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Company and Contacts details combined in Excel RRS feed

  • Question

  • I want to create a report and format it in Excel to look as follow:

    Excel sample

    The Excel sheet should expand for any number of contact records that belongs to a company. 


    Christo Vermeulen

    Wednesday, August 27, 2014 2:03 PM

All replies

  • You will want to create a spreadsheet that uses VLookup to merge Contact and Account information.  So in all, you'd have three spreadsheets, your Contact one, your Account one, and your merged one.  If you export the Contact and Account spreadsheets as Dynamic, you can just refresh those sheets when you need new data into your combined sheet.

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    Wednesday, August 27, 2014 3:20 PM