USE EXCEL 365 HOW TO SET UP
USE EXCEL 365 UPDATE THE FILTER

Use Excel 365 How To Set Up

Office 365 ProPlus includes Microsoft Word, Excel, PowerPointUse Excel to manage data. Excel is a spreadsheet program which can be used to store and format data, create charts, and run calculations based on available values. Storing data such as attendance, employee invoicing, and store inventory is common in Excel.Trouble Logging In? If you can access other MyID services but cannot access your UGAMail,В please contactEmail Client Setup: Use Microsoft Outlook, the UGA mobile app or a web browser to check your UGAMail.Here's how to set up the UGAMail email client.Never email a password or other sensitive information to messages that ask for suchInformation. If you think you have sent sensitive information to a phishing scam,Change your MyID password immediately at the MyID home page.

This article will discuss the steps to follow for Advanced Find queries, applying filtering logic, and then will discuss often overlooked features. Several tools are available for this, such as Charts, Dashboard, Views, and the SSRS Report Wizard, but my go to tool for this is the Advanced Find feature.Advanced Find is a powerful ad hoc query tool, and once you understand the basics, there are many features which you may want to explore. A common question which comes up is how to find specific data in Dynamics 365. If you must email or store sensitive information for an official reason, University of Georgia policy requires that it must be encrypted. A text to use the regular expression on.

If I want to see data from Cases but pull some specific information about the Account associated with a Case, I would set the Look For to Case, not Account. An example would be Account and Cases. You will generally want to select the most granular detail for this. This is an important decision, as you will be able to add columns of data from this entity, as well as entities this record is a child to in a one-to-many (1:N) relationship. Steps for Advanced Find Queries Step 1: Look ForThe first thing to do in setting up your query is to set the Look For to what it is you want to report on. A nice feature with the new window functionality, versus opening in-place, is you can have multiple Advanced Find queries open at any given time.

Step 3: Filtering LogicWith the Used Saved View selected, the filtering logic will be the next thing to define. Make an appropriate selection. When selecting this, you will have options of: (which has not previously defined filtering logic), any existing System Views, as well as any Personal Views previously created (more on this later).

Using the query from above, say we want to return a result set where the Created On is On or After the beginning of the year OR the Owner equals Current User. So, in the example below, the query would return all Cases where the Created On is On or After the beginning of the year AND the Owner equals Current User:If your query needs to leverage вЂњORвЂќ functionality, Advanced Find can do this as well. An item to note on this is if you add additional filters, Advanced Find will treat them as вЂњANDвЂќ scenarios, such as this criteria must be met AND this criteria must be met. Depending on what is selected for the initial field, your next step will be defining the filter clause, such as (but certainly not limited to): Equals, Contains, Begins With, etc.вЂ¦Note: These options will change depending upon the initial field selected.Below is a basic example where I want to see Cases (Look For = Cases), without an initial filter applied (Use Saved View = ), where the Created On is On or After the beginning of the year:Additional filters can be applied by clicking the Select button and continuing the build-out.

Use Excel 365 Update The Filter

You may find it necessary to revise the columns and filtering logic before finalizing: Step 6: Save AsOnce you have your Advanced Find query complete, click on the Save As button to assign a name to your Personal View. Step 5: ResultsOnce the columns have been selected, in the Advanced Find window, you can click on the red exclamation point (Results) to run the query. Keep in mind, you can add fields directly from the Look For entity initially selected (in this scenario, Cases), as well as fields from any parent entity (such as Account, Contact, User, etcвЂ¦). Also note, there is an option for Group AND, so if you need to have nested AND/OR functions, you can do this: Step 4: Edit ColumnsTo review, and/or edit the columns in the Advanced Find query, click on the Edit Columns button:In the Edit Columns window, you can click on the Add Columns to add additional columns to the Advanced Find query. This will update the filter with the OR scenario.

This will allow you to create a new record directly from Advanced Find. New Record in Advanced FindClicking on the New button will open a blank form for the entity you are running the Advanced Find for, in this scenario Account. While what I have included below is not an exhaustive list of all features available, it will provide enough information to explore some of the features offered. Overlooked Features in Advanced FindAdvanced Find is a powerful ad hoc query tool, but there are many features which users may be overlooking when using the tool. Next, I will discuss often overlooked features in Advanced Find that you can explore. This saving feature is important, donвЂ™t overlook this! YouвЂ™ve spent the time to develop your query, and this will keep you from having to recreate this each time you need this data!Those are the basic steps to complete an Advanced Find query.

After the Delete button is selected, the system will prompt you with a final warning regarding the deletion. With the record(s) selected, the Delete button will become available. To use this feature, select the record(s) you would like to delete.

With the record(s) selected, the Edit button will become available. To use this feature, select the record(s) you would like to edit. While the system provides an option around importing a file for this update, sometimes it is just easier to do this manually.

ShareIf/when a business process requires you to share records with other users or a Team, this can be done from within Advanced Find. When merging records, make sure you are aware of which record is your master record, and which record will become deactivated. Instead of deleting a specific record, Dynamics 365 allows users to merge these records. MergeDepending on how your Duplicate Detection rules are established, there are inevitably times when duplicate records are created.

With the record(s) selected, the Assign button will become available. To use this feature, select the record(s) you would like to re-assign. Assign RecordsIn the event records need to be reassigned, this function can be performed from within Advanced Find. After the Share button is selected, the system will open the standard window for record sharing. With the record(s) selected, the Share button will become available. To use this feature, select the record(s) you would like to share.

If you plan on using this functionality, consider using the Dynamic options, as you can refresh the Excel file with updated data from Dynamics 365.While this article did not discuss all capabilities of Advanced Find, it outlined the basic steps to complete a query and some basic features available that you can explore.If you have any questions about using Advanced Find in Dynamics 365 , please connect with us. Once the data is in Excel, you can use the tools available in Excel for further analysis.The most common scenario I use Excel Export is for calculations not captured in Dynamics 365, as well as any ad hoc charts which I may not want to capture in a user or system level Chart or Dashboard. This feature allows you to take the dataset returned by an Advanced Find query and export it to Excel. Excel Export in Advanced FindOther than the immediate ad hoc inquiry purposes of Advanced Find, the Excel Export is my favorite feature in Advanced Find.

How To Use Excel 365