Export to an Excel PivotTable to see patterns and trends in data

Can I do this task?

Important

On a default Microsoft Dynamics CRM installation, before you export data to an Excel PivotTable, make sure that:

• Microsoft SQL Server server allows remote connections.

Allow remote connections to SQL Server.

• Windows Firewall allows remote SQL Server connections. See How to: Configure a Windows Firewall for Database Engine Access.

1. In any area with a list of records, on the <Record Type> tab, in the Share Data group, click the Export to Excel.
2. Click Dynamic PivotTable.
3. To add or remove a column in the report, click Select Columns.
4. In the Select PivotTable Columns list, select or clear the check boxes for the fields as needed, and then click OK.

   By default, only fields that are displayed in the Select PivotTable Columns list are included in the PivotTable Field List.

5. Click Export.
6. Open the file containing the PivotTable:
   1. To view the PivotTable, click Open.
   2. If you are using Microsoft Office Excel 2007:
      • You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click Yes.
      • If you see the security warning Data connections have been disabled, click Options, click Enable this content, and then click OK.

      If you are using Microsoft Excel 2010:

      • You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click Yes.
      • You will see a message that says that the file was opened from a potentially unsafe location. Click Enable Editing.
      • If you see the security warning Data connections have been disabled, click Enable Content, and then click OK.
7. Drag the fields from the PivotTable Field List to the PivotTable. For more information, see Microsoft Office Excel Help.
8. To refresh data in the file, on the Data tab in the Connections group, click Refresh All.
9. Save the exported data to a file.

   If you are using Microsoft Office Excel 2007, click the Microsoft Office Button , and then click Save.

   If you are using Microsoft Excel 2010, on the File tab, click Save.

   Each time you open the file, you have the option to refresh data from the Microsoft Dynamics CRM database.

Tips

Notes

• In Microsoft Dynamics CRM, money values are exported to Microsoft Office Excel as numbers. After you have completed the export, to format the data as currency, see the Excel Help topic titled “Display numbers as currency.”
• You must use Excel 2007 or Excel 2010 to export a list to a PivotTable.
• Some system views, such as Accounts: No Campaign Activities in Last 3 Months, can be exported only to a static A file that does not change when data changes in Microsoft Dynamics CRM. Excel worksheet.