Dynamics Community Forum Thread Details

Combining both dynamic and static data on the same sheet

Good Morning,

I'm not sure if this is the right location, but here goes. What I'm asking may not even be a possibility.

Just recently started using a program in our company built on MS Dynamics. Having just discovered exporting Dynamic spreadsheets I've been developing several new reports and not everything we are looking for is information that can be obtained from the existing database. Unfortunately asking IT to have these additional data fields implemented is going over like a lead brick so looking at a work around for the time being.

Here is the situation, we have a database tracking all of our ongoing cases which I'm exporting dynamically to a spreadsheet. This is working fantastic for the existing data and is allowing me to do all kinds of reporting we were unable to do previously. Now I want to take it one step farther.

The challenge we are looking to over come is that we have a stage right now called "In progress" where there is an inability to track where in the process they are and Management is asking for a better way of tracking the individual progress of each case. While we are doing this manually, we are looking to combine this with the existing dynamic data we are pulling from MS Dynamics. So adding columns to the right of the data seemed simple enough, however as the dynamic data is constantly "shifting" if you will, the data quickly becomes "out of sync" and is no longer matching.

Same thing happens when we use custom formatting (not conditional which is fine).

So is there something I might be able to do to overcome this? We need the manual data which we input and is static to stay in the same row as the existing dynamic data what will be changing.

Example with the first two columns being dynamic, and the 3rd being manual.

Before refreshing the data;

1 - Case 1 - Started Jan 1

2 - Case 2 - Started Jan 2

3 - Case 3 - Started Jan 3

4 - Case 4 - Started Jan 4

5 - Case 5 - Started Jan 5

After refreshing data;

4 - Case 4 - Started Jan 1

3 - Case 3 - Started Jan 2

5 - Case 5 - Started Jan 3

1 - Case 1 - Started Jan 4