how group data in Excel, similar to Salesforce's summary report

  • 23 September 2016
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What's the best way format an Excel file to mimick Salesforce's grouping feature in reports? 


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Well, this is quite a late response ... but ... from looking at this: (since I'm not familiar with Salesforce) Help | Training | Salesforce  -- I'd suspect that Pivot Tables might be what you're looking for in Excel! Pivot tables will let you group the content in whatever which way, and move your columns to rows & vice versa very easily with the panel it will display to the left.

Here's an article on that: Create a PivotTable to analyze worksheet data - Office Support 

If you're looking for something more specific, let me know .... I love Excel. 

Rhia

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