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Excel Template Guide

PARAMETER

DESCRIPTION

Group:Normal

Groups the merge field values and displays the grouped value once per data group.

Frequently accompanied by “Skip”.

See “FAQ: Grouping Data” for more details.

Example:

&= OppLineItems.OPPORTUNITY_LINEITEM_PRODUCTFAMILY(Group:Normal)

Group:Merge

Groups the merge field values and displays the grouped value once per data group. The

cells in the group-by field for each group set are merged together. Frequently

accompanied by “Skip”.

See “FAQ: Grouping Data” for more details.

Example:

&= OppLineItems.OPPORTUNITY_LINEITEM_PRODUCTFAMILY(Group:Merge)

SubtotalN:

GroupByColumn

Performs a summary operation for a specified field related to a grouped field. The

summary action, determined by N, is in the range 1 through 10 (see table below).

The GroupByColumn is the field on which the data is grouped (separately).

Requires:

•

A separate column in which the Group parameter has been utilized

N value choices:

1=AVERAGE

2=COUNT

3=COUNTA

4=MAX

5=MIN

6=PRODUCT

7=STDEV

8=STDEVP

9=SUM

10=VAR

See Excel’s help for more details about the Subtotal function.

Example:

&=OppLineItems.OPPORTUNITY_LINEITEM_SALESPRICE(Subtotal9:

OppLineItems.OPPORTUNITY_LINEITEM_PRODUCTFAMILY)

Note: Subtotal can be also used as an independent function, as in:

&=Subtotal9:OppLineItems.Product_Family

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Excel Template Guide

Example 1:

Say we want to merge Opportunity Line

Items on an Excel template. To merge

them vertically (the typical method),

your template would look like this:

Assuming we have three items from the

OppLineItems sheet, the output would

look like this:

Example 2:

To write data left-to-write, include the

Horizontal parameter. In this

example, the Product Names from an

opportunity are written left-to-right.

&=ReportData.

OPPORTUNITY_LINEITEM_PRODUCTNAME(Horizontal)

The output after adding the Horizontal

parameter would look like:

Example 3:

Extending the previous example, say

we want Opportunity Line Items (and

Sales Price) to appear from left-to-

right across a page. We’ve also

included headers each product

column (Product 1, Product 2 and Product 3). To prevent Conga Composer from inserting new columns,

we’ve added the Noadd parameter:

&=ReportData. OPPORTUNITY_LINEITEM_PRODUCTNAME(Horizontal, Noadd)

The output from this horizontal merge

would look like:

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Excel Template Guide

Example 4:

The Skip:n parameter can be helpful when you want to insert alternating data on every other row (from

fields containing multiple values).

In this example, we’d like to have an

Opportunity Line Item Product

appear, then the Sales Price below

the product, followed by another

product and price, and so on.

Usually, the Noadd parameter accompanies the Skip:n parameter.

The output from this template would

look like:

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Excel Template Guide

Special Merge Fields

Conga Composer offers several additional merge fields for even more flexibility in your merge templates.

Today’s Date (Text)

By creating a merge field with the name &=Date.Today, Conga Composer will insert the current date as a

text string. Although this field is easy to use, you won’t be able to apply a date-format to this value

because it’s text.

Today’s Date (Date/Time Value)

By creating a merge field with the name &=Date.TodayDT, Conga Composer will insert the current date

as a date/time value. The benefit of this field is that you can format the resulting date with any of Excel’s

date-formatting options.

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Excel Template Guide

Row Number Field

The Row Number field numbers each line item in a detail dataset and is included by default in every

report or query dataset. The field name is ROW_NUMBER.

Insert this field into any detail region in the template to number the results in the merged output file. In

the below example, the {{ROW_NUMBER}} merge field is placed in the far left column:

The merged output file looks like this:

Excel Template Guide

Dynamic Formulas

Dynamic Formulas allow you to insert Excel's formulas into cells even when the formula must reference

rows that will be inserted later during the merge process. They can repeat for each inserted row or use

only the cell where the field is placed.

Dynamic Formulas begin with &== and are followed by an Excel formula.

Repeating Dynamic Formulas begin with &=&= and are followed by an Excel formula.

You may use most of Excel’s functions in a Dynamic Formula. The following parameters apply to

Dynamic Formulas.

PARAMETER

DESCRIPTION

{r}

Indicates to use the current row number

Used in conjunction with a column letter to indicate a cell on the current row.

Example:

When the following is placed in cell C1:

&==A{r}*B{r}

results in the formula =A1*B1

{integer}

Offset to current row number, where integer is a positive or negative number that

hat

represents the number of rows above or below the current row.

Used in conjunction with a column letter to indicate a particular cell offset by the number

of rows indicated by the integer.

Examples:

{2} would mean to reference a cell two rows below the current row

{-1} would mean to reference a cell one row above the current row

When placed in cell A10:

&==E{1}*D{1}

results in the formula =E11*D11

Excel Template Guide

Example 1:

Say we’re creating a quote using Opportunities with Opportunity Line Items and we’d like to do some of

the math for each Line Item in Excel. (This example is purely academic – Salesforce already computes

the product for you.)

We’ll start with a Template Builder window that looks like this:

We’ll create a template that includes a

Dynamic Formula to find the product of

the price multiplied by the quantity.

The output from this merge would look

like:

In this case the total does not repeat for each row. If you want it to repeat, use a Repeating Dynamic

Formula as shown next.

Excel Template Guide

Example 2:

Let’s extend the previous example by changing the Dynamic Formula to a Repeating Dynamic Formula.

Here’s the modified template:

The output from this merge would look

like:

Excel Template Guide

Group Data and Calculate a Subtotal

You can group and subtotal columns of merged data using the “Group” and “Subtotal” parameters (see

Refine Merge Fields with Parameters in this guide for details).

In the following example, we’ll demonstrate how to group and subtotal Opportunity Line Items by Product

Family.

Step 1: Non-Grouped Template

Start with a simple template that displays the non-grouped data.

Template:

Output:

Excel Template Guide

Step 2: Group by Product Family

Next, modify the merge field that represents the Product Family. Add the parameter to group on that field

and to skip a row between Product Family values to make room for a subtotal (in a subsequent step).

Template:

Output:

Tips and Tricks

Using the SUBTOTAL9 function as depicted above will ensure each group

maintains a subtotal and will prevent blank lines from appearing below the

merge results.

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