Ta yaya zan iya fitarwa data daga SalesForce to Excel?

A cikin lamura da yawa, zai iya zama da amfani don fitar da rahoton sayar da tallace-tallace zuwa ga Excel, don raba bayanai tare da abokan aiki ko don gabatar da gabatarwa. Akwai ginanniyar hanyoyi don yin Fitar da kaya zuwa ga kaya zuwa ga kaya zuwa ga Excel a cikin 'yan matakai kaɗan masu sauki, dukkansu dama ana iya samun su ne bayan shiga asusun Asusun.


Yadda ake fitar da bayanai daga SalesForce zuwa Excel?

A cikin lamura da yawa, zai iya zama da amfani don fitar da rahoton sayar da tallace-tallace zuwa ga Excel, don raba bayanai tare da abokan aiki ko don gabatar da gabatarwa. Akwai ginanniyar hanyoyi don yin Fitar da kaya zuwa ga kaya zuwa ga kaya zuwa ga Excel a cikin 'yan matakai kaɗan masu sauki, dukkansu dama ana iya samun su ne bayan shiga asusun Asusun.

Fitar da bayanai daga SalesForce to Excel ne kyawawan sauki, sau daya a cikin wani rahoto, zaɓi menu kibiya> fitarwa> Excel format> Export.

Wannan zai bude rahoton a cikin aikace-aikacen Excel, kuma bayanan za a iya amfani da shi a cikin tsarin kwaston Excel.

Bayanin fitarwa zuwa Excel

An fara tare da wani bude rahoton cewa ya kamata a fitar dashi to Excel daga SalesForce Walƙiya, nemo kibiya menu a saman kusurwar dama na rahoton, kusa da shirya wani zaɓi.

Yanzu, a cikin popup kibiya menu, zaɓi fitarwa zaɓi, wanda zai bude da ke dubawa da cewa zai ba da damar  fitarwa daga SalesForce   Walƙiya zuwa Excel.

Zaɓuɓɓukan fitarwa zuwa Tsarin Excel

Yanzu, za a yi biyu daban-daban zažužžukan for data fitarwa daga SalesForce, waxanda suke da wani wanda aka tsara rahoton, da kuma cikakken bayani kawai.

Zabi zabin da kuke son mafi alhẽri, kuma zaɓi format na fitarwa fayil, wanda a cikin yanayin ya zama Excel format.xlsx, kamar yadda muka so bude fitar dashi data daga SalesForce Walƙiya zuwa Excel.

Sauran zaɓuɓɓuka suna da daidaitattun ladabi, ko ɓaɓɓuka waɗanda ba su da kyau ba tare da tsarin gida ba, idan akwai nau'in halayyar halayen daban.

Kada ka manta don zaɓar tsarinsa idan ya cancanta, musamman idan ka yi adana a SalesForce wasu takamaiman gida haruffa, wanda idan da dama fayil tsarinsa dole ne a zabi.

Alal misali, zaɓar hanyar daidaitawa tsakanin Ƙasar Yammacin Turai ISO, Unicode, Jafananci, Sinanci, Korean, da sauransu.

Da zarar an zaɓa daban-daban zažužžukan don fitar da bayanai zuwa Excel, ci gaba da danna maɓallin Fitarwa don fara fitar da fayil din Excel.

Mene ne fitarwa bayanan da aka tsara?

The tsara data zai fitarwa da rahoton kamar shi aka nuna a kan SalesForce Walƙiya dubawa, ciki har da rahoton BBC, samara da kanana, da kuma tace bayanai.

The fitar dashi data rahoton zai wuya zama mai amfani ga kwamfuta, kamar yadda ya ƙunshi karin bayani, kuma ma wasu data tsara cewa zai yi dace da SalesForce kawai, amma ba don karin Excel lissafin.

Mene ne bayanan bayanan bayanai kawai?

Bayanan bayanai kawai fitarwa bayanai zai fitarwa kawai layuka bayanai, tare da rubutun kai.

Wannan shi ne tsarin fayil don amfani da ƙarin ƙirar da aka yi akan Excel ko wani tsarin lissafi, ko don shigar da fayil a wani shirin.

Fayil din da aka fitar dashi zai zama mai amfani don samfuri, launi na pivot, ko kwatanta tare da wasu fayiloli.

Yadda za a fitar da rahoton rahoto naTalmarce zuwa Excel a takaice? Kuna iya fitarwa SalesForce zuwa Excel?

Export SalesForce rahoton zuwa Excel ne kyawawan sauki a general, kamar yadda duk dole ka yi don yin wani SalesForce fitarwa zuwa Excel ne don bude wani rahoto, sami fitarwa kibiya, da kuma zaɓi wani Excel fitarwa.

The kawai real wuya cewa za ka fuskanci a lokacin SalesForce fitarwa zuwa Excel ne zuwa ƙarshe zaži dama data cewa wajibi ne ga fitarwa.

Da zarar SalesForce fitarwa zuwa Excel An cikakken yi, za ka iya yi wasa tare da dukan fitar dashi data a falle edita, amma ka tuna cewa canje-canje yi a Excel ba zai yi wani tasiri a kan data adana a cikin SalesForce lissafi.

Tambayoyi Akai-Akai

Yadda ake fitarwa daga * siyarwa * don Excelcel da sauri?
Ana aikawa bayanai daga * Salonka * Don ExcelFory za'a iya yi kawai: A cikin rahoton, zaɓi Express Freviport> Excelirest.
Waɗanne ne mafi kyawun ayyukan don aikawa da manyan bayanai daga siyarwa don haɓaka amincin bayanai?
Mafi kyawun ayyuka sun haɗa da tsayar da manyan bayanai cikin ƙananan batutuwa, tabbatar da taswirar fitarwa don kula da tsarin bayanai da amincin.

Yoann Bierling
Game da marubucin - Yoann Bierling
Yoann Bierling shine ƙwararren ɗab'i na dijital, mai ba da shawara na duniya, yin tasiri na duniya ta hanyar ƙwarewa da bidi'a a cikin fasaha. Masu sha'awar ƙarfafa mutane da ƙungiyoyi don haɓaka sakamako na musamman da haɓaka haɓakawa ta hanyar samar da abun ciki.




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