader.FieldCaption("Bill-to Name"), false, '', true, false, false, '', TempExcelBuffer."Cell Type"::Text);
        TempExcelBuffer.AddColumn(RecSalesHeader.FieldCaption("Order Date"), false, '', true, false, false, '', TempExcelBuffer."Cell Type"::Text);
        TempExcelBuffer.AddColumn(RecSalesHeader.FieldCaption(Amount), false, '', true, false, false, '', TempExcelBuffer."Cell Type"::Text);
        TempExcelBuffer.AddColumn('Time', false, '', true, false, false, '', TempExcelBuffer."Cell Type"::Text);
        TempExcelBuffer.AddColumn('Address', false, '', true, true, true, '', TempExcelBuffer."Cell Type"::Text);
        if RecSalesHeader.FindSet() then begin
            repeat
                TempExcelBuffer.NewRow();
                TempExcelBuffer.AddColumn(RecSalesHeader."No.", false, '', false, false, false, '', TempExcelBuffer."Cell Type"::Text);
                TempExcelBuffer.AddColumn(RecSalesHeader."Bill-to Name", false, '', false, false, false, '', TempExcelBuffer."Cell Type"::Text);
                TempExcelBuffer.AddColumn(RecSalesHeader."Order Date", false, '', false, false, false, '', TempExcelBuffer."Cell Type"::Date);
                RecSalesHeader.CalcFields(Amount);
                TempExcelBuffer.AddColumn(RecSalesHeader.Amount, false, '', false, false, false, '', TempExcelBuffer."Cell Type"::Number);
                TempExcelBuffer.AddColumn(System.Time, false, '', false, false, false, '', TempExcelBuffer."Cell Type"::Time);
                FullAddress := RecSalesHeader."Bill-to Address" + ',' + RecSalesHeader."Bill-to Address 2" + ',' + RecSalesHeader."Bill-to City";
                TempExcelBuffer.AddColumn(FullAddress, false, '', false, false, false, '', TempExcelBuffer."Cell Type"::Text);
            until RecSalesHeader.Next() = 0;
            TempExcelBuffer.CreateNewBook('Sales Header Info');
            TempExcelBuffer.WriteSheet('Sales Header S1', CompanyName, UserId);
            TempExcelBuffer.CloseBook();
            TempExcelBuffer.SetFriendlyFilename(StrSubstNo('Sales Header_%1,_%2', CurrentDateTime, UserId));
            Message('Excel file exported successfully!');
            TempExcelBuffer.OpenExcel();
        end;
    end;
}

Step-(2) Now create new Sales Order List Page Extension, and add new action button and call the required procedure:

pageextension 50002 "Sales Order List Ext" extends "Sales Order List"
{
    layout
    {
        // Add changes to page layout here
    }

    actions
    {
        // Add changes to page actions here\
        addfirst(Processing)
        {
            action("Export Excel - Sales Header")
            {
                ApplicationArea = All;
                Promoted = true;
                PromotedCategory = Process;
                PromotedIsBig = true;

                trigger OnAction()
                var
                    ExportToExcel_CU: Codeunit "Export to Excel";
                begin
                    ExportToExcel_CU.ExportSalesHeaderInfo();
                end;
            }
        }
    }
}

Output- Open Sales Order List Page and click on action button "Export Excel - Sales Header" and this will download the excel file with required data as:

Hope this will Help you ;)

Thanks for Reading!!

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