Exported data from CRM2015, updated one field in spreadsheet that needs updating, resaved as Excel 2003 xml format.
Struggling to see how to import back in to get it to update existing contact using the 3 fields the export from CRM included.
All it does is attempt to create new records.
Do not save it as Excel 2003 XML format if you want to re-import the file. 2003 XML-files trigger the old-school import process, where it is not possible to update existing records (but on the other hand you have more options for mapping data).
Instead you should simply re-import the original .xlsx-file. This will automatically update the existing records in CRM based on the information in the first three hidden columns.
Related
I have more than one-thousands records in excel sheet. now i want to import those records into data list in alfresco. But it seems to be very bad practice to copy those records one by one to data-list. so is there any way to import all records from excel to data-list in alfresco. my alfresco version is community 5.2 , i made custom data-list with the same columns in alfresco but i don't know how to import these data from excel to it. i found some solution for export Data-list to excel , but for import i could not find any things.
could any on help me ? is there any solution ?
For converting excel data to Data List, There's no OOTB feature. you'll have to create your custom logic. The easiest way would be to write a java based webscript that takes your excel and using a library for parsing (e.g. Apache POI) iterates through each row in the excel and add values to your datalist.
To add data list from code refer documentation. it contains both java and js example. Add your custom datalist URI and properties.
PS: There is an extension. but its for community 5.0.
Hi I developed one report which is taking parameters dynamically with help of Data driven subscription.
but when I did subscription it is exporting all users reports into Excel and keeping it into windows file share folder.
here my issue is my client doesn't want the report if report is empty for a particular user.
but I have to fix this issue in SSRS itself instead of doing changes in Procedure (database) level.
i used the below expression in SP Level
i.e
if(##rowcoun>0)
raiserror("nodata",16,1)
Note: but the same procedure is using for multiple purpose and my db developer is not accepting to do changes in SP levle.
in reports level i am using the below expression to hide the column headers if report is empty
iif(countrows()>0,"true","false")
but the above expression showing blank report and it is exporting empty excel sheet for the user.
Thanks in advance
Since you are already using a Data Driven Subscription, what you need to do is edit the subscription query so that it creates a list of recipient emails based on those with data. The way I do this is to join the table of recipients with the dataset to be returned.
I have a report that will be viewed from SSRS report manager and scheduled to send a flat file as well. The problem is that the rich display, summation rows, and some other elements that are perferred when viewing the report online or as a PDF are not wanted when the report is viewed in Excel or when it is exported to CVS. The solution I proposed was to simply have two reports. One that was nicely formated and the other that was more of a raw data feed but they want only one report meaning that I need a way to show one thing if it is viewd online or saved to a PDF and something different when it is saved to CVS or XLS. Is this possible and if so how?
When exporting to .csv format, many fields are stripped. Have you looked at what the existing functionality does to your report?
If that's not adequate, you can use the new SSRS 2008R2 global variable to change item visibility. For example set the hidden function to:
=(Globals!RenderFormat.Name = "EXCEL")
This would hide something when exported to Excel format. (This is only available since SSRS 2008 R2.)
More info on this at:
http://blogs.msdn.com/b/robertbruckner/archive/2010/05/02/globals-renderformat-aka-renderer-dependent-report-layout.aspx
Is it at all possible using CRM 2011 and SSRS to generate a report on a single record, and only get results for that one record?
EDIT
Additional Info - Must Use:
Custom SSRS report
Custom entity in CRM
Here's a more specific link to your question: link. You're probably looking for pre-filtering (look for "3. Pre-filtering Element" in the link provided) if you want the report to be record specific (context sensitive).
Here's a link describing the 2 types of pre-filters (CRM 4.0 but the theory applies to CRM 2011): link. And here's an example of prefiltering in CRM 2011: link
I have done this successfully in CRM 2011 with a completely custom report made in BIDS, on a custom entity, with full context sensitivity.
Make sure to learn fetchXML as it's going to be the going forward technology for these reports. The existing reports are using SQL which make them bad examples to copy off of.
Here's an example on how to extract fetchXML from an advanced find: link It also has more information on pre-filtering.
Take a look a the report Account Overview.rdl. It could be executed for a single account record or multiple records.
See Reporting for Microsoft Dynamics CRM Using Microsoft SQL Server Reporting Services
Create an embedded connection to the CRM database engine for the environment you want to target.
Create an embedded dataset to query the current record. This going to be kind of weird since experience will tell you that you are going to get tons of records, but because of the clunkiness behind CRM it will actually only get the current record. For example, if you wanted to get the current quote you would use "SELECT quoteid FROM FilteredQuote AS CRMAF_Quote"
Add a parameter to store the reference to the entity you just queried. In keeping with this example I created #QuoteFilter which is type text, could store multiple values (even though that's not what we're using it for), and gets its default value from the dataset in step 2. Also, probably ought to make this hidden since GUIDs aren't end user friendly.
Finally, use the parameter discovered in the where clause of the other datasets. For example, a search on quote products for the current quote would look something like SELECT * FROM FilteredQuoteDetail WHERE (quoteid = #QuoteFilter)
As a final note, you should keep in mind that CRM loves to remember everything even when you don't want it, too. On one of my reports I messed up my datasource and CRM was forever convinced that the report should run against all records. I fixed my datasource, but uploading the report did not trigger a refresh and correct the problem. In the end, I deleted the report from CRM, created a new one, uploaded the same exact file with no changes, and everything worked. Go figure.
Is there a way to convince Crystal Reports to export a page / group / whatever to separate worksheets when exporting to Excel (Data Only)? I'm using the CR that came with VS2008 (version 10.5)
Thanks.
According to the documentation you cannot export a report directly to multiple worksheets in a single Excel workbook.
When the limit of 65536 rows in Excel is reached though, the exporter does create a new worksheet, but you are not in control :)
update
To create your own Excel merger:
PRE: Make sure you have the Office (Excel) SDK libraries installed.
PRE: Place the files that need to be merged in a single directory.
In a VS2008 solution:
Create a new empty Excel Workbook (variable: objNewWorkbook)
Loop through the files in the directory (where you placed the Excel files) and for each item:
Load the file as a Excel Workbook (variable: objWorkbookLoop)
Create a new Worksheet in objNewWorkbook (optionally: with the filename of objWorkbookLoop) (variable: objNewWorksheetLoop)
Copy the data from (probably sheet1 in) objWorkbookLoop to objNewWorksheetLoop
Finally save objNewWorkbook to a file.
One of the things everybody ignores is that excel automation is not an acceptable solution. Yes it works ( almost always) , but even Microsoft recommends to not use it for unattended execution : http://support.microsoft.com/kb/257757
The only safe way I know to export a crystal report to multiple worksheets is by creating a grouped report and burst it using R-Tag report manager. This tool is not using Excel automation so you can run your reports at any time and on the server but if you are currently using another software to run your reports you will need to switch to this one (it is not an extension).
I know this thread is an old one, but I can see links to it without a real answer. Hopefully this will help somebody.