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Smartlist Export to Excel

  • 1.  Smartlist Export to Excel

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Is anyone having issues exporting Smartlist to Excel? I have had no issues for the last 5 years up until last week.

    THE PROBLEMS:

    When exporting a Smartlist, the data in the rows goes to the wrong column if there are any blank column(s) at the beginning of the row.

    Additionally, I'm having issues with returning a value in a cell when entering a formula. The formula just shows up as text in the cell.

    Any ideas what to look for? My partner recommended that I just change the first column to a column that always has data in it (like journal entry number). That works for getting the data in the correct column, but it doesn't always solve the problem of getting a value returned when entering a formula. I've checks the cell format to make sure it's formatted as a number but it still doesn't return a value.

    I'm frustrated because it's been working for the last 5 years. We have not upgraded GP, so I'm not sure what is going on.

    Any help would be greatly appreciated.

    #smartlist export




    ------------------------------
    Deborah Butters
    Valley Coop Oil Mill
    Harlingen TX
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Smartlist Export to Excel

    GPUG ALL STAR
    Posted 21 days ago
    Hi @Deborah Butters

    This seems odd.

    I read that you have not upgraded or made changes to GP, but has your version of Excel Changed or your Microsoft licensing?

    The inability to format the cell in Excel is the tip-off as that has nothing to do with GP.

    Also, you could look into using Excel Refreshables as opposed to shooting a SmartList out to Excel.​

    ------------------------------
    Jo deRuiter
    🌟 GPUG AllStar 2019
    💫Granite Award Winner 2018,2019
    Atlanta Chapter Leader
    Credential Council Co-Chair
    Aisling Dynamics Consulting, LLC
    ERP Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    Alpharetta, GA
    aislingdynamics.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Smartlist Export to Excel

    GPUG ALL STAR
    Posted 21 days ago
    Deborah,

    It sounds like the way that SmartList exports to Excel could have been changed by a setting in the GP files.  Did you by chance add any lines to your Dex.ini file?  If you look in the installation folder for Dynamics GP and then the Data folder, you will find a file called Dex.ini.  Open it using Notepad and then see if you find either of the following lines.
    • SmartlistEnhancedExcelExport=TRUE
    • ExplorerFormatCurrency=FALSE

    My guess is that maybe the first one is in there and that will change how your export happens and would cause the issues you are seeing.  You can try removing the line or changing it to FALSE and relaunching Dynamics GP and then see if that makes any difference on the export.

    Let us know if what you find.


    ------------------------------
    Nicole Albertson
    Product Manager
    eOne Solutions
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Smartlist Export to Excel

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Thank you for your reply. I will have to contact my IT department or my GP partner to do this because I don't know how to access the the installation folder for Dynamics GP.

    I had reached out to my partner and she said she could "try a behind the scenes fix, but it could make the actual export to excel process run slower."  Would that be true if we changed the Dex.ini file?



    ------------------------------
    Deborah Butters
    Valley Coop Oil Mill
    Harlingen TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Smartlist Export to Excel

    GOLD CONTRIBUTOR
    Posted 20 days ago
    I have received warning from multiple directions that a recent Office update has really messed with functionality in GP and GP-related ISVs.  Because of this I have avoided installing that update in the GP user environment.  If you have installed a Office update you may want to have your IT staff uninstall it and see if the problem persists.

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    Jeff Frye
    Systems Analyst
    Hunt Brothers Pizza, LLC
    Nashville TN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Smartlist Export to Excel

    GPUG ALL STAR
    Posted 20 days ago
    Deborah,

    I am not sure what backend feature she is referring to. The "SmartlistEnhancedExcelExport=TRUE" line I referenced is something that when put in place does speed up your SmartList export to Excel, but has the downside of it removes some of the formatting and such that happens in the export to make it faster.  This is why my first instinct was to check for that line.  If it is removed or set to FALSE, the export will get slower, but it will export the data as is instead of having Excel try to pick up the formatting.


    ------------------------------
    Nicole Albertson
    Product Manager
    eOne Solutions
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Smartlist Export to Excel

    SILVER CONTRIBUTOR
    Posted 20 days ago
    That was the solution. Thank you for your help!

    ------------------------------
    Deborah Butters
    Valley Coop Oil Mill
    Harlingen TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


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