?
Solved

Microsoft CRM Report Export to Excel Pivot Tables

Posted on 2009-12-16
2
Medium Priority
?
926 Views
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.
0
Comment
Question by:CRM_Guru
2 Comments
 
LVL 10

Accepted Solution

by:
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.
0
 

Author Closing Comment

by:CRM_Guru
ID: 31666873
Advanced Find works for me, Thanks!
0

Featured Post

Windows Server 2016: All you need to know

Learn about Hyper-V features that increase functionality and usability of Microsoft Windows Server 2016. Also, throughout this eBook, you’ll find some basic PowerShell examples that will help you leverage the scripts in your environments!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Hi, I've just fixed a problem with Sage 50 Accounts 2010 crashing when creating a new Company.  I've spent nearly 4 hours on it including three calls to the Sage helpdesk (they didn't work it out in the end - I did!) ... so I thought I'd share th…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
this video summaries big data hadoop online training demo (http://onlineitguru.com/big-data-hadoop-online-training-placement.html) , and covers basics in big data hadoop .
Are you ready to place your question in front of subject-matter experts for more timely responses? With the release of Priority Question, Premium Members, Team Accounts and Qualified Experts can now identify the emergent level of their issue, signal…
Suggested Courses

809 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question