This post is related to Enabler4Excel – Review, Guide Tips. The first feature we will review is the very useful ‘Get Data’ function which enables you to specify the data and then extracting that straight into Excel. This function enables you to either input your own SOQL statements or you can achieve this via the UI.
When inputting your SOQL statement via the UI (user interface), select the ‘CTRL’ button on your keyboard to multi-select different fields.
Get Data – Benefit #1:
The main benefit of using the ‘Get Data’ function via Enabler4Excel is the cumulative time that you will save over a period of months and years. The tool saves you time because you have less steps to take. For example, you don’t need to login to Salesforce.com, navigate to ‘Reports’, create a report, fiddle with the report pane, add the filter logic, run the report, click on the export button, wait for the file to download, open the file, wait for Excel to load up…wow, that’s a lot of steps! Not only is that a lot of steps, but after a while it just becomes boring. Even with a developer tool like workbench, you would still have that onerous step of exporting the data and then opening a spreadsheet. Whereas, using the ‘Get Data’ function, the data automagically appears in your Excel worksheet. No multiple clicks, no waiting to download a file, it’s seamless.
Even more impressive than that is the ability to save and then load SOQL statements whenever you like. Having created a SOQL statement, you can select the ‘Save’ option. This will prompt you call the SOQL statement a name and then ask you to ‘Save’. Then, next time you use the ‘Get Data’ function, you can select the ‘Load’ icon and select your SOQL statement and it will automagically appear.
Compare that to the standard way in Salesforce; which would to be: (brace yourselves!)
save a report, save it to the appropriate report folder, then use that URL, select ‘Run Report’, then choose your file format (.csv or .xlsx), select ‘Export’, then open up the downloaded file, wait for Excel to load up…
The tool just feels well designed. I even tried to ‘break’ a few things, but every-time I tried, a sensible error message appears. For example, the following error message appears when I tried to use ‘SELECT Name FROM Account WHERE Name :Accounts’.
The only downside using the ‘Get Data’ function is that when dealing with large(r) data sets, the Apex Data Loader will be faster. For example, in my experience, data sets larger than 100k rows and with numerous fields would be better dealt with via the Apex Data Loader. Having said that, for all small/medium data sets, the Enabler4Excel’s ‘Get Data’ is a fantastic function that will make things easier, speedier and more interesting for you.