NCE Excel Builder Manual for Dynamics 365 Business Central
The NCE Excel Builder is an Excel-based reporting tool for Microsoft Dynamics 365 Business Central. This manual provides detailed instructions on setup, editing evaluations, data sheets, and executing Excel evaluations. The document is useful for setting up and managing evaluations, including user permissions, copying, exporting, and importing data.
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How do I fill this out?
To fill out this form, begin by familiarizing yourself with the different sections of the manual. Make sure to follow the instructions provided in each section carefully. Comprehensive guidance is provided to assist you in completing each part accurately.
How to fill out the NCE Excel Builder Manual for Dynamics 365 Business Central?
1
Download and open the PDF manual.
2
Navigate to the relevant section based on your needs.
3
Follow the instructions provided for each section.
4
Input the necessary information as guided.
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Save and review your completed form.
Who needs the NCE Excel Builder Manual for Dynamics 365 Business Central?
1
Business Analysts - to create detailed reports for decision-making.
2
IT Administrators - to set up and manage evaluation settings.
3
Finance Teams - to analyze financial data and generate reports.
4
Project Managers - to evaluate project performance and outcomes.
5
Consultants - to implement and customize evaluations for clients.
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What are the instructions for submitting this form?
1. Download the NCE Excel Builder Manual PDF. 2. Follow the instructions for each section to complete the necessary information. 3. Once completed, save the document. 4. Submit the completed form via email to support@nceexcelbuilder.com or fax to +1 (123) 456-7890. 5. You can also submit the form online through the NCE Excel Builder website. Make sure to review all details before submission. Our advice: double-check all entries and ensure you have filled out each section completely.
What is the purpose of this form?
The purpose of this manual is to provide detailed instructions for setting up and managing NCE Excel Builder evaluations in Microsoft Dynamics 365 Business Central. By following this manual, users can effectively utilize the Excel-based reporting tool to create detailed and accurate reports. The guide covers essential topics such as setup, evaluation editing, data sheets, and executing evaluations, ensuring users can maximize the tool's potential.
Tell me about this form and its components and fields line-by-line.
- 1. General: Contains an overview of the NCE Excel Builder and its capabilities.
- 2. Setup: Guidance on setting up general settings, Excel functions, evaluation groups, and blocked tables.
- 3. Edit Evaluations: Instructions on editing evaluation settings, data sheets, table and field settings, and formulas.
- 4. Connected Sheets: Details on setting up PivotTables and related field settings.
- 5. Other Sheets: Descriptions of adding text and information sheets to the workbook.
- 6. Extended: Information on user permissions, user assignments, and downloading additional evaluations.
- 7. Execute Evaluations: Instructions on executing evaluations and managing personal lists of Excel evaluations.
What happens if I fail to submit this form?
If you fail to submit this form, you won't be able to generate accurate reports or evaluations from Microsoft Dynamics 365 Business Central. This can lead to incomplete data analysis and decision-making processes.
- Incomplete Reports: Without submission, the reports generated will be incomplete and inaccurate.
- Data Analysis Issues: Failure to submit can result in missing critical data for analysis.
- Decision-Making Delays: Inaccurate data can cause delays in strategic decision-making.
- User Permission Problems: Unsubmitted forms may lead to issues with user permissions and access.
- Evaluation Errors: Submissions are crucial to avoid errors in Excel evaluations.
How do I know when to use this form?
- 1. Reporting: When detailed reports are needed for business analysis.
- 2. Data Analysis: For analyzing data within Microsoft Dynamics 365 Business Central.
- 3. Project Evaluation: To evaluate project performance and outcomes.
- 4. User Permissions Setup: For setting up and managing user permissions for evaluations.
- 5. Financial Analysis: To generate financial reports and perform financial data analysis.
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