Administration> Periodic> Data export/import> Excel spreadsheets> Template Wizard

The Microsoft Office Excel Template Wizardhelps you create one or more templates in Microsoft Office Excel where you can enter data, and then import the data into Microsoft Dynamics AX.

The wizard creates a worksheet in the workbook for each table that you select.

Tasks that use this form

Create a template in Microsoft Office Excel

Navigating the wizard

The following sections describe the pages in the wizard.

Welcome to the Microsoft Office Excel Template Wizard

This page introduces you to the wizard. Click Nextto go to the next page.

Open workbook

Use this page to select a Microsoft Office Excel workbook to add the template to. If an Excel Worksheet does not already exist, then a workbook and project file will be created. If an Excel Worksheet does exist, then the worksheet will be overwritten for the selected tables.

Select tables

Select the tables for which you want to create a Microsoft Office Excel worksheet.

On this page, you can filter between main tables or all tables. Select the tables that you want to create a worksheet for from the Available objectspane. Press CTRL to select multiple tables. Click >to move them to the Selected objectspane.

Generate field list

The wizard creates a list of fields for the selected tables. Click Nextto go to the next page.

Select fields

Use this page to select the fields from the tables that you want to be shown in the template. The shaded check boxes indicate that a field is either mandatory or part of a unique index and therefore necessary to maintain data consistency. Fields marked with a yellow padlock are system fields and are not selected by default.

Import definition group

Select the check box if you want to create an import definition group. This option allows the wizard to create an import definition group for the Microsoft Office Excel workbook that contains the template. This definition group can then be used when importing the workbook. The import definition group contains a definition for each of the worksheets created in the workbook.

The definition group is called "EXL00000xx" where "xx" is a consecutive number.

Export data

The following options are available for exporting data to the Microsoft Office Excel workbook:

Export data– Export data from the current company to the Excel workbook.
Create supporting tables worksheet– Include supporting tables. Supporting tables are typically populated with data.
Create a Microsoft Office Excel project file– Create an Excel project file. The project file references the exported Excel workbook.

Finished

This is the final page of the wizard. Click Finishto import the default data.