Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Excel refreshable reports

(0) ShareShare
ReportReport
Posted on by

How do you make the fields in an Excel refreshable report come over in the order you want?  I've got the SQL code to be exactly how I want the columns in Excel to be, but the fields aren't coming in that order.

*This post is locked for comments

  • Suggested answer
    Tom Cruse Profile Picture
    1,477 on at
    RE: Excel refreshable reports

    Also just as an FYI, if you throw it into a pivot table then you won't have to worry about the column order since you set that up when building it. Plus pivot tables are nice because you can throw in things like slicers and timelines to add easier filtering :)

  • Verified answer
    Victoria Yudin Profile Picture
    22,768 on at
    RE: Excel refreshable reports

    Deanne,

    If you're creating a new Excel report and pointing it to SQL code, the columns should show up in the order that you have them in SQL.

    If you're making a change to the SQL behind an existing report, on the Excel report, go to Data, then Properties and uncheck 'Preserve column sort/filter/layout'. Then refresh your report. The columns will now be in the correct order, but you might have to change the formatting for some of them. Also, if you had any totals, they will need to be redone. Once you've made all the changes, go back and check the 'Preserve column sort/filter/layout' checkbox to keep the settings.

  • Suggested answer
    Tom Cruse Profile Picture
    1,477 on at
    RE: Excel refreshable reports

    They won't, excel will just dump them in a table, you'll have to rearrange them after you first refresh it then click on the DATA tab >> Properties and check the column sort/filter/layout box and then save it to keep the layout from changing. If you update the view then the order will have to rearranged again.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Almas Mahfooz Profile Picture

Almas Mahfooz 3 User Group Leader

Featured topics

Product updates

Dynamics 365 release plans