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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Exporting Data for PivotTable Analysis

Dynamic PivotTables provide a way to slice and dice your data in different ways to quickly discover patterns.

Task: Exporting a Dynamic PivotTable

By default, all the columns in a view will be available to use in a PivotTable. If you want more columns, you can either add them to your view before you export or click the Select Columns button.

When you open the exported file, you’ll see your standard blank PivotTable, ready to select the data to pivot. To select the data to pivot, do the following:

1. In the security message, click Options to enable viewing the content.

2. On the Data tab, click Refresh from CRM.

You are now ready to explore your data by using the PivotTable.

Two sheets are created for each ...

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