I must being overlooking something very simple...right?? I am looking at a excel workbook that contains pivot tables and the "data" worksheet is a combination of 13 Fields from a Contact list and 4 Fields from an Opportunities list. However, thus far, I have not been able to generate this same "data" worksheet again to duplicate the reporting/pivot tables for a new report.
When I go to customize the list in either Contacts or Opportunities, I am not able to pick all 17 fields used to generate the original report. How do I combine this two list into one to generate an excel pivot tables spreadsheet? I looked at Groups and this did not do anything; I hit the same roadblock.