Can I refresh reports in an excel workbook WITHOUT Smartview opening a brand new workbook — Cloud Customer Connect
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Can I refresh reports in an excel workbook WITHOUT Smartview opening a brand new workbook

in Narrative Reporting 1 comment

Basically my client has the odd few report books and reports which they want to slot into their excel based report packs.
They want to be able to refresh the narrative reporting based reports in that excel pack. For instance change the period from September-23 to October-23 and it refreshes WITHIN the existing excel file (with other tabs of linked to the narrative report tabs remaining there).

I've tried this in SmartView for narrative reporting but it seems to create a brand new excel workbook to give the change in period, which causes a loss of other tabs to be carried over.

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