Editing an Advanced Find Query in Excel
Here is a video tutorial of how to take a case advanced find, edit the query, troubleshoot errors in SQL Management Studio, and update your excel query.
The steps are:
- Run an advanced find in CRM
- Export it to Excel as a Dynamic Worksheet
- Open it, save it as an excel file.
- In Excel 2007, Click on Data in the ribbon, then Connections.
- Click Properties
- Click on Definition tab, edit the query
- Click ok, then click close
5 Responses to “Editing an Advanced Find Query in Excel”
Comment from Carlton Colter
Time December 15, 2009 at 8:23 am
Dan,
Make sure you save it as an xlsx file once you have opened it, otherwise it will stay in an xml format which won’t save the changes. Once you have it saved as an xlsx file you should be able to edit the excel file. If you would like I can work with you to get your file to work.
-Carlton
Comment from Dan
Time December 15, 2009 at 10:21 am
Hi Carlton, thanks for the reply but i have tried that exactly and when editing the query it presents you with the web query window instead of the SQL. The Command Text box is greyed out and empty and the connection string says https://orgname.domain.com/_grid/print/print_data.aspx?tweener=1
Comment from Dave
Time June 22, 2010 at 10:35 am
I’m suffering from exactly the same problem as Dan above… A resolution would be really useful.
Comment from Carlton Colter
Time July 8, 2010 at 6:00 pm
I will have to look into a solution for CRM Online and put it up. Currently the solution in this article only applies to OnPremise.
Comment from DAn
Time December 15, 2009 at 6:24 am
Your video is very useful for onPrem solutions but I am connecting to a hosted CRM system and everytime I try to edit the sql it shows it as a web query which you cant edit. Does that mean for hosted solutions you cannot manually edit the raw sql that is executed?