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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Exporting views as XML...
Microsoft Dynamics CRM (Archived)

Exporting views as XML and then saving as a standalone Excel - not working

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Posted on by Hussman 3,755

Hello all,

I exported a view into Excel from CRM 2013. It opened fine in Excel. However when I manipulate the data in there - add charts etc. I save the file in both XML and as an Excel worksheet with Macros enabled.

I am finding that when I save as an XML. If I close the file down and re-open, my charts are missing.

Also, if I save as an Excel sheet, and then re-open - I am finding that it corrupts the data.

How should I be doing this?

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  • Suggested answer
    Matt_K Profile Picture
    Matt_K 400 on at

    I've run into this as well. The data will export to XML by default, and then when I save it as a regular .xlsx I still experience the same problems with formatting and formulas. To get around this, I usually open a blank Excel spreadsheet, copy the data from the XML and paste *as values* into the blank sheet, then save it as .xlsx. That usually allows me the formatting and charting capabilities I'm accustomed to with Excel.

  • SyedHussain Profile Picture
    SyedHussain 1,820 on at

    If you want the data to be Dynamic and not corrupt once you save as a *XLSX with Macros enables*, then make sure you go to Data > Connections in the Excel Tabs; and check to make sure they are valid.

    I've messed a few reports up myself after combining too many connections on 1 XLSX sheet. Doing the above will fix the problem.

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