Introducing G2.ai, the future of software buying.Try now
  1. Home
  2. ...
  3. Salesforce CRM Document Generation Software
  4. Conga Composer
  5. Conga Composer Discussions
  6. How to map parent child records in excel
Ravideep Singh M.
RM
4 * Salesforce Certified Senior Developer in Legato Health Technologies
Expand/Collapse Social Share Options

How to map parent child records in excel

In conga excel format I get repeated requests for conditional values . Any way to use macros? Another question is regarding subqueries . How do we map child records to related parent in excel
1 comment
Looks like you’re not logged in.
Users need to be logged in to answer questions
Log In
Steve S.
SS
CTO at Stonebriar Commercial Finance
0
Macros don’t do too well because it needs to happen at runtime. Instead, I dump the child data into a query on a separate tab in Excel and use sumifs or countifs statements to summary data or vlookup or index match to pull data onto other tabs.
deleteedit
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply
Already have Conga Composer?

About Conga Composer

Automatically generate error-free, on-brand documents using the best document creation software—anywhere, anytime. Conga Composer is a robust document generation solution designed to assist busine
Discover More