Export data to an Excel PivotTable

Can I do this task?

1. In any area with a list of records, on the Actions toolbar, click the Export to Excel button .
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 2003, click Enable automatic refresh.

      - OR -

      If you are using Microsoft Office Excel 2007:

      • You will see a message that says the file you are trying 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, and then click Enable this 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.
   • To refresh data in the file, click Refresh from CRM.
8. To save the exported data to a file, in Excel, on the File menu, click Save.

   Each time you open the file, if you have the Microsoft Dynamics CRM Online for Outlook installed, you will have the option to refresh data from Microsoft Dynamics CRM Online.

Tips

Notes

• There is potential for data loss if you export from Microsoft Dynamics CRM Online to a Microsoft Office Excel 2003 comma-separated value (CSV) file A data file with a .csv file extension. Typically a CSV file consists of fields and records, stored as text, in which the fields are separated from one other by commas..

To ensure that the file is exported correctly, you must have data in every row of the last column of the list you are exporting. You can add a space or other character in last column of the file or reorder the columns so that the last column always contains data. More information: Microsoft Knowledge Base Article 77295

• In Microsoft Dynamics CRM Online, 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 Microsoft Office Excel XP, Excel 2003, or Excel 2007 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 Online. Excel worksheet.