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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2016 Excel Templat...
Microsoft Dynamics CRM (Archived)

CRM 2016 Excel Template Formulas Not Recalculating

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Posted on by arminos 87

I am using CRM 2016 On-Premise with excel templates. The feature is working fine for downloading spreadsheets with all the appropriate rows of data. However I added another sheet in Excel with a variety of calculations and analytics. I  can upload that template into CRM fine but when I redownload it none of the calculations are up to date, it shows the same value as when I uploaded it. I have to manually click into the cell or do a replace all function by replacing the = sign with another = to get it to refresh. When I do this the calculation executes and gives the correct values. I am using the table header titles for reference in my Excel formulas.

I have checked that all my auto calculation options are set up correctly and F9 also doesn't work to refresh my calculations.

Am I using this feature incorrectly or is there something that can be done to provide up to data calculations? 

Thank You

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Am also facing the same issue. One thing is clear if you modify header, nothing will work. Moreover resources on excel template manipulation is not enough to check its features.

  • Community Member Profile Picture
    Community Member on at

    Did anyone work this out - I've just done some simple sums in a spread sheet to add up my actual / estimated opportunity values and only one of them works the others I have to manually update.

  • Community Member Profile Picture
    Community Member on at

    I found that the formulas in the first table of my data are correct, but subsequent rows duplicate the same formula verbatim (without proper cell reference).  If I copy row 1 down through the data table all is good.  I am looking to avoid doing this though and have the cell references in the formulas be correct upon export.

  • Community Member Profile Picture
    Community Member on at

    Microsoft has a support article that touches on this:  docs.microsoft.com/.../analyze-your-data-with-excel-templates

    "Create a formula for expected revenue. Don’t refer to cells using their addresses; define and use names instead."  So, for example, it would be "@[Expected Revenue]" instead of cell G10....

  • TRH Profile Picture
    TRH on at

    This solved the problem I had with formulas not calculating in the exported file.

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