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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Excel Templates - Form...
Microsoft Dynamics CRM (Archived)

Excel Templates - Formulas Not Updating Figures After Download

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Posted on by Community Member Microsoft Employee

Hi

I created an excel template from the Opportunity entity and added some standard excel formulas to the template.

When testing the template all of the records correctly export out of CRM and the formulas are still showing in the spread sheet but only 1 of them actually updates from the data contained within the sheet.  To make the other SUMIF and COUNTIF's update I have to click into the cell go into the formula and press enter for them to update.

Has anyone else had any experience of why the formula don't update correctly, if one of the SUMIF's works I don't know why the others don't?

Thanks

Robin

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Excel Templates - Formulas Not Updating Figures After Download

    Hey Dan I actually found out the problem with this today. I have been using excel 2013 and my colleagues even older 2010. I raised the problem with our provider and they tested with 2016 and it worked without issue.

    Obviously some compatibility issues with older versions of excel.

    Thanks for taking time to reply.

  • DanV Profile Picture
    DanV on at
    RE: Excel Templates - Formulas Not Updating Figures After Download

    Hey Robin,

    I just started using these templates and noticed that the default state when an excel template is downloaded is read-only, once you click "enable editing" on the spreadsheet the formulas will populate on each row.  Not sure if that is your issue, but it confused me at first.

    -Dan

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Excel Templates - Formulas Not Updating Figures After Download

    Anyone got any ideas on this - its really frustrating me now that i can't get my formulas to update :(

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