While working on an assignment where I among other things had to prepare a new query for use with document services and the Excel add-in.
The query consisted of three nested data sources, where two was standard tables and the third was a new table which I had added to the system.
First version worked just fine. I exposed the query through document services and I could get data in Excel.
The for some reason I decided to change the relations on the table I had added, for reasons that I forget.
However suddenly my query was not showing up in the pick list, when I using the "Dynamics AX" / Add Data button i Excel.
The reason ? I had messed up the relation from my new table to the standard table, making the relation empty.
The Excel add-in reacts by simply not showing the now invalid query in the list, but it does not warn you that something is wrong.
I got a clue to this, by trying to use "Add table" instead going directly for my new table.
Then Excel add-in showed me an error message, where it stated that something was wrong in the relation.
I proceeded to correct the table relation, and voila, my query was back in action to serve as a Document data source.
So if you experience that your query will not show up in the Excel add-in try checking that the table relations of the tables used in the query, or the relations used in the query are valid.
The query consisted of three nested data sources, where two was standard tables and the third was a new table which I had added to the system.
First version worked just fine. I exposed the query through document services and I could get data in Excel.
The for some reason I decided to change the relations on the table I had added, for reasons that I forget.
However suddenly my query was not showing up in the pick list, when I using the "Dynamics AX" / Add Data button i Excel.
The reason ? I had messed up the relation from my new table to the standard table, making the relation empty.
The Excel add-in reacts by simply not showing the now invalid query in the list, but it does not warn you that something is wrong.
I got a clue to this, by trying to use "Add table" instead going directly for my new table.
Then Excel add-in showed me an error message, where it stated that something was wrong in the relation.
I proceeded to correct the table relation, and voila, my query was back in action to serve as a Document data source.
So if you experience that your query will not show up in the Excel add-in try checking that the table relations of the tables used in the query, or the relations used in the query are valid.
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