Download the official Pipeline Management Excel template directly from Dynamics 365 → Document Templates.
Use Excel's "Unhide" Feature to Access Hidden Sheets
Open the downloaded template in Excel.
Go to Home > Format > Hide & Unhide > Unhide Sheet.
You’ll see sheets with names like PivotCache, DataModel, or other hidden sheets.
DO NOT DELETE or MODIFY these hidden sheets unless you know exactly what you’re doing — these store the pivot cache and chart data connections.
Filter the Main Data Table (Don’t Delete Columns)
Instead of deleting columns (which breaks references), hide the columns you don’t want visible:
Select the columns with fields you don’t want.
Right-click → Hide.
Alternatively, you can clear the data in those columns if you want but keep the structure intact.
Refresh the Pivot Tables and Charts
After hiding columns, go to each pivot table → PivotTable Analyze tab → Refresh.
The charts should update accordingly to show data only from visible columns.
If pivot tables/charts don’t behave correctly:
Right-click pivot table → PivotTable Options → Check data source range to ensure it still covers your filtered data.
Save the Template Correctly
Save the Excel file as an Excel Macro-Enabled Workbook (.xlsm) or Excel Workbook (.xlsx) depending on original file type.
Avoid "Save As" to other file formats (like CSV) which can corrupt hidden data.
Close Excel completely after saving.
Upload Back to Dynamics 365
Go to Dynamics 365 → Settings → Templates → Document Templates.
Upload the modified Excel file.
