Update Microsoft Dynamics AX data by using Microsoft Excel [AX 2012]

1. Start Excel.
2. On the ribbon, on the Dynamics AX tab, click Connection, select the Microsoft Dynamics AX server to connect to, and then click OK.
3. Click Add Data, select the check box for the data source query to use, and then click OK.
4. In the left pane, select a default header value to include in your data query.
   You can select the header and then click Insert value, or you can drag the header to the appropriate cell in the Excel worksheet.
   Repeat this step until you have added all the header fields for this data query.
5. In the left pane, select the field to include in your data query.
   You can select the field and then click Insert column, or you can drag the field to the appropriate cell in the Excel worksheet.
   Repeat this step until you have added all the fields for this data query.
6. Click Choose parameters, and then select the parameters for the fields that you selected for your data query.
   For example, to create a data query to view all Time and material projects, select Expense.Project.Project type = Time and material.
7. Click Publish data.

After you save the workbook, the data is updated for recent transactions the next time you open the workbook.