Microsoft CRM Report Export to Excel Pivot Tables

Posted on 2009-12-16
Medium Priority
Last Modified: 2013-12-11
I've created a Custom Report in MS CRM 4.0 using the Report Wizard. I had to export this report in Excel and make a pivot table. So far so good. It was easy.

My goal is to create a pivot table that would update itself everytime data is changed in CRM. The CRM to Excel update functionality won't work. What would the best option? Recored a macro? VB code? Any other options?

Please note that pivot table data is not coming direct from CRM. Its first being printed in a report and then exported to excel.
Question by:CRM_Guru
LVL 10

Accepted Solution

Jeff Wight earned 1000 total points
ID: 26071614
Do you have to generate the data in a Report?  Could you use Advanced Find to get at the data instead?  If so, then Advanced Find has the ability to export to a dynamic excel sheet that updates automatically.  You can then create your pivot table from there.

Another option if you are comfortable with DSNs and sql is to create an sql script that assembles the data for you and then use the External Data/MS Query type functionality in Excel to pull the data in.  You can even do this as the source for your pivot table without going to tabular data first.

Author Closing Comment

ID: 31666873
Advanced Find works for me, Thanks!

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