Microsoft Excel: Create a template to export data

Objective

The objective of this page is to demonstrate how HR Managers can create a template that later can be used to export data via Excel.

You can quickly export any data from HR for Dynamics without having to use a template by opening the desired area, then selecting the Export to Excel button in the top ribbon.

Exporting data with a template allows you to apply advanced filters and analytics options to your data. The excel sheets can be used to analyze data, be handed to payroll providers and much more.

Prerequisites

  • You are HR Manager

Click Through

  • Start in HR HUB
  • In the left side menu, select the area you want to create an Excel Template for (e.g. Leave Summaries)
  • Click on Excel Templates in the top bar
  • Select Download Template (Screenshot)
  • The Entity will be the area you have selected on the left side menu
  • Select the desired view (e.g. Active Leave Summaries)
  • Click on Download
  • Open the file
  • Click on Enable Editing
  • Configure the template as you need it
    • The configuration may include: arranging cells as desired, moving columns and rows, adding formula and charts, among other Excel functionalities.
  • Save the template

Hint

  • Depending on the zoom level of your browser, the Excel Template icon may be hidden. If that is the case, you can click on the three dots on the ribbon, then select Excel Templates, and then click on Download.

Recommendations

  • Since more than one template can be created, be sure to name your record properly.
  • Once you have configured the template to your wishes and saved it, your template is ready to be imported back to the system.

Result

Once the template is downloaded, you should have an Excel file similar to the following:
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HR