Currently, I'm connecting Jotform to Google sheets where information with the submissions are uploaded. We primarily use excel for the bulk of our operations and would like to connect the submissions uploaded from google sheets to excel. I can use import data from web which excel offers but it more so just copies the entire table even if you delete some rows on excel.
I want to do something similar to what zapier offers where the connection is not just a copy of the entire table and it only uploads new rows uploaded to google sheets onto excel and refreshes frequently.
Is there a way I can do this? My best bet is to use Google sheets API's? But i'm not sure where to get started.
What are "new" submissions? Excel need to know that.
You can directly import the data from jotform to Excel, no need to do it via google sheets.
Yes, even then all submissions are downloaded, that will always be the case. But not all need to be displayed. You can choose in and with Power Query what shall remain and loaded to Excel.
If you don't use a date for what you consider new, you have to store all old data in Excel as well, so Excel can see whether a submission is already downloaded before or not. You could load all data to the Data Model, where it uses very little space.
You need to learn PowerQuery for this. It is very worth it, because with little learning you can do a lot of fantastic things to your submissions and other data.
Related
I would like to create an Excel Tool that would act as a Monitoring Tool for our agents on the floor.
Right now we don't have an exclusive WFM tool that would monitor and call out agents with their activities and productivity, the only thing we have is a dashboard to view all agents status and the durations of their status or calls. This is a web-based viewer of our dialer that would only shows agents with their current status but they won't trigger or notify if an agent is going over our set thresholds for their wrap up time, over breaks or lunch.
Currently, I have an existing excel file that would look up values from another sheet to populate the table with information that I need such as the name of agent, their current status and current duration of the call.
The another sheet I've mentioned above is a blank sheet where I would simply paste all the data from the webpage of our dialer. So basically I am just doing copy-paste method where I am selecting all the contents from this webpage which is our dialer and pasting it in on the blank excel sheet that I created and the table that I made will find all the values that I setup from that blank sheet.
I really don't have enough knowledge but I still tried Data>Get Data>From Web and I am not getting anything.
I tried pasting the web link, but I don't seem to pull up any data.
I know as I've mentioned, I don't really have enough knowledge and maybe I need some basics doing this method.
What I would like to happen is if there's a way to link a webpage, sync its data to an excel sheet and is it possible to make it real-time so that way I can have an improvised WFM Tool that would help me monitor our agents activities?
Thank you in advanced!
Getting data from the Internet through a standard mechanism (Data >Get Data > From Web) is not always successful. Excel can recognize tables on a web page, but not always in the way that the human eye recognizes them.
Actually, there are two options here:
write a macro that parses specifically those pages from which you are currently getting data manually (“…I am just doing copy-paste method…”).
prepare web pages so that data from them can be automatically downloaded via Data >Get Data>From Web via standard Excel functionality.
Both require programming specifically for your task.
For example, I could write a parser, but for this I need access to the web page from which you are copying and pasting.
Or the programmer who wrote the web page can create new pages with the same data, but in a format that Excel understands. But this programmer needs to specify exactly how to design web pages.
I have a report that I need to update in Excel many times a day using statistics from JIRA. If I can import these directly with code I would save a lot of time and effort.
Is it possible to use a saved JIRA filter in conjunction with the REST API function to import the results to Excel using a VBA macro?
This is a solution does not use REST API, but it may work for you. This is a workaround I am using so far and it works:
Run the Filter in Jira
Export the result list into an excel file using the Export CSV file with the option current field (to avoid having unnecessary fields) and with the right button of mouse select: Open in a new window
Now you will see the URL associated with your filter in a new window of your browser. Your filter is represented by a Filter ID, therefore the query will be always the same.
Go to excel and use the URL as a hyperlink
Every time you click on the hyperlink it will download the file from Jira. You need to have a Jira open sesion in your browser.
Create a VBA marco that click on the hyperlink for downloading the file.
Use Power Query for example for loading the file from the download folder location into a worksheet. Power Query is a new excel feature. Power Query is an ETL tool integrated into excel for loading files and processing them.
The steps 6-7 automates the process. Run the Marco for downloading the file and refresh the content of your worksheet from Data Connection. You can have an additional macro that refreshes the content of the worksheet. It refreshes all pivot tables and the file connection for reading the file.
Hint: Use excel Table for keeping the information updated automatically when additional information is loaded into the worksheet. If you use pivot tables for presenting the data, use as data source an excel table instead of excel range.
It minimizes a lot the manual effort.
Here you can find a solution that uses REST API, the author provides the source code, but it is more complicated. If you need something simple, my solution may work for you.
I work for a fairly large hospital in their Decision Support Department. We have several tools at our disposal for querying data, but our way of distributing the information could use some work.
We typically run our query and then copy and paste the data into Excel. From there we create graphs and crunch some numbers before sending the Excel file out via email.
We've recently been given access to our own Sharepoint site and so far it looks promising for document distribution. What I'm wondering though is this; what kind of functionality is built into Sharepoint for building reports that run automatically.
