Import sales data into Excel from Saleforce.com using Power Query, or use the Excel 2016 data tab.
- [Instructor] You might be wondering if there's a way…to import data from your Customer Relationship Management…system or CRM into Excel.…You sure can.…Here in our web browser,…we have a typical opportunities report in salesforce.com…and to get data from this,…I could go up here and click this arrow…and then click Export,…but what that's gonna do is just dump the data…into an Excel file with no connection…so that data wouldn't be refreshable.…So I'm gonna show you a better way.…I'm gonna start in Excel…and then I'll go to the Data tab, New Query,…From Online Services, and then From Salesforce Reports.…
Okay, in this dialogue box,…I can choose either production or custom.…Most of the production is gonna work just fine,…but if you have any issues, you can choose custom.…I'm gonna choose production and then I'm gonna click OK…and then I'll need to sign in with my Salesforce account.…Okay, now I'm signed in…and then I can go over here and click Connect…and Excel will connect to salesforce.com…and it will bring back all the different reports…
- Using, modifying, and sharing templates
- Importing data from a database
- Cleaning up data
- Refreshing queries
- Pasting data
- Sorting and filtering tables
- Using slicers
- Adding a dynamic commission calculation
- Using conditional formatting
- Working with PivotTables and PivotCharts
- Creating a leaderboard
- Create period, monthly, and yearly summaries
- Creating dashboards
Skill Level Intermediate
1. Getting Started with Templates
2. Importing Sales Data
3. Working with Tables
4. Analyzing Sales Data
5. Build Awesome Sales Solutions
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