Problem: You are using Nintex Drawloop to generate an excel spreadsheet that contains a pivot table. All the data looks correct besides the pivot table which does not appear to refresh. Solution: Update the pivot table settings to automatically refresh the pivot table when the excel spreadsheet is opened....
Using Macros with Nintex Doc Gen
Nintex Doc Gen does not support macros running on their servers. However, Nintex Doc Gen does support using templates containing macros if they are not set to trigger when the document is opened. The workaround is to manually run the macros after the document is generated with your Salesforce data OR...
How to Populate Dynamic Charts in Your Generated Document
Problem: You have a Salesforce report with raw data and you want to show a visual representation of this data via a chart in your generated document. Downloads: Get the Excel template here: Dynamic Charts – Excel LogicGet the PowerPoint template here: Dynamic Charts – PPT Steps: 1. First, we will...