Create Excel (XLSX) reports with data from Salesforce. Datadumps or complex groupings … We got you covered.
PERCENT field #
Need to handle a Salesforce PERCENT field in Excel? Salesforce does not store Percent fields with decimals eg it will store 75% as 75. While Excel expects 0.75 to show 75% for a Percentage field!
Images #
Repeat images for each region you replicate in the Excel. Perhaps you want to show a thumbnail of a product in a list
See this video for more information:
For more information on the PICTURE DataSource: PICTURE DataSource – PDF Butler
Inline functions #
Creating function in rows that are repeating by a REGION is possible by only using standard Excel functions. Use the Excel INDIRECT function to dynamically identify the row.
Examples:
- Multiply the value in column “E” with a value in another sheet: =INDIRECT(“E” & ROW()) * ‘Static Data’!B1
- “IF” function to compare the value in column “F”: =IF(INDIRECT(“F”&ROW())>1000;”YES”; “NO”)
Summations/Averages/… #
If you are repeating REGIONs, often you want a total of all values. You can just use the SUM function in Excel and specify a 1 cell region for the SUM. When generating, PDF Butler will automatically rewrite the region for the SUM.
In the example below, we want the SUM of all fixed costs when the are repeated. The template will use cell “F8” for this example. So we create a region of this cell “F8:F8”
LINK ConfigType #
Add links (URL) to your Excel. This can be used from a SINGLE or from a LIST DataSource.
RICH_TEXT ConfigType #
Excel support a downgraded version of Rich Text. So we cannot support all features but only what Excel allows. This can be used from a SINGLE or from a LIST DataSource.
