Questions tagged [excel]

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28 views

Excel-like data entry in Salesforce [closed]

I have users that want to be able to easily update Salesforce campaign member record fields as if they were in rows/columns in an Excel spreadsheet. They don't like needing to click on links in ...
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1answer
22 views

Dataloader Across Org's = How to match Contacts to their Accounts?

If I move an Account from Production to Sandbox, then when it's time to move the Contacts from Production to Sandbox, then in Excel, in the Contact CSV, I just update the AccountID Cell with the new ...
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1answer
24 views

Dataloader = CSV = Numbers = Scientific Notation

Dataloader requires CSV Files. When I convert my files to CSV it changes the numbers to "Scientific Notions": Before: After: Then they show up in Salesforce as Scientific Notions "4.90001E+11". ...
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26 views

How to download an xlsx file when using the Reports REST API

I'm looking for ways that I can download the results of reports in Apex and save them as Salesforce Files in either CSV or Excel format. I came across this page from the Salesforce Reports REST API, ...
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1answer
83 views

Download data as Excel File in Aura Component

I have a Lightning Component that renders data in a table. I currently have the logic that downloads as a CSV file. For some users,Excel is not auto formatting the file to display as Columns. So they ...
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1answer
19 views

Update one field of a custom metadata from excel sheet

I have a custom metadata called Animal__mdt with one field called Color (Among other fields). I have the new values of Color in an excel sheet. There is a 1:1 relationship between the Name field of ...
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0answers
11 views

How to Export Visualforce page as a .XLSX file? [duplicate]

I have developed a visualforce page which is exported as a .xls file and works well. But need to upgrade it to the .xlsx file when downloaded. Below mentioned is the snippet of the Page attribute ...
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0answers
29 views

Report Rest API (asynchronous run and excel export)

I'm trying to use Report Rest API to filter and export some of my reports. My first approach with synchronous report runs works pretty well, but I bumped into 500 batches' run per hour limitation. I ...
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1answer
35 views

Is there a third-party or native methodology for pushing/pulling data to/from Excel to specific Salesforce Objects?

Our desired workflow is as follows: 1. Creation of quote data for a specific project within Excel using a template containing a myriad of formulas necessary to accommodate technical selling. 2. ...
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1answer
146 views

Excel download from API

I'm trying to create a Lightning component that uses a button to make an API call. The response is in Content Disposition form that returns an Excel file. I'd like to be able to have the Excel file ...
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1answer
29 views

Can't Convert to String some special Chars

I have a file to insert Accounts ,but some fields like account name have values with special characters like 'ñ' ,and Im having this error "BLOB is not a valid UTF-8 string" when I execute this query: ...
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10 views

Data Extension Import Error From Excel for Mac

I'm uploading a .csv to a data extension and have pared it down to "FirstName", "LastName", and "Email" to root out the error. It's a .csv download from Webex that I'm formatting on my Mac running ...
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1answer
47 views

Open Excel in browser instead of Download

I have requirement where I want to display Excel in viewer instead of downloading it in Salesforce. I am using /sfc/servlet.shepherd/document/download/+ ID to download Excel. Is there any way to open ...
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1answer
47 views

CSS for Excel Accounting Format?

I am working with a data table in Visualforce, and I am trying to get the columns with currency values to format similarly to how the account format looks in Excel, where it will align the dollar ...
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0answers
338 views

Create Excel XLS from batch apex via Visualforce page

I have a scheduled batch apex that currently creates a .CSV document and attaches it to an email, but I have to change it, so instead of a .CSV file, I get a formatted XLS Excel document. Now, after ...
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2answers
105 views

Catch and change locale Excel date format when importing to ISO8601

I am implemeting an excel import where besides others, a date field is imported to salesforce and inserted as a record. Now I have e.g. an excel sheet where I have a date Format like 01.02.2020 or 02/...
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1answer
169 views

Excel download characters got corrupted in lightning component?

Using lightning component i want to download the excel file with some contacts. I am able to get the contacts. But file downloading if my contact name is in other language like Chinese/Japanese, the ...
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0answers
339 views

How to remove double quotes from CSV

A .csv file I have imported via FTP (too large to manually upload) is wrapping several of the contained columns values in double quotes. When I review the file in Excel the quotes don't exist and the ...
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2answers
182 views

How to calculate present value (PV) in formula

I have a formula (see below) which works in Excel and uses the -PV function (in bold). The PV function calculates the present value of a loan based on certain criteria. However, Salesforce doesn't ...
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1answer
21 views

Importin Excel files in xls format

Does anybody know if it's possible to import .xls files into SFMC ?
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1answer
87 views

Is it possible to convert numbers from Base 10 to Base Alphabet and back again using formula fields?

For shits and giggles, I am working to create a spreadsheet application (comparable to Excel, inspired by The SCells Spreadsheet) on Salesforce.com Each spreadsheet cell will correspond to one ...
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2answers
689 views

Junk Characters in excel

I exported my client's data as .csv file but when i open it in excel then it will show junk characters for Blank spaces after any character like below but in csv file blank spaces treat same as blank ...
2
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1answer
237 views

Salesforce version of vlookup - returning counties based on zip code

What I want to do seems fairly programatically easy. I could do it in Excel with a vlookup in less time than it would take me to complete this post. I want users to be able to enter the zip code in ...
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1answer
171 views

Visualforce Excel Export Issue

I'm trying to export a Visualforce page as an Excel document. I've looked at similar questions and the exported file is saved as a webpage embedded in excel which is prompted as unsupported/corrupt ...
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3answers
2k views

Is there a way to dynamically fill excel sheets from apex?

