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Microsoft Dynamics CRM (Archived)

Advanced Find to List View - Customizing my Export

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Posted on by Community Member Microsoft Employee

I have an advanced find that exports with information from survey questions.

It exports looking something like this:

Created on> Company Name> Question > Value

For each "Question" there are 14 answers - so 14 different values for each Company Name.

I want to create an export weekly that will show in tab form the values of the questions at the top rather than as a view list, more as a tab list.

So it would read:

Name > Question 1> Question 2> Question 3 ... and so on at the top of the excel sheet and then the value would be under the question.

Right now, I can't figure out a way to do that without manually copying and pasting.

Any insight on how to do this would be great. I can't seem to modify the Advanced Find Query Columns to show each question and its value.

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  • Suggested answer
    Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: Advanced Find to List View - Customizing my Export

    Ideally, you can create a report (technet.microsoft.com/.../dn531151.aspx) to present the data where it is now.

    Another option is to export the data to Excel and use a Pivot Table, macro or formulas to summarize the data.

    It's also possible to fully automate the creation of an Excel file with the data and schedule it to be delivered to you weekly. My first thought on doing that would be to create an Azure Function (mscrmrocks.wikispaces.com/Dynamics+CRM+and+Azure+Functions+Examples) or Azure WebJob that runs on a weekly schedule. You can write to Excel via Microsoft Graph or incorporate an Excel library such as Aspose or the free ClosedXml library.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced Find to List View - Customizing my Export

    [quote user="MyCRMCo-op"]

    I have an advanced find that exports with information from survey questions.

    It exports looking something like this:

    Created on> Company Name> Question > Value

    For each "Question" there are 14 answers - so 14 different values for each Company Name.

    I want to create an export weekly that will show in tab form the values of the questions at the top rather than as a view list, more as a tab list.

    So it would read:

    Name > Question 1> Question 2> Question 3 ... and so on at the top of the excel sheet and then the value would be under the question.

    Right now, I can't figure out a way to do that without manually copying and pasting.

    Any insight on how to do this would be great. I can't seem to modify the Advanced Find Query Columns to show each question and its value.

    [/quote]current-view.jpg This is the current view. I want the Survey Questions to all be at the top. 

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