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Very Odd! View Subtotals and Sort in Pivot Tables
In the latest (Winter ’23) release of Salesforce, there have been two nice enhancements made to Pivot Tables in CRM Analytics. Both enhancements are in beta at the time…
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Simple Data Visualisations With Data Bars
Are you looking for a very quick and very easy way to show data visualisations in Excel? Then take a look at Data Bars from the Home ribbon. Data…
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To Do List On The Salesforce Utility Bar
With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility Bar can be added…
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#VALUE! #REF! #N/A… #WTF!?
Excel is a great tool but when things aren’t correct, Excel will let you know with an error or info message. But these messages aren’t too descriptive or user-friendly.…
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Clone Source and CloneSourceId Fix
We have recently had a few issues with the integration between Salesforce Objects and Tableau CRM, namely to do with the Clone Source and the CloneSourceId fields. We have…
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Reminder: Excel Is FREE Online
For anyone who is reluctant or unable to pay for the full version of Excel, may I remind you that the online version of Excel is FREE. Plus you…
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What’s an SF18ID?
You may hear Salesforce users and Admin refer to SF18IDs. But what are they and what do they mean? Each record on Salesforce has a unique identifier (ID). And…
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How To Personalise Your Nav Bar On Salesforce
When you open up Salesforce you will see a list of tabs along the top. But you may want to move some tabs around so you can have the…
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Show Table Totals In CRM Analytics
When creating tables in CRM Analytics Widgets and Lenses, it’s possible to add Totals to rows and columns – it’s just not always obvious where to do this for…
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How To Hide The Row Index Column In CRM Analytics
So you’ve created a fabulous Values Table in CRM Analytics within a Lens or Widget, but you can’t get rid of the annoying index column (Row Index Column) on…
