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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Excel refreshable reports
Microsoft Dynamics GP (Archived)

Excel refreshable reports

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Posted on by Community Member

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.

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  • Suggested answer
    Tom Cruse Profile Picture
    Tom Cruse 1,477 on at

    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.

  • Verified answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,769 on at

    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
    Tom Cruse 1,477 on at

    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 :)

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