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Weird Advanced Find Functionality

  • 1.  Weird Advanced Find Functionality

    Posted Sep 16, 2015 01:56 PM

    Does anyone know if something has changed with exporting records identified using Advanced Find?

    Just yesterday, I started getting column filters in Excel when I export records from an Advanced Find.   If that wasn't bad enough, when I try to copy the rows of data to a different tab or different file altogether, I get an error message that Excel can't complete the request.

    What gives?  Is there some sort of global setting that changes how this works?  If so, is there a way to see who changed the setting?

    As always, thanks for your help!!

    ------------------------------
    Mark Sampson
    VP of Sales Operations
    Trillium Software, Inc.
    Burlington, MA
    ------------------------------



  • 2.  RE: Weird Advanced Find Functionality

    Posted Sep 16, 2015 02:34 PM

    Hi Mark,

    We noticed this too.  This changed in 2015 UR1 as part of, I believe, the better integration with Excel Online.  Problem is, as you've experienced, some people copy/paste data from exported Excel spreadsheets as a part of a business process.

    Here's the workaround:

    * You can export to a Static Worksheet (second option in the export drop-down) - as long as you have only 1 page of records (since this feature now works with only 1 page at a time).

    * You can sometimes (maybe always, I haven't fully tested this) open it in Excel Online (first option under export), and then be very careful to start from the right and highlight only the columns that are displayed (columns A-C are hidden) and then copy/paste.  The hidden columns (which preserve the connection to CRM records) seem to be the culprits.

    * You can export to a dynamic worksheet, save as a CSV, then open the CSV and copy/paste will work.

    Hope one of those options will work for you.

    In my view this is a bug - but I've not done any research to see if it is on the active list of items Microsoft is working on.

    Geoff



    ------------------------------
    Geoff Ables
    C5 Insight
    704-895-2500
    Geoff.Ables@C5Insight.com
    http://blogs.c5insight.com
    ------------------------------




  • 3.  RE: Weird Advanced Find Functionality

    Posted Sep 16, 2015 02:42 PM

    Thanks Geoff,

    Just for clarification, do you mean as long as you have multiple pages, rather than "as long as you have only 1 page of records (since this feature now works with only 1 page at a time)" as I have the problem only when I have 249 or less records.....I believe.

    ------------------------------
    Mark Sampson
    ----------------------------------------------
    VP of Sales Operations
    Trillium Software, Inc.
    Burlington, MA
    ------------------------------




  • 4.  RE: Weird Advanced Find Functionality

    Posted Sep 16, 2015 02:57 PM

    Sorry if I scrambled the words a bit.

    As long as you're exporting 249 records or less, then the first suggestion should work for you (and is probably the most efficient of the offered solutions).

    ------------------------------
    Geoff Ables
    C5 Insight
    704-895-2500
    Geoff.Ables@C5Insight.com
    http://blogs.c5insight.com
    ------------------------------




  • 5.  RE: Weird Advanced Find Functionality

    Posted Sep 16, 2015 03:36 PM

    So I still get the automatic filters even with a 9 record Advanced Find:

                  

    I see this in Excel (masked Customer Name, obviously):

             



    ------------------------------
    Mark Sampson
    VP of Sales Operations
    Trillium Software, Inc.
    Burlington, MA



  • 6.  RE: Weird Advanced Find Functionality

    Posted Sep 16, 2015 03:48 PM

    Sorry, yes, the filters do still show.

    You can get rid of them in Excel by clicking the Data menu, and then clicking Filters.



    ------------------------------
    Geoff Ables
    C5 Insight
    704-895-2500
    Geoff.Ables@C5Insight.com
    http://blogs.c5insight.com
    ------------------------------




  • 7.  RE: Weird Advanced Find Functionality

    D365UG/CRMUG ALL STAR
    Posted Sep 17, 2015 08:40 AM

    Anyone else notice that the columns start at "D"? I wondered if maybe they were just hidden but not the case. I question if the data has something in A,B,C that is causing this, but not sure how to expose those columns to see.

    Very odd. Thanks for posting this. Someone in our org asked me about it but I wrote it off as an issue with their local Excel versioning (some support I am!).

    Thanks for the workaround suggestions Geoff. I agree with you, this seems a bug. Once the data hits Excel a user should be able to move it as they see fit.

    Hopefully this doesn't impact Dynamic sheets (testing later today) as we use those often for pivot tables and our own BI components we've developed.

    Cheers.

    Malcolm

    ------------------------------
    Malcolm McAuley
    Director, Information Systems
    Big Brothers Big Sisters of Canada
    Burlington
    ------------------------------




  • 8.  RE: Weird Advanced Find Functionality

    Posted Sep 18, 2015 10:15 AM

    Dear Supportless :)  (just being cheeky)

    It is not their version of Excel.  It is Microsoft being Microsoft....

    The funny thing is I'm not sure how/when the change happened.....Geoff mentioned the upgrade to 2015 - but we upgraded a while ago - there is no way, with the amount of work I do with Advanced Find, that I didn't see this earlier....

    ------------------------------
    Mark Sampson
    VP of Sales Operations
    Trillium Software, Inc.
    Burlington, MA
    ------------------------------




  • 9.  RE: Weird Advanced Find Functionality

    Posted Sep 18, 2015 10:16 AM

    P.S. Columns A-C are for re-import purposes, usually.....so I'm not sure why a static spreadsheet that will not be re-imported would have those columns in it....


    ------------------------------
    Mark Sampson
    VP of Sales Operations
    Trillium Software, Inc.
    Burlington, MA
    ------------------------------




  • 10.  RE: Weird Advanced Find Functionality

    Posted Sep 18, 2015 10:31 AM

    The first three columns are indeed hidden. To see them go to Excel help and search on "unhide column A".  The first hit shows you how to unhide column A, and then it's easy to unhide B and C.

     

    As for the inability to copy and paste, etc, you might try saving the export in xlsx format. Although the export is called ".xlsx" it's actually in HTML format. I've found that saving it to .xlsx format helps with workability.

     

    Regards,

     

    -stan

     






  • 11.  RE: Weird Advanced Find Functionality

    D365UG/CRMUG ALL STAR