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Creating an Excel template

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Posted on by Arrealius

Hi All,

I've creates an excel template using a specific view which should return approx 288 records (the view does this) but when I go to download the template i'm only getting the first 50 records any idea what i'm doing wrong?

Many Thanks in advance

Mark

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ajyendra 1,738 on at

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RE: Creating an Excel template

Hi,

As per my understanding

1) First You download the Excel Template from below image

2) After you download and open that excel you can see that only first 50 record is there . Now If you want add pivot table and pivot chart in that Excel like I did in below excel.

3) After that Right Click on Pivot Chart or Pivot Table Then You find the Option and check that checkbox as in below image

4) Now save that template fille and NOw upload that template file in CRM like below Image

5) After successfully upload generate the excel template and open excel file with enable mode you can see the update pivot chart , tables and records

Hope it helps

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Joana Pinto 740 on at

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RE: Creating an Excel template

Did you check if you didn't selected all 50 records and then clicked on the Export button? You have to click on the button without having any record selected

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Arrealius 20 on at

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RE: Creating an Excel template

I should have added to this that i'm using the 365 Version not on-prem.

I'm looking at thaving this so a user can download an excel template and this will mostly have all the analysis done in it. i.e powerquery runs and then some pviot tables etc are updated from that.

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Joana Pinto 740 on at

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RE: Creating an Excel template

Hi,

Are you using on-premises or online? I just try it on my trial environment (online, v9.1.0000.9232) and I did what you want. On a view with 280 records I clicked on "Export to Excel" and then "Static Worksheet". Make sure you did not select any records (maybe you are selecting all, and the view only displays 50 records per page):

And the result:

Regards,

Joana

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ajyendra 1,738 on at

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RE: Creating an Excel template

You have done nothing wrong it will get only 50 records

Refer below microsoft docs

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/export-excel-static-worksheet

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