I have a weekly/monthly document put together that looks at aggregate data. I'm wondering if I can use Drawloop to fill the gaps where I have summed totals of records, like Opportunity Amounts into the document.
Dan - Absolutely. There are a couple different ways to configure this:
If you are using an excel template you can populate the raw data on Sheet 2 by using a Relationship or Salesforce report. On Sheet 1 you would write a formula, such as a SUM, to calculate the Total Opportunity Amounts from the Sheet 2 data. You can hide Sheet 2 so the raw data is not visible when the document is generated.
Word or PowerPoint
If you are using a word or PowerPoint template you can use our excel-as-middleware feature. You would do the same excel configuration as suggested above and also rename the cell containing the calculated value on Sheet 1. This would then be the tag you place in your word or PowerPoint template to populate the calculated value. When the document is generated the raw data populates in the excel (which stays hidden in the background), performs the calculation, then pushes that value into the word or PowerPoint output file. You will also need to connect the excel to the word/PowerPoint template. I recommend reviewing our documentation when setting up this configuration and personally find the video very helpful: Excel-as-Middleware Documentation. Note: This feature also allows you to create dynamic charts in Word and PowerPoint so you can visualize your data.
If this suggestion works out, Dan Grossberg, please click Haley's answer as "correct" beneath her reply. It's helpful to other community members with similar questions.
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