function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Roy D.Roy D. 

Copy a custom formula to a spreadsheet column after a data table query

Hi all,

New to group please be nice

Using the Excel connector and refreshing Lead data.

Can somebody give me a example of creating a column of data using a custom formula.
The formula is based on the create date in the Salesforce Inquiry data

The customer has a non standard fiscal year

create date QTR
04/01/2005 QTR(a2)

As the data is refreshed the formula needs to be filled down with the data for use in a pivot table. I noticed the formula header can not touch the data header of the excel connector errors out. I can write a macro to do this but it seems like a waste to run the macro every time the data is refreshed.

Thanks,

Roy
bouscalbouscal
Has the customer looked at the customized fiscal year options? We have a custom year as well, variance of a standard 4-5-4 quarter. Since your query results will often differ from one day to the next I generally put customizations on a separate worksheet within the workbook and reference ranges rather than specifics for formulas.

HTH