Copying data to-and-fro between Excel & Navision

One of my reader has requested to show him how to export data from Nav Journal to Excel, perform correction and import back to Navision.

So let us see how can we perform this and what are the limitations.

Open the Journal in Navision.

Arrange and show all the Fields that you want to export to Excel on the page.

Fill some sample data. Say single line of Journal, way usually you do.

Now Send to Excel using options shown in below screen.

Data will get Exported to Excel.

Have you noticed something, with the data that got exported yo Excel?

Your 2 Additional Shortcut dimension was not Exported to Excel. Customer Group Code & Area Code, why?

Since these are not the actual fields in the table and it is calculated on Page level, so you will only be able to export Dim-1 & Dim-2 your Global Dimensions which is available as Field in the Table.

Make sure you enter Dimension Values in Capitals in Excel Columns.

Now perform required changes to the Journal data.

Insert New Lines, Delete existing Lines or Edit existing Lines.

Make sure you don’t keep more than 30000 to 40000 lines, until this it works fine if more than this either performance is too slow or Navision gets hang while you copy back your data to Navision. Upto 40000 works fine have tested several time. Depending upon your system performance you can decide how much data will be ok for you.

As we have seen above my 2 additional Dimensions is missing from the exported data. We need to match the columns what we have in our Excel and sequence. So we will hide/remove the additional columns from the Journal to match the sequence from Excel columns before we copy back our data from Excel to Navision.

Select the Rows in excel containing you data excluding header columns and copy.

Return to your Journal and Paste as shown in above screen.

Your modified data is imported back to the Journal in Navision.

Now perform the Journal action way you do normally.