I am working on a cash flow add-in.
I need to export data from multiple source tables to excel. For example: Cash flow can be influenced by AP, AR and BudgetModel. So fields from all three tables need to be displayed as one. The data just needs to be displayed - editing is not necessary. But it needs to be real time - needs to work with that Excel add-in that allows refresh.
I don't know where to begin. The quick ("bad") solution is probably to copy relevant data to some table and export that one - which creates multiple issues.
I am capable of building entities. Further I have a hunch Maps or maybe a union query could be the solution. (I do not know much about either.)
Thanks for reading