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I have a giant spreadsheet with all our key accounts etc and we need to find out how many orders per account, how many contacts per account.

On SF reports I can add a "Record Count" formula but when I export this doesn't come as part of the file, I need to find the easiest way to potentially use a Vlookup and update the spreadsheet with each individual record count. Is this possible? It seems like a really simple necessary thing a lot of people would need.

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If you use the Printable View button instead of export this will keep all record counts and show the report as it appears in the salesforce report screen.

  • How can I use a printable view to add this back onto my spreadsheet though? – Paul Rogers Sep 14 '16 at 10:04
  • Also printable view only gives me 2000 of the 19k records – Paul Rogers Sep 14 '16 at 10:10
  • The other option is to create a Rollup summary on the account for orders and contacts and this will put a field which you can report on and export from salesforce. help.salesforce.com/apex/… – Benjy Hunt Sep 14 '16 at 10:16
  • I decided to download without any sort of filters and then just pivot table in excel, was much easier :) Thanks for taking the time to answer. – Paul Rogers Sep 14 '16 at 13:24
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Messing around with Formulas and such aside, get all the columns of data you wish to report on - Download to Excel, create a pivot table and add "orders" or "full name" to Values & then add the company name to X axis will allow you to create a pivot with results showing the total amounts of opportunities/orders/contacts then its simply using a vlookup or copy and paste matching the ID's upto the existing spreadsheet

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