My colleague has an Excel file with multiple sheets, the first sheet is the Database and the rest of the sheets are the different reports created using the Database as the reference.
My supervisor wants me to create the reports in Salesforce. I want to understand is it possible to create such reports that are taking its reference from a Database. I am really doubtful if I can implement it. The scenario is very specific.
For example: The database has a Date column,and in the first Excel Report Sheet, they have created Month and year columns. For each row, they calculate this
SUMPRODUCT (n('BdD SFE2025'!$N:$N>=G$1);n('BdD SFE2025'!$N:$N<H$1))
How can I implement something like this with Salesforce, if anyone can provide any lead that would be great.
Thank you,
2 answers
Thank you for your response Jonathan.
Well, I have imported the Database(first Excel Sheet) in Salesforce. They have used the formulas in Excel for example SUMPRODUCT: I should have that kind of dynamic data in Salesforce like a formula field, but I am not sure how can I create a formula field that compares against the Date columns (as shown in the screenshot).
For the second point, in the latter sheets of the Excel report charts are created that use the data from the second sheet (the same sheet from the screenshot)
For the third point, I don't know much about Tableau. How can that be implemented with Salesforce reports?
I remember my supervisor saying, maybe it can be done with SOQL. Do you have any idea how can SOQL be used with the reports.
Many thanks.
