Dynamics 365 Business Central
How to Analyze, Edit, and Report Data Using Excel

Microsoft has introduced new Excel features in Business Central that streamline analysis, price management, and financial reporting. Here’s how you can take advantage of them in the latest release.

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Analyze Business Central Data in Excel

Export List Analysis to Excel

You can now pull list analysis data from Business Central and export it directly to Excel. The data structure remains intact, allowing you to use Excel’s full analytical power.

• Open the Analyze view on any list page (like Customers).

• Use the “Open in Excel” button to export the layout and data.

• Data appears in Excel exactly as structured in Business Central.

Pivot Mode for Cleaner Reports

Pivot mode is especially helpful when exporting complex data:

• Toggle on Pivot Mode for a more structured layout.

• Drill down for detailed insights.

• Exported data in Pivot Mode is cleaner and avoids duplication.

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Enhanced Item Analysis Views

Using Pivot Mode on item lists (e.g., inventory levels by price group) gives you:

• A dashboard-style view with item groups and pricing data.

• Export-ready format that’s ideal for team collaboration or further breakdown in Excel.

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Edit Sales Price Lists in Excel

New “Edit in Excel” Functionality

One of the most exciting features in the 2025 Release Wave 1 is the ability to edit sales price lists directly in Excel.

• Access your Sales Price Lists (e.g., Default, Retail, Wholesale).

• Select a list and click “Edit in Excel.”

• Excel loads the data with the Business Central data connector.

Bulk Price Adjustments Made Easy

Within Excel, you can:

• Use formulas to change prices in bulk.

• Apply percentage increases or manual edits.

• Publish your changes directly back into Business Central with one click.

This eliminates the need for tedious copy-pasting or manual entry in the interface.

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Financial Reports with Built-in Slicers

Access Excel-Based Reports from Business Central

Business Central now includes preview financial reports that can be opened in Excel. These include features like:

• Trial Balance Reports

• Chart of Accounts data

• Real-time financial snapshots

Use Slicers for Dynamic Filtering

Each report includes slicers, allowing you to filter data by:

• Department Code

• Customer Group

• Account Category and Subcategory

You can easily focus on segments like assets or inventory with just a click, and even double-click to drill into dimension-level detail.

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Why These Excel Enhancements Matter

These new features in Business Central give users more flexibility to:

• Perform advanced data analysis.

• Make bulk data edits faster.

• Generate cleaner, more insightful financial reports.

All these enhancements are included in Dynamics 365 Business Central 2025 Release Wave 1.