Currently in my sandbox I have been working on a component that, upon a button press, updates a record and sends an email with an excel sheet attachment to a given user. The excel sheet needs to have ...
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0answers
31 views

Power Query and Staging

I have installed Power Query and can access my production environment. I cannot log into our staging environment. The PW is the same in both environments. I'm wondering if the token the same in ...
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1answer
1k views

Excel Power Query and SF Connection [closed]

I have Microsoft Excel 2016 installed. It has a version of Power Query provided but it doesn't have the 'From Salesforce Objects' option from Data > Get Data > From Other Sources drop down. When I ...
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1answer
78 views

Call Excel VF Page from a static method in controller

I have a MS Excel VF Page that perfectly downloads data. Now in main VF Page I am having a remote action static method called using vf remoting from button on main page. From that method I need to ...
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1answer
782 views

How can we use VF page to download excel inside Lightning component without redirecting?

I have been using a lightning component, on clicking download button. New tab is opened which hit to the vf page url which downloads an excel. Can we use some other steps of redirection so that the UI ...
1
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1answer
693 views

export profiles with all field level security to an xls

need an overview from all profiles and their fls and want to export this to xls? I tried to do this with a similiar question Export available page layout fields I don't know what to do after the last ...
2
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3answers
74 views

Visualforce generated excel file stripping leading 0s

I have a visualforce page that generates an excel file with the table contained in the page, but when i open the file it is stripping the 0 on the number fields. These fields are actually text so i ...
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1answer
122 views

Export a related list of size > 100 to Excel

I am trying to create a custom link that will export a related list directly to Excel. Right now I can't get it to export more than 100 names regardless of the size of the list. Is there a way I can ...
0
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1answer
98 views

Excel VF Page change custom field labels

I have below VF Page that downloads the excel as I need. But I have further requirement to show A,B,C etc as header values in excel instead of the generic labels of the custom fields shown in excel. ...
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1answer
866 views

Can an Apex Email Handler parse an attached Excel file?

I would like to set up an email handler class to receive emails from a supplier with attached files in Excel format. We already have similar functionality that handles CSV attachments from another ...
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1answer
607 views

How to generate multiple excel files on click of a button in Vf page

I have a Vf page which displays list of Accounts and Contacts and a button called "Export All Accounts and Contacts". On click of button, an excel file gets generated with two worksheets(or tabs in ...
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1answer
335 views

Render page as excel, default output is without gridlines

It seems that every page that I rendered as excel the downloaded file is by default without gridlines. I can go to the excel properties and check the option 'Gridlines', the I'm able to see the ...
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0answers
385 views

Excel power query not loading Salesforce report

I am having issues loading a Salesforce report into Excel through Power Query. I currently have several reports all successfully loading, however with this specific report Excel is not loading ...
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0answers
307 views

Generate Excel in Salesforce Visualforce/ Apex

Has anyone done Excel file generation in Salesforce with bit complex formatting? If so appreciate any guidance or reference. I already tried formatting with CSS and having the contentType="...
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1answer
307 views

Conga Composer 8 Repeat plain data

I need to repeat labels for rows while merging repeating data into excel. For example, I have the following template: After merging I need it to look like: Using the template above it looks like: ...
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1answer
476 views

Export a DataTable generated by a function (HTML tables) to Excel

Based on the requirements, i have to generate 3 dataTable using a JQuery function like below and i need to implenet a button to export the result into an excel file. I'm currently using contentType="{!...
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0answers
603 views

Export from Intellij/Illuminated Cloud all of the object's XML into one file

My requirement is to get all Object's description. After some investigation we found that this isn't possible unless you get it from the XML. I created a new Intellij project of just the objects. I ...
0
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1answer
957 views

Warning when opening Apex generated Excel .xls?

I am trying to send an E-Mail with an Excel Attachment. Everything works, except I am getting a warning when I am trying to open the send attachment: The file format and extension of 'ExcelfileSC....
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0answers
54 views

I want to be able to generate an excel with multiple sheets dynamically in visual force [closed]

I want to be able to generate an excel with multiple sheets dynamically in visual force. The worksheets should generate dynamically through a list of data
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0answers
52 views

Number format not getting applied in Excel

I am generating Excel from Visualforce by xml format. When I add number type Instead of String It doesnt allow me to open excel. Any reason why? Whats alternate solution for this? <Data ss:Type="...
2
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1answer
976 views

Export to Excel with Command Button

how do I export searched data to excel? or even not yet search? <apex:page standardController="Account" Extensions="GoodStandingController" contentType="application/vnd.ms-excel#SalesForceExport....
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0answers
814 views

How to use XML to Export data to Excel?

Can someone give me an example of using XML to export data out to Excel. I have been following the tutorial at: http://www.pexlify.com/salesforce-exporting-data-into-formatted-excel-part-2/ But for ...
2
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0answers
283 views

Salesforce connector Excel Add in - auto refresh doesn't trigger a data connection download

I have an excel file which uses Salesforce connections (Salesforce Connector) to download the report file in csv format and updates the excel sheet with new data. When i use the option Refresh All ...
2
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0answers
408 views

Go back to the previous Salesforce Page?

I have two pages, each with their own controller. One page has a commandButton that when clicked returns a PageReference to the second page. The second page simply has data table- this page is ...
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1answer
737 views

Salesforce Integration with C# with SSO

I have a requirement to enable SSO for a excel add-in application to salesforce. Currently we are using sfdc user name and password while connecting to salesforce from excel add-in. Now the ...
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1answer
1k views

is there any way to insert an image in excel using xml spreadsheet in salesforce?

I want to insert an image in excel sheet. In below code, i don't know what should be the type(ss:type) and what should be included in data tag to export image in excel sheet. <row> <Cell ...