![excel report builder excel report builder](https://i.stack.imgur.com/fWsQ5.png)
Select your exported data and click Open.ħ. From the Data tab, select Existing Connections and next Tables. To create the Power View report, we need to connect to our exported data. Next, save the sheet as an Excel Workbook (*.xlsx).Ħ.
![excel report builder excel report builder](https://www.ktlsolutions.com/wp-content/uploads/2017/09/m1.png)
Note: You must have the CRM Outlook Client configured to this organization!ĥ. In order to see data, you may need to click Refresh from CRM on the Data tab.
![excel report builder excel report builder](https://www.perfectxl.com/wp-content/uploads/2021/05/reports-in-excel.png)
Locate the saved file, right-click, and select to open with Excel.Ĥ. Owner, StatusCode, Close Probability, Estimated Close Date, Customer, and Estimated Valueģ. Select a view – in this example, we chose Opportunities – and Export to Excel checking the Dynamic worksheet option. Most organizations have Excel power users that are familiar with the 'Export to Excel' functionality, which will be our first step.ġ. In this post we will focus on connecting CRM data with Excel and getting started with basic elements as well as setting up a cool bubble chart to 'play' our data. Power View is not related to the PowerObjects PowerPack tools, but a very powerful reporting feature of the Microsoft BI suite. Power View offers additional visualizations that can easily aggregated as a dashboard with robust filtering, sorting, and formatting features to provide the user nearly endless options. Power View is an add-in feature of Microsoft Excel 2013 and is also an add-in for SQL Server 2012 Reporting Services.