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Spreadsheet Merging

  1. #1
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    Spreadsheet Merging

    Hello all.

    I'm stuck and could use some help. I have a spreadsheet in Microsoft Teams. Every week I run a report in Saleforce and download it into a spreadsheet. I would like to feed the Salesforce spreadsheet into the Teams spreadsheet. The problem is that on the Teams spreadsheet, there is some information that is entered manually that I can't get from Salesforce. Is it possible to feed the Salesforce data into the Teams spreadsheet to update only certain fields and insert new rows (currently sorted by salesperson) without disrupting some of the data that is in Teams?

    Thanks in advance,

    Tigger68

  2. #2
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    Re: Spreadsheet Merging

    Hello Tigger68 and Welcome to Excel Forum.
    I am not sure that we have enough information to answer the question. It may help if you could upload a desensitized workbook containing a small sample of both the Salesforce and Teams spreadsheets. Also include a manually produced mock up of the result that you want based on those sample spreadsheets.
    To upload a sample workbook (not a picture or pasted copy) click on the GO ADVANCED button below the Quick Reply window and then scroll down to Manage Attachments to open the upload window.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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