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Export Opportunities to Excel (and create pivot tables)

Copper Elite Contributor
Posts: 158
Country: Brazil

Export Opportunities to Excel (and create pivot tables)

If I go to "Help > Feature Tours > Opportunities Tracking" at the end of presentation opportunities are exported to Excel 2007 and pivot tables are created automatically.

I am using Excel 2003. The automatic creation of pivot tables only occurs when working with Excel 2007 ? Or there is something worng in my environment ?

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
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Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Export Opportunities to Excel (and create pivot tables)

The automatic creation of pivot tables works with Excel 2003 as well. Please see KB Article 13967 for more information.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Elite Contributor
Posts: 158
Country: Brazil

Re: Export Opportunities to Excel (and create pivot tables)

Thank you Greig for your replay but unfortunately it is not working!

I use to create pivot tables from ACT data but I need to create (pivots) by hand.

I tried again to "export to Excel" and I have reset columns for better chance.

The export routine runs fast and efficiently but no pivot table was created.

I use Excel 2003 SP3 and everything seems to be working fine (except this).

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE