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.


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

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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