Powerful Reporting with Excel Templates
Great news for you analysts and visualization gurus out there! With the recent release of Microsoft Dynamics CRM Online 2016, it has never been easier to deep dive into your data thanks to the new Document Generation feature. As expert Microsoft Dynamics CRM consultants, we at xRM can’t wait to help our clients leverage Document Generation to unearth valuable KPI’s in a robust reporting tool like Microsoft Excel.
Excel, Only Better!
Document Generation enhances the Excel Online integration that was introduced with CRM Online 2015 Update 1. Basically, it allows users to upload a templated version of an Excel report to CRM Online. Users can then open the template which is populated with up-to-date data, giving users deep insights into their business at the click of a button. Let’s see how it works.
1. Preparing the Template
The first thing you need to do is set up a baseline view in CRM Online. In this example, I’ve created a view made up of sample data from an email campaign that captured metrics such as opens, clicks, and unsubscribes. I then click the Excel Templates button in the command bar, and then click Create Excel Template.
2. The Create template from CRM data window opens. Notice that CRM Online gives us the option to filter by entities and to choose a previously saved view. Since I’m already at the view I want to use, I’ll leave the defaults selected and then click Download file.
An Excel file is then downloaded locally to my machine, containing the columns and data from the view. I can then design a report using Excel tools.
Good for Newbies and Experts Alike
If you are already an Excel wizard, try applying some of your favorite analytical tools to the data. If you’re new to this, I recommend some analyses that are difficult or impossible using the out-of-the-box reporting tools of CRM Online such as totaling sums and averages, conditional formatting, sparklines, and PivotTables. Don’t forget, you can create multiple sheets in your Excel template.
3. Upload the Template
One you’ve prepared your report, save it locally. Back in CRM Online, navigate to the Create template from CRM data window. This time however, click the Upload button. Drag the Excel file into the upload box that appears. A confirmation window then appears and you’re good to go.
4. Run the “Report”
Navigate back to the entity where you want to run the report. This time around, you’ll see your uploaded template which you can then open right in Excel Online, or you can download a copy of the latest data.
Here’s an example of a report I designed and can access right from the browser. In the first sheet I broke down the data with conditional formatting, something that cannot be done in CRM Online natively.
On a separate sheet, I have set up a simple pivot table and chart that breaks down the average number of clicks, opens, and bounces per campaign.
Create for One, or Create for All
These templates can be set up for personal use, or administrators can create templates for all users to consume.
You can let your imagination run wild with the reporting possibilities when a powerful database like Microsoft Dynamics CRM has such seamless integration with an analytical tool like Excel.
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Other Helpful Articles
- Creating Multi-Entity Views in Microsoft Dynamics CRM
- Editing Multiple Records in CRM Online with Excel Online
- Using Templates for Data Import in Microsoft Dynamics CRM