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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to update existing...
Microsoft Dynamics CRM (Archived)

How to update existing dynamic spreadsheet export

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Posted on by RFrame

Several months ago I setup a view that I then exported to Excel.  I subsequently built several pivot tables so that every time I refresh from CRM, my reports automatically update.  Now I need to add a couple columns to my export, but updating my source view does not update my Excel document.  I assume it is because the XML export query is independent of the view.

Is there a way for this to happen without having to recreate everything in my Excel document?

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  • Suggested answer
    Talsim Profile Picture
    Talsim on at
    RE: How to update existing dynamic spreadsheet export

    Hi,

    if you know a bit SQL, try this workaround.

    1) Open the excel workbook and enable Data Connection

     2) On the excel workbook, right click and select 'Edit Query'

     3) If the pop-up window "The query cannot be edited by the Query Wizard", opens,click OK. Now you will see the Microsoft Query window.

     4) From the Microsoft Query toolbar, click View and select SQL. A new pop-up Windows showing the actual SQL statement appears.

     5) Add the additional columns to the SQL statement and click OK to exit the SQL statement window 

    6) From the Microsoft Query window toolbar, click File and select Return Data to Microsoft Office Excel

    7) Refresh your excel worksheet if auto-refresh is not enabled and you should see all data from the select CRM view now

    Obviously this isn't a permanent fix, but a good workaround.

     Tal

    if this answer your question, please mark it as verified.

    Tal

  • RFrame Profile Picture
    RFrame on at
    RE: How to update existing dynamic spreadsheet export

    Thanks for the info, but I cannot verify if this resolves the issue.  Not sure if the root cause is because we are running our Dynamics in the Microsoft cloud or not, but here is what is happening.

    When I attempt to connect to the database, I cannot get past a browser screen listing the various Dynamic instances.  As soon as I select our production instance, a new browser window opens that lacks the data connection icons.   I've tried setting my IE options to open in the same window, and selecting the 'Import' button closes the IE window entirely.

    Guess I'll just rebuild the report.  Thanks anyhow.

  • Community Member Profile Picture
    Community Member on at
    RE: How to update existing dynamic spreadsheet export

    Hi,

    Just thought that I would drop a note onto this. It was the #1 search I cam to when looking at how to update my existing dynamic report. I had lots of excel vlookups across multiple sheets going on, so didn't want the effort of re-building the report. The steps above worked perfectly for me. Couple of gottyas. 

    - the fields you add if lookups or picklists need to add name to the fieldname.

    - the fields seemed to get added to the end regardless of where I positioned in the sql. This means that you should insert space prior to adding the fields to the sql in the excel sheet if you have formulas. My formulas didn't need changing but obviously the column refs could get altered by the inserts.

    Anyway helped me out and hope will others..cheers

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