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Drill through: From excel to crm RRS feed

  • Question

  • I'm creating dynamic excel worksheets which are exported from CRM.

    I want to introduce a drill through in these woorksheets so that by clicking on the relevant record in excel, one can see the record details in CRM...

    How should I go about doing this >?

    Wednesday, April 18, 2012 8:23 AM

Answers

  • Hi,

    Out of the box there seems to be no such functionality by which you can create drill through after creating dynamic excel worksheets. Dynamic excel worksheets refresh your data every time you want to or open the excel file.

    The excel file stores the connection back to your CRM data. You can try doing this in excel. I myself never had any requirement by which my users wanted drill through in dynamic worksheets.

    First fin where and how the CRM data connection is stored in excel. Then try to use that connection and create more output from CRM. If excel has drill through functionality in any form like pivot etc., use that to combine and create drill through.

    Another option is what I did in one of my CRM 2011 projects. Create charts and display them in dashboards. They support drill downs and directly from charts you can open the records. Charts look nice and professional and comes with tons of flexibility of display and drill downs.

    Of course you have your requirements of excel drill downs. Let's say you are able to do that, drill down data amount should be a lot (i mean lots of records). If there are many users or one user opening a data intensive excel file, it may have some performance issues on CRM and the network.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, April 18, 2012 9:45 AM

All replies

  • Hi,

    Out of the box there seems to be no such functionality by which you can create drill through after creating dynamic excel worksheets. Dynamic excel worksheets refresh your data every time you want to or open the excel file.

    The excel file stores the connection back to your CRM data. You can try doing this in excel. I myself never had any requirement by which my users wanted drill through in dynamic worksheets.

    First fin where and how the CRM data connection is stored in excel. Then try to use that connection and create more output from CRM. If excel has drill through functionality in any form like pivot etc., use that to combine and create drill through.

    Another option is what I did in one of my CRM 2011 projects. Create charts and display them in dashboards. They support drill downs and directly from charts you can open the records. Charts look nice and professional and comes with tons of flexibility of display and drill downs.

    Of course you have your requirements of excel drill downs. Let's say you are able to do that, drill down data amount should be a lot (i mean lots of records). If there are many users or one user opening a data intensive excel file, it may have some performance issues on CRM and the network.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, April 18, 2012 9:45 AM
  • Hi,

    If the response answered your question and you are satisfied, please mark the response as an answer. This will help others to search on similar problems.

    Thanks in advance.

    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Thursday, April 19, 2012 5:16 AM