Export Excel Templates using Pivot tables

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Posted on by Patrick Friedrich

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Hi all,

we do have a use case to work with Excel Templates including tables, pivot tables etc. for reporting purposes.

Each time we open the template and activate it in order to work with, all filters settings etc. especially in the Pivot table are gone. So it seems that it doesnt keep the filters from Excel / Pivot once uploaded.

Do you have any idea or similiar issues?

Thanks in advance

Patrick

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ERPlatanos 185 on at

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Export Excel Templates using Pivot tables

I'm having a similar issue. Any ideas?
Patrick Friedrich 395 on at

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RE: Export Excel Templates using Pivot tables

any idea / update here?
Patrick Friedrich 395 on at

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RE: Export Excel Templates using Pivot tables

Hi Nya,

thanks for your reply.

We want to export data into Excel templates out of CRM in order to report them because oob dashboards arent sufficient.

The problem is that when using predefined filters in pivot tables and I try to export the data all filters inside the Pivot table are gone.

Any idea how to work around this?

Thanks

Patrick
Nya 29,056 on at

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RE: Export Excel Templates using Pivot tables

Hi Patrick,

Do you mean that you'd like to import data from an excel with filter and import the filtered rows only?