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Grouping and Summarizing Data

  1. #1
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    Grouping and Summarizing Data

    Hello,

    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??!!

  2. #2
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    Re: Grouping and Summarizing Data

    you can use a filter on the data and filter on the item client full name.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

  3. #3
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    Re: Grouping and Summarizing Data

    Simple enough. I was hoping to do something where I can roll up the data that i don't want to se under the names it is grouped by, so it's not a huge spreadsheet. But filtering is the simplest solution. thank you

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