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MartinLeG
Copper Contributor
Jan 24, 2022

Advanced Filters in Excel

Hi - we have an advanced filter in place on a shared Excel file - no idea how it got there but we can't get rid of it - and that means our standard filters are not filtering the entire data set. The 'clear' button is greyed out and if I click on the Advanced tab it is displaying list range: $A$1:$U$1. We just want to disable this and ideally prevent it ever being reapplied...

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A custom CRM in SharePoint can work well if you keep it simple. Lists handle contacts and deals, Power Automate manages workflows, and permissions control access. It’s flexible but requires planning.

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Spoiler
Try Rapidstart CRM (free crm  power apps based)  or built simple in default environment with Dataverse which has Contact/Account entities and can be extended using power automate /custom field. Every one has access to default and you might have basic power app licenses included into your environment
","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"23","kudosSumWeight":1,"repliesCount":0,"postTime":"2023-12-09T10:50:34.287-08:00","lastPublishTime":"2023-12-09T10:50:34.287-08:00","metrics":{"__typename":"MessageMetrics","views":425},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Content_Management/category:products-services/category:communities/community:gxcuf89792board:SharePoint_General/message:4004583/message:4004933","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"Rank:rank:33":{"__typename":"Rank","id":"rank:33","position":14,"name":"Bronze Contributor","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:1814332":{"__typename":"User","id":"user:1814332","uid":1814332,"login":"Rob_Elliott","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2023-04-06T10:12:07.950-07:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/images/dS0xODE0MzMyLTQ4MTY2NGkwNTlEMkQyRDQ3M0RFRTcy"},"rank":{"__ref":"Rank:rank:33"},"entityType":"USER","eventPath":"community:gxcuf89792/user:1814332"},"ModerationData:moderation_data:4004847":{"__typename":"ModerationData","id":"moderation_data:4004847","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:4004847":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:1814332"},"id":"message:4004847","revisionNum":1,"uid":4004847,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:SharePoint_General"},"parent":{"__ref":"ForumTopicMessage:message:4004583"},"conversation":{"__ref":"Conversation:conversation:4004583"},"subject":"Re: Making my own CRM","moderationData":{"__ref":"ModerationData:moderation_data:4004847"},"body":"

EdgeTech78 you could do this with Power Apps if you have the right structure in your SharePoint list. So you'd end up with cascading galleries which is what I think you might be trying to achieve.

 

Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP (and classic 1967 Morris Traveller driver)

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