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Controlling Edit in Excel on list pages

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This article explains how the system action Edit in Excel appears on list pages. The Edit in Excel action is a system action that allows users to open a list page in Excel and edit the data in Excel and then publish the changes back to Business Central.

Default behavior for visibility of the Edit in Excel action

For a list page in an app or per-tenant extension, the Edit in Excel action is visible for users with the right permissions. The user can select the Edit in Excel action from the action bar on the list page by selecting the system action icon The system action icon .

Turning off Edit in Excel with permissions

As an admin, you can exclude permission to the Edit in Excel action for users who you don't want to have access to the feature. The following permission sets control Edit in Excel:

  • EDIT IN EXCEL - VIEW
  • EDIT IN EXCEL-ADMIN
  • EXCEL EXPORT ACTION

How to set up Edit in Excel for on-premises (and Docker sandbox) environments

The Edit in Excel action isn't enabled by default for on-premises (and Docker sandbox) environments and without extra setup, the Edit in Excel action doesn't show on list pages that would usually include the action.

For more information on how to enable the action for on-premises (and Docker sandbox) environments, see Setting up the Business Central add-in for Excel (on-premises).

See also

Setting up the Business Central add-in for Excel (on-premises)