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Export to Excel and Easily Summarize Data in Dynamics 365 Finance and Supply Chain Management

I am such a fan of the List pages of data throughout Dynamics 365 Finance and Supply Chain Management! The ability to personalize the data and layout is incredible. With the latest grid enhancements that support grouping, calculating totals, and freezing columns, users can access information with increased efficiency.

When reviewing a substantial amount of information, the ability to “Export to excel” might be a great place to start. The export delivers the data to excel in a table. That format may not always your needs.

If you want to subtotal or summarize your data, please read on!

1. After downloading the data, click enable editing.
   
2. Click on the Table Design tab, select Convert to Range. Confirm the message with Yes.
   
3. Click on the Data tab, select Subtotal (cursor may need to be set in a data cell)
   
4. Define how the data should be presented. In this case, I want to create a Total by each vendor NAME by SUMMING the Invoice column. Click OK.
   
5. Expand and collapse groups by using the controls (see the arrows) shown here.
   

Our Verified Expert

Tammy Plowman

Tammy Plowman offers functional and financial expertise in Microsoft Dynamics 365 Finance and Supply Chain / Dynamics AX, with roots in accounting leadership and public sector finance. Prior to joining Stoneridge Software, she served as Comptroller for the Iowa Alcoholic Beverages Division, bringing valuable insight into regulatory compliance, fiscal operations, and ERP-supported decision-making.

Tammy has guided clients through implementations and financial system transformations, aligning technology with strategic goals. Tammy brings a finance-first perspective and a mind for precise and practical outcomes to every engagement.

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