Excel templates are used to produce lists and charts from data held in the Common Data Service. They are used with a list of records in a view.
You can create an Excel template from any view. In the following screenshot, you can see the options you get when you click the Excel Templates button:
Figure 19.23 – Excel templates
To create a new template, click on Download Template and the following window will appear:
Figure 19.24 – Download an Excel template
You select the entity and view you want to use, and an Excel document will be downloaded to your computer. You can then edit the Excel document, where you will have full formatting, formulas, and charting available.
You are limited to fields in the view. You can add fields to the Excel document from the entity, and from any entity in a many-to-one relationship with the entity you have selected.
Once you have created your Excel document, upload it by clicking on Excel Templates, selecting...
