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Column data exported from personal view shoes blank

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Posted on by CU09091247-0

Hi,

I have an Booked Resources(msdyn_bookingsummary)OOB column in workorder. I created a personal view and added this column to the view, however it shows the data in the UI for the Booked Resources column which typically displays Bookable resources associated with that booking. But strangely, when I export to static worksheet or other form of Excel sheets the data shows blank for this column. I can see the data in other columns in Excel.

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Daniyal Khaleel 764 Most Valuable Professional on at

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Add a Related Subgrid or Associated View Instead
Instead of relying on msdyn_bookingsummary, expose the Bookable Resource Booking entity in your reports.
Each Work Order can have multiple Bookings → you’ll get the full set of booked resources in a related list.
Use Advanced Find / FetchXML / Power BI
Build a custom view or FetchXML query that explicitly joins Work Orders with their Bookable Resource Bookings.
Export from there → the resources will appear correctly.
Power BI is often the cleanest way to report on this, since it handles N:1 and 1:N joins better than Excel export.
Custom Field + Flow/Plugin Sync
If business users must see Booked Resources in Excel exports:
Create a custom text field on Work Order (e.g., Booked Resources Export).
Use a Power Automate flow or plugin to populate it with a concatenated list of resource names whenever a booking is created/updated.
This way, the data is stored physically on the record → will appear in Excel export.
Use Excel Online Export (Dynamic Worksheet)
Static exports strip certain calculated fields.
Try Export to Excel Online → Open in Excel → Save As. In some cases, the rendering carries through better (though still limited for aggregates)..

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Tom_Gioielli 3,090 Super User 2026 Season 1 on at

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That's a weird one. If you can see the data in CRM, then it should be coming through in Excel without issue as you have access to the information.

Does this happen if you open the view in Excel online as well as the desktop version?

Is there anything unique or different being done with the ifnormation in the Booking Summary field that could be causing excel issues in rendering it?

This might sound silly, but check the formatting on the cell in excel to make sure the text isn't just being set to white for some reason

Does this same issue happen to anyone else? If you have the field in a System View does it still happen?

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