Cannot export to Excel because of same column header display names

(0) Share

Report

Posted on by Community Member Microsoft Employee

I am using CRM Dynamics 2013 on-prem version. I am struggling with exporting tables from an entity such as "contacts or accounts" because some column headers have the same name (as shown in the illustration):

0246.Capture.PNG 5327.Capture2.PNG

This makes it impossible to export as Excel a table with all the headers available. And yeas, I need all the headers to show in the Excel file.

Any advice would be much appreciated. Is it, for example, possible to change the name of the headers "Attendees Customer 1" "Attendees Customer 2" "Attendees Customer 3" etc...?

*This post is locked for comments

All responses (15)

Answers (0)

DragoVI 10 on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Hello,

If you need to do an update which has to allow all user to replicate the same export, changing the header name is the only solution.

But If you need this as a one time only you can try the below steps

I have had the same problem some time ago. At that time I did not have any admin rights.

Workaround was fairly simple. You can do 3 exports :) !

You do an initial one with one of the columns and then modify the view, remove 99% of the columns and add the second column with the similar name then repeat the process with the third column.

Merge via GUID and you are done.

Its a stupid solution but it stops you from modifying headers which may affect other components they might be linked to

Good luck and let me know if it helps!
Suggested answer

DragoVI 10 on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Hello,

I have had the same problem some time ago. At that time I did not have any admin rights.

Workaround was fairly simple. You can do 3 exports :) !

You do an initial one with one of the columns and then modify the view, remove 99% of the columns and add the second column with the similar name then repeat the process with the third column.

Merge via GUID and you are done.

Its a stupid solution but it stops you from modifying headers which may affect other components.

Let me know if it helps!
Suggested answer

ajyendra 1,730 on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Hi @Sharky,

Did You save that field if Yes then After go through that see Image below

You have to publish after that it will reflect

Thanks

Ajyendra

If this answer is helpful. Please Mark as Verified.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Thanks for helping out so far, Ajyendra, really appreciated.

Seems I missed administrator privileges so now I am able to change the display name now. But the changes do not take effect in the table. Is there anything I need to do to activate the changes? Without messing up anything. Note I only want to change the display names, nothing else.
ajyendra 1,730 on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Hi,

Did u check for other entity that display Name field is disabled or not?

It seems you don't have privileges to create or edit field . That why that display field is Grey/Disabled.

Thanks

Ajyendra
Community Member Microsoft Employee on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Here is a screenshot
ajyendra 1,730 on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

hi,

Can you give us screenshot where you see that display field is Grey?

Thanks

Ajyendra
Community Member Microsoft Employee on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Yes it is the default solution. It is an entity called Governance Plans.
ajyendra 1,730 on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

Hi @Sharky,

Are you using Default Solution ? Can you share us which entity you are using?

Thanks

Ajyendra
Community Member Microsoft Employee on at

Like (0)

Report

RE: Cannot export to Excel because of same column header display names

For some reason, the "Display name" field is greyed out. So I checked the "Managed Properties", and the option "Display name can be modified" is checked. I am logged in as a system administrator so I am confused why I cannot edit the field.

I Googled and found this doc (for 365 version though) which says:

"The default solution is a special, unmanaged solution that shows you all solution components from any managed or unmanaged solutions. You can’t edit anything in the context of a managed solution; However, all the things you find there are in your default solution anyway, so you won’t need to."

So how should I go about this if I cannot edit? I am on the default solution. To be honest I am new to CRM so I have not really understood what a "solution" is yet, but the important thing is that we do already have data in CRM and I do not want to mess it up. Except for the headers though