Questions tagged [excel]

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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=&...
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-2 votes
1 answer
32 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 ...
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1 vote
1 answer
318 views

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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41 views

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 ...
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1 answer
24 views

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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1 answer
53 views

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 ...
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  • 131
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1 answer
473 views

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 ...
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1 vote
1 answer
94 views

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 ...
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1 vote
0 answers
44 views

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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0 votes
1 answer
174 views

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
124 views

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 answer
248 views

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 answer
209 views

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 ...
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-1 votes
2 answers
985 views

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 ...
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1 answer
70 views

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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-3 votes
1 answer
346 views

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 ...
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1 answer
97 views

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 ...
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0 answers
28 views

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 ...
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  • 133
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1 answer
23 views

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 ...
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  • 21
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1 answer
109 views

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 ...
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2 votes
1 answer
542 views

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 ...
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0 votes
1 answer
74 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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  • 45
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1 answer
424 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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  • 45
2 votes
0 answers
2k 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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  • 3,363
1 vote
1 answer
852 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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1 vote
0 answers
191 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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  • 80
0 votes
1 answer
39 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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2 votes
1 answer
1k 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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  • 71
1 vote
1 answer
75 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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0 votes
1 answer
355 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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0 votes
1 answer
235 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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0 votes
0 answers
665 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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  • 229
1 vote
2 answers
984 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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1 vote
1 answer
446 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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1 vote
0 answers
866 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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  • 171
0 votes
2 answers
743 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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0 votes
1 answer
92 views

Importin Excel files in xls format

Does anybody know if it's possible to import .xls files into SFMC ?
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0 votes
1 answer
538 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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-1 votes
2 answers
2k 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 ...
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2 votes
1 answer
630 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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1 vote
1 answer
506 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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2 votes
3 answers
5k 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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1 vote
0 answers
44 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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  • 319
1 vote
1 answer
2k 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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  • 319
1 vote
1 answer
141 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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  • 2,900
2 votes
1 answer
3k 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 ...
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1 vote
1 answer
1k 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 ...
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2 votes
3 answers
364 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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1 vote
1 answer
321 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 ...
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0 votes
1 answer
299 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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  • 2,900