You may have noticed some of your Microsoft Dynamics CRM reports running just fine, but when exporting to Excel, you’re not getting your desired results. This blog will help you with a Microsoft Dynamics CRM - Quick Fix for #VALUE! Errors in Exports to Excel.
The issue in Dynamics CRM is with reports being exported to Excel. It is not an issue when downloading to PDF, Word or other formats. But the cell values of the number and currency fields in your Excel file may not populate as expected.
Here is a sample custom report of Estimated Revenue and Actual Revenue information for Opportunities. I’ve run it in CRM and everything displays perfectly, and I’m getting my desired appearance and output.
However, when saving this report to Excel, cells are populating incorrectly.
This is what you get after you've exported to Excel.
This is a known issue, and the fix will come in a future update (2015 Update 1.2). In the meantime, a rudimentary, but probably the quickest and most manageable work around would be to choose to download this to Word.
Then cut and paste into Excel. Here's what it should look like.
What you will find when you use this workaround is that you will need to do a little re-formatting to column widths, etc. But you will have your report with values displaying correctly.
In addition to this really easy solution to this issue with #VALUE! displaying where actual number and currency values should be in cells, there are more detailed modifications. However, for your average User this would be the recommended path until Dynamics CRM 2015 Update 1.2 is released.
By Erin Karatkiewicz, Applications Consultant, with , a Microsoft Partner specializing in Dynamics CRM consulting, implementation, integration, and administrative services. Based in San Diego County Southern California. For help with your CRM, contact us clicking .
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