Questions tagged [excel]
The excel tag has no usage guidance.
144
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32
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How can i use Excel JavaScript API in my lwc component [duplicate]
I want to use Excel JavaScript API in my lwc component. but not sure how to import this Api. throwing error Excel not defined when I use it
-1
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1
answer
62
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How can i add chart image in excel using javascript
I have created a chart using chartjs and another table of data using javascript. i want to download this table and chart in excel. table in table format and chart as an image or chart we use in excel. ...
-2
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2
answers
47
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Automate multiple SOQL Count() query in Excel
I have to query multiple soql COUNT() queries on different objects. Is there any way or tool to automate the task ?
For example, in Excel I will paste all the queries in one column and it will query ...
- 97
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18
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Action to take to track all deleted records from production based on some criteria
As a sf SystemAdmin user with no role assigned in production,
I got the backup before we run the batch in production to delete duplicate account contact and activities from production.
I also exported ...
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133
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Read and write Excel File by retaining all style, images, merged cells, colors, 3d template and symbols
I've a requirement where excel file will be fetched from File to LWC component in order to read, update and download the excel file. Below is the sample code for both Apex and LWC using sheetjs.
Any ...
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-1
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1
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236
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import picklist values from excel
Hello everybody I was wondering if it is possible bringing to Salesforce an excel that contains picklist values and save it in a picklist field.
Because I have like 500 excel rows and I have to save ...
- 97
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55
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A user was receiving data from a subscribed report but now, the attached Excel reports are blank
A user is subscribing to a report and is therefore, receiving automated emails with an Excel attachment of the subscribed report.
The report of a few hundred rows in a tabular format.
However, since ...
- 3,612
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127
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Apex - PageReference - Report URL
When our org was in classic, we had the below code which used to save a report as an Attachment. This has worked for the past 7 years...
PageReference reportLink = new PageReference('/'+reportId+'?...
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109
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How to document Salesforce user profiles - SOQL queries to pull data
I want to document and compare user profiles quickly without having to flip between profiles in Salesforce. I typically use the Permcomparator tool but this would be a file that all teammates would ...
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142
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I am trying to download a XLS file using visualforce page getting an error #NAME? in the downloaded file. Any inputs?
Controller Code:
public with sharing class XLSDemoPage_Ctrl {
public String xlsHeader {
get {
String strHeader = '';
strHeader += '<?xml version="1.0"?>';
...
0
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1
answer
560
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Is there a way to read .xlxs files into my org with a dynamic sheet name? [closed]
I am currently able to read the data in an Excel file and convert it to JSON to be added to my org(Case Numbers and custom object IDs). However the sheet name in the Excel is currently hard coded as ...
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3k
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Generate CSV , EXCEL file dynamique with lightning web component
I have a problem with my code , I want to generate a file ( CSV / XLS ) , but with my code I get nothing , I don't now what is the problem .
Some help please .
<a target="_self" class=&...
-2
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1
answer
333
views
Display VF page content into Excel File - doesn't display all contents in excel file [closed]
I have written a code to display the VF page into an excel file on button click. When button is clicked the excel file gets downloaded but it doesn't display all the related list fields like Case ...
1
vote
1
answer
2k
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How to copy data from Excel to LWC lightning datatable? [closed]
With the given requirement to allow users to paste content into multiple cells of a LWC lightning-datatable, where the user has previously copied those values from an Excel sheet, what would be the ...
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104
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Visualforce Page (render as Excel) SOQL Limit Exceeds
Here we want to generate Excel for Every record created/Edited of an sObject. Here we are using VF Page to generate an Excel and then store it in Documents/Attach File Object.
So the Flow looks like ...
0
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1
answer
28
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CSV file adding default row by using excel
As you can see in the image below I'm trying to open a CSV file by using Excel but every time I tried there is a row that I don't need excel add it by default, how can I remove this option I don't ...
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469
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Permissions required for Get Data from Salesforce Reports from Excel
MS Excel (Enterprise for Windows) has a handy tool to get Get Data from Salesforce Objects / Reports (via Power Query).
This works well for me (with Sys Admin permissions), but my colleagues are ...
- 151
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2k
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Read a csv file that is stored in Attachment Object
I have an excel/csv as an attachment related to an EmailMessage. I want to read the csv, process the data and create certain records(of custom object) based on that data. I want to understand how I ...
