I created a dynamic worksheet in CRM which I then created a pivot table for. This is great because I simply refresh the data in my excel sheet and it's current
However if I add new fields in CRM, I would have to do the export again and create the pivot table over right? It wouldn't mess up my current dynamic pivot table though right?
*This post is locked for comments
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,240 Super User 2024 Season 2
Martin Dráb 230,149 Most Valuable Professional
nmaenpaa 101,156