Excel Data Sources

Resolved · Low Priority · Version 2016

Wed 6 Mar 2019, 13:30 Delegate Rebecca said...

Rebecca has attended:
Excel Advanced course
Excel VBA Introduction course

Excel Data Sources

Hi,
I noticed that Excel 2019 has the option to Get Data directly from Salesforce reports.
Is there a way that I can connect Excel 2016 directly to Salesforce reports? Or is this purely for Excel 2019?
Thanks,
Becky

Wed 6 Mar 2019, 15:52 Trainer Marius said...

RE: Excel Data Sources

Hello Becky,

Thank you for your question. If you have the latest updated version of Excel 2016, you can connect directly to Salesforce. If you run Windows Update regularly, you will have the latest updates for Excel.

In Excel, go to the Data tab. Here, click New Query, From Other Sources, From Salesforce Objects or From Salesforce Reports. You will probably need to sign in to your Salesforce account. Then, you can connect to any of your Salesforce data and bring it into Excel.

Below is a link to a short tutorial video.
https://www.youtube.com/watch?v=hZ0BUzkH0Vk

I hope this helps.

Kind regards
Marius Barnard
STL

Wed 13 Mar 2019: Automatically marked as resolved.

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Excel tip:

Return to the active cell after scrolling

When I scroll a long way down the screen from a selected cell, I can return to that cell with the Ctrl+Back Space shortcut. The active cell now appears in roughly the middle of the screen.

Shift+Back Space does something similar. Scroll down from the active cell and Shift+Back Space returns me to it and puts the active cell at the top of the screen; scroll up from the active cell and Shift+Back Space returns me to it and puts the active cell at the bottom of the screen.

Note also, that while Ctrl+Back Space will return me back to a selected range, Shift+Back Space only ever returns me to the active cell, which is normally at the top left-hand corner of any selected range.

View all Excel hints and tips