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D365 FO Excel Open as Pivot Table by default

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Hello,

I have a class where I generated an excel workbook that has data derived from a datasource. Is it possible to have the excel open by default as a Pivot Table as per the example below instead of the user having to do it manually?

Thank you.

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  • Verified answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: D365 FO Excel Open as Pivot Table by default

    Hi Anthonymgy,

    You can filter fields in the open in excel while exporting - But you cannot open excel with pre-defined pivot table.

    I cannot confirm that this is not achievable, but it requires more R&D to achieve the same.

    Thanks,

    Girish S.

  • Verified answer
    huijij Profile Picture
    huijij 19,811 on at
    RE: D365 FO Excel Open as Pivot Table by default

    Hi Anthonymgy,

    Do you mean creating pivot tables through code implementation? I'm afraid not.

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