using excel to import hr language codes in dynamics ax walkthrough

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© 2013 Murray Fife. All rights reserved. Using Excel to Import HR Language Codes As part of my GuygAX project, I found that a lot of data within the HR module was missing, because it Dynamics AX is not has not been published with the localization details for the realms of Faerûn. One case in point is that there are over 99 different languages within Faerûn that I needed to load into the HR module. Although loading the data by hand is possible, I wanted to find a better way to get the information loaded. In this walkthrough I will show how I used the Excel Add-In for Dynamics AX to make the process a matter of cutting and pasting. HOW TO DO IT... To import HR Language Codes through Excel, follow these steps: 1. When looking the language codes within the HR employee and applicant records, they were initially missing. In order to use the Excel Add-In to load the data, we need to find the table within Dynamics AX that is related to the form. To do this, right-mouse-click on the form that you want to import

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© 2013 Murray Fife. All rights reserved.

Using Excel to

Import HR

Language Codes As part of my GuygAX project, I found that a lot of data within the HR module was missing, because it

Dynamics AX is not has not been published with the localization details for the realms of Faerûn. One

case in point is that there are over 99 different languages within Faerûn that I needed to load into the

HR module. Although loading the data by hand is possible, I wanted to find a better way to get the

information loaded.

In this walkthrough I will show how I used the Excel Add-In for Dynamics AX to make the process a

matter of cutting and pasting.

HOW TO DO IT...

To import HR Language Codes through Excel, follow these steps:

1. When looking the language codes within the HR employee and applicant records, they were

initially missing.

In order to use the Excel Add-In to load the data, we need to find the table within Dynamics AX

that is related to the form. To do this, right-mouse-click on the form that you want to import

Using Excel to Import HR Language Codes

© 2013 Murray Fife. All rights reserved.

the data into, and then click the Personalize menu item.

2. This will open up the Personalization dialog. Select the Query tab, and you will be able to see all

of the tables and queries that are related to the form. In this case, all of the language

information is stored within the HcmLanguageCode table.

3. Now open up Excel, select the Dynamics AX tab on the ribbon bar, and then click on the Add

Data menu button, and choose the Add Tables option from the drop down.

4. This will open up the table selection dialog. In the Filter field, you can type in the table name

that you are looking for, and then select it, and click on the > button to select the table and add

it to the worksheet.

Using Excel to Import HR Language Codes

© 2013 Murray Fife. All rights reserved.

5. On the left hand side of Excel, the Table Explorer reference panel will be displayed. Just drag

the fields over to the spreadsheet to start creating your import template.

6. When you are finished, click the Fields button to hide the Table Explorer.

7. Now, click the Refresh button in the Dynamics AX ribbon bar to retrieve any data. In this case,

there is none.

8. Now, just add in all of the new data into Excel.

Note: Rather than key in all of the language codes, I plagiarized a little, and cut and paste the

Using Excel to Import HR Language Codes

© 2013 Murray Fife. All rights reserved.

information from the Forgotten Realms Wiki.

9. Once all of your data is in the Excel spreadsheet, click on the Publish button on the Dynamics AX

ribbon bar, and choose the Publish All option to update Dynamics AX.

HOW IT WORKS...

If you check the table within Dynamics AX now, all of the data (in our case the language codes) will be

configured for you.

Using Excel to Import HR Language Codes

© 2013 Murray Fife. All rights reserved.

And we can now define the native languages of our employees and applicants.

Summary

How cool is that!

About

Murray Fife

With over 18 years of ERP (Enterprise Resource Planning) Business

Software experience, initially as a developer, then as an

implementation consultant, and now as a technology consultant

specializing in Microsoft Dynamics® AX solutions.

For the past 15 years Murray has been educating, training,

presenting and demonstrating to C-Level executives on topics

ranging from ERP software selection to business intelligence

strategies.

EMAIL: [email protected]

PHONE: +1 (404) 425-9616

TWITTER: @murrayfife

BLOG: http://atinkerersnotebook.com/

SLIDESHARE: http://slideshare.net/murrayfife/presentations

LINKEDIN: http://www.linkedin.com/in/murrayfife

ORIGINAL:

© 2013 Murray Fife. All rights reserved.

The information herein is for informational purposes only and

represents the current view of Murray Fife as of the date of this

presentation. Because Murray Fife must respond to changing

market conditions, it should not be interpreted to be a

commitment on the part of Junction Solutions, and Murray Fife

cannot guarantee the accuracy of any information provided after

the date of this presentation.

MURRAY FIFE MAKES NO WARRANTIES, EXPRESS, IMPLIED OR

STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.