It would be great to take a whack of our monthly query to Excel reports and set them up to run automatically via Sharepoint.
I did some reading about Sharepoint lists and that seems promising, but I thought I'd ask here for the best way to go about this - provided it's even possible.
I guess a good first step would be how to create a report in Sharepoint?
I'm going to assume you're using Sharepoint 2013 and Office 2013.
You have a couple options available to you with Excel and Access. Both methods I'll briefly describe can be automated. In either case, you will need Lists, as they can connect to Excel and Access as tables.
For the Excel route, simply choose the "Export to Excel" option in a SharePoint list. This will create an Excel version of your list, but it's more than a static workbook--that workbook retains a one-way link from SharePoint to Excel, so you can refresh the spreadsheet to reflect the most up-to-date version of your SharePoint list. Furthermore, you can link multiple Lists to a single workbook--you'll have to export each list to Excel individually, but each worksheet will still retain its link to its respective list after you consolidate the spreadsheets into a single workbook. You can save this workbook wherever you like, it'll still keep the link. I personally like to set my linked workbooks up with macros that automatically refresh the spreadsheet whenever file is opened, but that's just me. The reason you might consider this option would be to avoid having to recreate the work of creating graphs and whatever other analytics you're doing--you may well be able to set yourself up such that the graphs and analytics pull live from the table that's coming in from SharePoint.
*Do note that changes you make to list data in Excel isn't sent back to SharePoint--this is done to protect your list.
For the the Access route, you can import a list into Access as a table. This option creates a dynamic link to your SharePoint list the same way the Excel option does--the link is one-way and what you do in Access won't be sent back to SharePoint. You can create queries and reports as you normally would after the table is imported.
I want to be able to create reports in Excel which read data from Google Analytics
How do I go about doing this? I find a lot of information about using Google Spreadsheets but my team is more familiar with Excel
I'd like them to be able to pivot data from google analytics/create graphs and i'd like to be able to create graphs which refresh when the data refreshes
You can easily convert a Google Spreadsheet to Excel format by downloading it as "xlsx".
I'm doing pretty much the same.
First of all, you need to have 2 separate sheets, 1 for your core data and one for your visual part (ur graphs).
In raw data sheet, get insert the data from GA
In graphs sheet, create ur graphs using the raw data.
Now, if you import new data and replace the old one, it should automatically update your graphs as well (unless you deleted some references).
In general, this could be automated, but typically you need additional tool to so so. I hope this helps
My current employer (to remain nameless) has a collection of incredibly sophisticated Microsoft Excel 2003 worksheets (developed by contractors, also to remain nameless).
The employer is replacing the Excel-based solution with a SalesForce-based solution (developed by other contractors, likewise to remain unnamed). The SalesForce solution is also very complex using dozens of related objects and "Dynamic SOQL" to contain the data and formulas which previously was contained in the Excel-based solution.
The employer's problem, which has become my problem, is that the data from the Excel spreadsheets needs to be meticulously and tediously recreated in .CSV files so it can be imported into SalesForce.
While I've recently learned I can use CTRL-` to review formulas in Excel, this doesn't solve the problem that variables in Excel have cryptic names like $O$15. If I'm lucky, when I investigate $O$15, I'll find some metadata explaining if n cells up and/or some other data m cells to the left, and/or (in rare instances) there may be a comment on the cell.
Patterns within the Excel spreadsheets are very limited, rarely lasting more than 6 concurrent rows or columns and no two sheets which need to be imported have much similarity.
Documentation of all systems are very limited.
Without my revealing any confidential data, does anyone have any good ideas how I might optimize my workflow?
It's not clear exactly what you need to do: here are 3 possible scenarios, requiring increasing knowledge of Excel.
1. If all you want is to convert the Excel spreadsheets into CSV format then just save the worksheets as CSVs.
2. If you just want the data and not the formulae then it would be simple (using VBA) to output anything that isn't a formula (the cell.Formula won't start with =).
3. If you need to create a linkage excel-->csv-->existing Salesforce objects/SOQL then you will need to understand both the Excel Spreadsheets and the Salesforce objects/SOQL that have been created. This will be difficult unless you have good knowledge and experience of Excel and also understand what the salesforce App requires.
Brian, if you're still working on this, here's one way to approach the problem. I use this kind of process often for updating data between SFDC and marketing automation apps.
1) Analyze the formulae that you're re-creating in Salesforce.com to determine what base data fields you need (stuff that doesn't have to be calculated from something else.
2) Find those columns/rows in your spreadsheets and use Paste Special -> Values in a new spreadsheet to create an upload file with values instead of formulae that you need for each data area (leads, prospects, accounts, etc.)
3) If you have to associate the info with leads or contacts or accounts and you have already uploaded or created those records in Salesforce.com, be sure to export them with their ID numbers. That makes it easy to use the vlookup formula in Excel to match up fields that you need to add and then re-upload the data into Salesforce.
Like data cleaning, this can be a tedious process. But if you take it step by step it shouldn't be too hard. Good luck.