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Why would you use a Power View report over using SQL Server Report Services (SSRS) or CRM’s Advanced Find? To create a good-looking, ad-hoc presentation! SSRS requires planning, thus is not an ad-hoc solution. However, using the data retrieved from an Advanced Find query, you can apply the visually appealing features of Excel’s Power View as an interactive report. Besides being a solution for ad-hoc report generation, the biggest advantage is that anybody can use Power View, provided the appropriate permissions, without the assistance of a developer.

For this walk-through, you will need to install:

  • Excel 2013 Power View Component Object Model (COM) Add-in
  • Dynamics CRM 2013 Outlook Client

In this example, you will create a report leveraging data from CRM in Excel 2013 Add-In Power View. Like Power Pivot, Power View is a COM Add-in for Excel 2013.

1. First export the data you want to use as a dynamic worksheet

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When you export verify all the columns that you want to report on are included.

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2. Note that your document will export as an XML file. Open Excel 2013 and find the exported XML file.

3. Click on “Enable Content” if a security warning appears.

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4. If you don’t see the expected data, click on “Refresh from CRM”

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5. Once the data is visible Save As .xlsx

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6. Next open up Power View.
Note: Ensure the Power View COM Add-In and Outlook Client are installed. These items must be installed in order for you to connect and view the data.

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You will not see the Power View option in the .xml format. You can find it in the Insert tab of the ribbon.

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7. Create the report that you want, Save.

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8. To make this report available in CRM:

    • Open CRM and navigate to the Reports entity
    • Click on “Add New”

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    • For the Report Type drop down option chose “Select Existing File” and navigate to the saved Power View xslx report.

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  • Enter a relevant name and categorization for this report.
  • Click on “Save and Close”
  • The report is now is available for others to see with updated data and when the report is opened, it will launch the saved Power View report in excel.

Note: You will need to enable the data to ensure it is updated.

I found that my data would refresh with current changes but my Power View graph wouldn’t. If you click “refresh all” on the data worksheet this should resolve the problem.

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If your data is still not updating and you used a dynamic worksheet check this support article by Microsoft.

If you wish to share your report, you will need to enable it for the organization.

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Here are some resources to help enhance your Power View Report:

Enjoy being able to provide your clients, bosses, team with up-to-date, “pretty” ad-hoc reports.