![]() ![]() ![]() Populating your multi-select pick lists will be really easy too:Īdditionally, all your pick list dependencies are observed if both dependent and controlling pick lists are pulled into the spreadsheet.īy default the columns in your returned data will be named according to the field names in your query, however you can optionally specify the desired column name for each field by using the AS keyword, for example: To enable this feature, you will need to check the ‘Enforce pick list values’ box in the Options tab of the Get Data dialog before running the query. If you are pulling values from columns of ‘Pick list’ type in Salesforce, you have an option to create drop-down lists right inside of Excel in each row of the data for such columns. Just enter the desired address of the data’s leftmost upper cell in the ‘First cell address’ field, or click the button next to it and choose the cell directly from your spreadsheet. But you can put it elsewhere if you wish. The filter part of the query is everything after the WHERE clause:īy default, data pulled from your database will start at column 1 row 1 of your spreadsheet. When your ‘Auto-refresh query’ box is unchecked, you can still use the object and fields selection drop downs, and then add the whole or a part of the query generated by them to the existing query that you are building without overwriting it.Ĭlick the following button to append the whole query generated by the query builder controls at the end of the existing query:Ĭlick this button to append only the filter part of the query generated by the query builder controls to the end of the existing query. Fortunately,XL-Connector can grab a list of values directly from the spreadsheet, format them properly and append to the end of the query with the help of ‘Grab from spreadsheet’ button:Īs we mentioned at the beginning of this article, you can use any SOQL query to pull data from to your Excel spreadsheet. As an example, lets take the following query: Sometimes when building a query you need a list of values that are already present in your spreadsheet. The saved queries will only be available to you on the same computer, if you need to take a query to a different computer, just copy-paste it to any text editor and save to a file. The Get Data dialog lets you save your queries locally in theXL-Connector settings and later retrieve and reuse them. ![]() Please be careful with this setting if you are building a more complicated query that requires manual entry, it is always a good idea to uncheck that box and use the ‘Refresh query’ button (green circular arrows) if you really need to refresh the query based on the query builder selections. If the ‘Auto-generate query’ box is checked - any change to the query builder controls will rebuild the query in the query box. These controls are called ‘query builder controls’.Īnother important set of controls in the dialog box control the refreshing of text in the query box based on the current selections of the query builder controls: If you’re experiencing any troubles with SOQL, please refer to Salesforce’s documentation.Īll other controls in the Get Data dialog are there to help you build a correct query providing you a view into your schema and making sure you’re using the correct object names, field names, and pick list values. Essentially, you don’t need to use the rest of the controls in this dialog box at all, as long as you can craft a syntactically correct SOQL query. One important thing to remember when using XL-Connector Get Data dialog is that it will run any text entered in the big text box as a SOQL query against the Salesforce database you’re currently logged in to. To pull data from a database to Excel using a SOQL query, click the Get Data button in your XL-Connector ribbon. XL-Connector has a very powerful tool allowing you to pull ANY data from your database into Excel. ![]()
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