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Dear Sir/Madam,
I'm searching for someone who can tell me how i can create a nice overview in Excel with:
1. the activities from different projects
2. the activities from an opportunity that is linked to a project.
Now I only can find one or the other.
The purpose of this is an nice overview of possible opportunities in the market. We want to know with whom we are working and with whom we are not. This way we can pursue the cold leads better
Next to that: I need to merge these two different advanced search results in one Excel sheet.
If this is not possible then i would prefere one excel document and two separate sheets.
How should i do this?
Thanks in advance
Kind Regards
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You could export both advanced searches as Dynamic Worksheets. That would make 2 files.
Then move the sheet from one file into the other file. At this point, you have 2 dynamics worksheets in a single file.
Now, depending on the desired result, you could add a new tab and arrange data based on the other two.
In the end, 2 sheets would update from CRM, and the extra sheet would update from the first two. Leaving the original sheets untouched is generally a good idea for data integrity.
I created lots of multi-dynamic worksheets in Excel using filters, sums and whatnot to present data for people who want a quick view without browsing the CRM and generating reports.
If you are using CRM On-Prem, you can achieve this behavior by created a connection in Excel to the Filtered Views in SQL, and adding multiple tables/data sources to that connection.
The other option, is possibly creating an Excel template, but that is based on you relationship and data sources.
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