Creating a Connected or Refreshable Excel Document from Quick Query

sl-video-2015-quickquery-creating-1 Creating a Connected or Refreshable Excel Document from Quick Query

The above video elucidates how to create a connected or refreshable Microsoft Excel document from Quick Query in Microsoft Dynamics SL, formerly known as Microsoft Solomon. The Quick Query module gives you a great way to find information inside of the SL financial software. It enables you to add filters on the fly.

This video goes over three different ways to create refreshable documents from Quick Query:
 

  • Use the Query Table option to open the Create Excel Query Table screen
  • Just have a connection created for you
  • Use the Pivot Table option
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