- 323
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1
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318
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Problem with HYPERLINKs that contain a space, combined with export of report to Excel
I have a text formula that uses the HYPERLINK function to create a clickable link. Exporting this via a report to an Excel file seemed to work for most data, but not all.
In the Salesforce report ...
- 3,848
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0
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93
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Salesforce record to Excel
So I'm trying to build a Visualforce page that takes some data from an individual record, displays it in a table and populates the appropriate fields, as well as leaving some fields empty, and exports ...
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1
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432
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How to write on an Excel file stored in static resources
I'd need to store an excel template in static resources, access to it, write dynamic data on it, and finally export it as a new file.
I've looked up, but over a CSV parser, I haven't found anything ...
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2
answers
704
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How to read data from excel file and update on records present in the org
we have a scenario where we are refreshing the org and have taken up the backup of users, permission set assignment, and their public group. After the refresh, the task is to upload the backup data, ...
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1
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498
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Automation of Power Query data extract (bypass login or store password) [closed]
I have a report built in Excel that links into other data sets that I can't upload to Salesforce, so I need to join the data with other sources using power query.
Unfortunately I'm unable to automate ...
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1
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512
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How to retrieve Users, their AssignedPermisionSets and Public Groups they are part of using a SOQL query
I have a use case where I have to query Users, their AssignedPermisionSets and Public Groups they are part of using a single SOQL query in an Excel File, I'm currently using Enabler4Excel for this ...
-1
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2
answers
3k
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How to merge the header cells of the .csv file when exported on the button clicked by using lightning web component and apex code
I need to downlaod the data to .csv file by clicking on the button. I'm using lightning web component and apex class for doing this. But now I want to merge few of the header cells of the .csv file ...
0
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1
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162
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Salesforce report truncation via external tool
I have a question. Our users are using Excel that they connect to Salesforce report but Salesforce truncate the long texts to 255 chars. I have tried some other tools but there seems to be the same ...
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1
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874
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How to format Excel Column in Apex? [closed]
I'm sending an email via scheduler class with an excel file as an attachment, but the data in the file does not appear to be in proper format. Please check the following image:
The code I'm using to ...
- 21
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1
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223
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Does someone create excel file with graph using apex?
I'm trying to create an excel file with graph's or anything that can display a Gantt chart so I can print it as PDF. my issue is that jquery and JS generated component cannot be rendered in a vfpage ...
- 1
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0
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33
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Export to excel multiple sheet/tab in salesforce apex [duplicate]
I want to Implement export to excel functionality in salesforce apex with Visual force page. I want to export to excel with multiple sheet/tabs. Sheet/tab would be dynamic. There are multiple ...
- 143
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35
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How can I stop using Data Loader to assign owners to Campaign Members?
Salesforce Enterprise Classic
I have an outbound team of 10 individuals. We are calling contacts and leads for various reasons.
Our Marketing Automation Platform populates Salesforce Campaigns with ...
- 21
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1
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222
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Entire Excel Comma Separated Data in a Single Column
I've Implemented the Functionality for Downloading the Excel of the records. I have two columns in Data that need to be displayed in a separate cell in Excel but in the downloaded excel, the data is ...
2
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1
answer
855
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Rebuild Excel Formula "Rate" in Apex
I am trying to rebuild the Excel formula "Rate" in APEX. This is a formula for calculating the interest percentage of a loan, based on the number of periods, payment amount and total amount.
It's ...
- 10.5k
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272
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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 ...
- 55
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3
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875
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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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2
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0
answers
2k
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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, ...
- 3,421
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1
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2k
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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 ...
- 157
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325
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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 ...
- 120
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1
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45
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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. ...
2
votes
1
answer
1k
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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 ...
- 81
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402
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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:
...
0
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1
answer
761
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 ...
- 3
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442
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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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769
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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 ...
- 239
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2
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1k
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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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603
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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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0
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1k
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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 ...
- 181
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2
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964
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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 ...
- 445
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1
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238
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Importin Excel files in xls format
Does anybody know if it's possible to import .xls files into SFMC ?
- 171
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741
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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 ...
- 4,498
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2
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2k
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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 ...
- 105