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Jay Kanchana
Join Report data Extract
Dear Salesforce wizards,
I need to create a data extract that has data from 4 objects using a join column. In SQL it can be achieved using an easy join. I am lost in SFDC!
What I have tried -
Join report -Does not work because I can not download the data
forceExplorer - Does not work because it does not allow where clause
vlookup in excel - does not work because the data set is huge and freezes my computer
I am hopin there is an easy way (or a tool) to write SOQL and get this join report. My last resort will be to dump the excel data in to access and create a report.
Is there any other option?
I need to create a data extract that has data from 4 objects using a join column. In SQL it can be achieved using an easy join. I am lost in SFDC!
What I have tried -
Join report -Does not work because I can not download the data
forceExplorer - Does not work because it does not allow where clause
vlookup in excel - does not work because the data set is huge and freezes my computer
I am hopin there is an easy way (or a tool) to write SOQL and get this join report. My last resort will be to dump the excel data in to access and create a report.
Is there any other option?
Here are two possible options:
Go to Setup -> Create -> Report Types and you should be able to create a report the spans 4 objects (granted they are all connected). I was able to do this my self.
Otherwise, you can run an SOQL query using their join alternative documented in the link below:
http://www.salesforce.com/us/developer/docs/dbcom_soql_sosl/Content/sforce_api_calls_soql_relationships.htm
To run an SOQL query I'd recommend using http://www.dataloader.io. You'll want to select an Export, then pick any object (you'll be overriding it in a minute so it doesn't matter) and on Step 2 there is a place to write an SOQL query.
Chris
If this was handy hit the little thumbs up guy.