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Importing Jet Budgets Data into Dynamics NAV or Business Central


This information applies to Dynamics NAV and Dynamics 365 Business Central

Overview

As Jet Budgets user, you may want to use the import functionality within Dynamics NAV or Dynamics 365 Business Central to bring your Jet Budgets data into your ERP data.

How-To Video

 
Importing Jet Budgets Data

This video will be a step by step overview of importing your Jet Budgets data into Dynamics NAV or Business Central

  1. Here we see that we have an existing Jet Budget with values already entered for a specific time period

    budget01.png

    We see the company, date range, and dimensions associated with our budget.

     
  2. Within Dynamics NAV, we need a budget into which we will be importing the data.  From the G/L Budgets section, we click New

    budget02.png

    We'll give our new budget a Name and Description, and we have the option to select one or more Budget Dimensions to use:

    budget03.png

    In this case, we'll use the Dimension DEPARTMENT with our 2018 Budget

  3. We now see our 2018 Budget in our budget list:

    budget04.png

    We can double click that budget to open it and we can adjust the filters associated with our budget, if desired:

    budget05.png
  4. Next, we'll click Export to Excel... to create an Excel file in which we can then use Jet Reports functionality to gather data.

    budget06.png

    We'll define the Options we want to use for this process:

    budget07.png

    Click OK

  5. An Excel file will now be created and opened automatically:

    budget076.png

    Because this file was opened in an automated fashion, the Jet add-in is not present.

    budget076.png

    Let's save the file, close Excel, and then re-start Excel.

  6. Once Excel is re-started and we re-open the file, the first thing we will do is remove the unnecessary Data Validation from this file.

    budget08.png
  7. Next, since we specifically set up our import to use our Department information, we can add that data to the form:

    budget10.png

    Once we click OK, we can drag the resulting function to all the cells in the Department Code column.

  8. And now we're ready to gather the Jet Budget data for each combination of date period, G/L account, department

    budget09b.png

    Once we've defined that for one cell, we can drag the resulting function to all the cells in the columns with date headers.

  9. When we run our report, we see all the Jet Budgets information associated for each of our selected G/L accounts - broken down further by department:

    budget11.png

    We'll save this file, close Excel, and return to Dynamics NAV (or Business Central)

  10. From our Budget screen within Dynamics NAV, we can now click Import from Excel...

    budget12.png

    ... verify the Options we want to use for this budget...

    budget13.png

    Click OK


    ... select the file that we just saved from Excel ...

    budget14.png

    and click Open

    ... Select the worksheet within our file which contains the data we want ...

    budget15.png

    and click OK

  11. Excel will analyze the data...

    budget16.png

    ... Ask you to confirm that this is the data your want...

    budget17.png

    ... and then confirm the number of entries that were imported:

    budget18.png
  12. We can now see that data within the Budget window:

    budget19.png
  13. If we want to see more information about a specific value, we can select that value and click the dotmenu.png button next to it...

    budget19b.png

    ... to see the details associated with that value:

    budget20.png

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