I am exporting data from Salesforce into Excel. In Salesforce reporting, i can group my data. However when I export it to Excel, I lose the formatting and I don't know how to group it. I have a large number of rows that contain the following columns: client full name, address, city, state, zip, sales date, sales amount, region. I need to data to be grouped by client full name so I can see all of the corresponding sales for each client. I don't need the total sales numbers nor the total records for each name. I just need the group header to be the client full name and the rows underneath to be each entry that has that client name in it.
I know it must be very simple to do??!!