Hi,
While preparing for the MB200 certification, I came across a question and I am not sure which topic I need to read and refer to so that I can learn about what I have missed and answer this question. Here it is.
You are a Dynamics 365 administrator. An Excel template with a pivot table is created for opportunities by a manager. When a salesperson opens the Excel template in the My Opportunities view, they observe the following issues:
✑ The salesperson can view information for all salespeople.
✑ The salesperson does not see their current data.
You need ensure the salesperson can only see their information. Which Excel PivotTable attributes should you use?
Pivot table attributes (either there are some grammatical mistakes or may be it is something technically correct and I am not aware of it):
Save source data with file is unchecked
Refresh data when opening file is unchecked
Refresh data when opening file is CHECKED
Save source data with file is checked
We need to pick the correct attribute for each requirement stated below -
- Ensure the template does not open with data beyond their access level.
- Ensure the template displays the user's current data.
Thank you.
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