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excel data from salesforce
Hi guys, I just joined the group and am learning excel from a firehose while we get things going.
We get a daily report that gives a date, day of week, time, subject and an address with other contact info. How can I use excel to create a pivot table to generate the number of calls per day. We want to pull data from columns c and d from tab "110615 YTD " and calculate it as an if then sum to column D in "Daily Activity" tab. 1. Count the number of times the word "Call" is in column D. so If "call" is in column d then put a 1 in the box. 2. in same calculation match date in column c and add up total number of calls for that date to generate a sum. If column c has a knock then = 1 and calculate the number of times Friday appears in column d and output the calculation to cell "D3" in daily activity. I hope this makes sense, if not I can tweak it. Thanks in advance for your help.!!!! What are some classes I can take online or even MOOC courses that I can start learning this stuff. Excel is blowing my mind so I need to learn this stuff. |
#2
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Hi
a good place to start : http://www.contextures.com/CreatePivotTable.html ( and bookmark "contextures" for other XL problems also)
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