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Excel Templates

Release 8

Revised 19 November 2014

This template guide is an overview of how to use and customize Microsoft Excel templates with Conga

Composer

Contact Support:

support@congamerge.com

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registered trademarks of Conga, as are other names and marks. All other trademarks or registered

trademarks are the properties of their respective owners.

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Excel Template Guide

Contents

Contents .................................................................................................................................................. 2

General Disclaimer .................................................................................................................................. 4

Upgrading from Conga Composer Release 7? ..................................................................................... 5

Purpose ................................................................................................................................................... 5

Before you get started ............................................................................................................................. 5

Designing Microsoft Excel Merge Templates ............................................................................................ 5

What Fields Are Available? .................................................................................................................. 6

Merging Detail Data ............................................................................................................................. 8

Refine Merge Fields with Parameters .................................................................................................... 10

Special Merge Fields ............................................................................................................................. 14

Row Number Field ............................................................................................................................. 15

Dynamic Formulas ................................................................................................................................. 16

Group Data and Calculate a Subtotal ..................................................................................................... 19

FAQs ..................................................................................................................................................... 23

How can I use a merge field within a formula? .................................................................................... 23

How do I set the Printable Area of the Spreadsheet ............................................................................ 24

How can I determine which sheets to include in an output PDF? ........................................................ 24

What’s the best way to format text paragraphs? ................................................................................. 25

Know Your Limits................................................................................................................................... 26

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Excel Template Guide

General Disclaimer

Conga Composer solutions depend on and leverage technology from a multitude of software

and hardware vendors including but not limited to salesforce.com, Microsoft, Google, and the

providers of various Internet browsers (“Third Party Technology”). Output from Conga

Composer solutions can be impacted by these and numerous other factors beyond the control

of Conga, including:

•

Template design errors in Microsoft Word, Excel, PowerPoint templates, PDF Forms or

Conga HTML email templates

•

The nature and scope of data and/or images being retrieved for merging into templates

•

Individual user’s browser, network, ISP and/or hardware settings (see Conga Composer

Installation and Administration Guide for additional details)

•

The use of any encryption gateways or appliances that require any re-direct of Conga

Composer traffic

•

The availability and performance of the salesforce.com service and other software-as-a-

service solutions such as eSignature, eCommerce and other AppExchange products,

and periodic updates, enhancements or other changes to such services made by their

respective vendors

•

Salesforce.com security settings including User Profiles and Permissions, folder and

object access and field-level security

•

Internet performance, regional and even global outages

For these reasons, Conga cannot guarantee that your particular implementation of Third

Party Technology and Conga technologies – even if configured based on Conga

documentation and/or guidance offered by Conga Support personnel – will perform

consistent with your expectations or requirements, or provide the output you require.

Accordingly, Conga disclaims any and all liability resulting from, or related to,

performance issues associated with Conga products to the extent arising from your

implementation, configuration, or the behavior of Third Party Technology.

508 Compliance

Conga Composer is an installable package from the Salesforce AppExchange, which integrates

with an individual customer's existing implementation of Salesforce. When properly configured,

Conga Composer will run within an existing Salesforce instance without the need to view,

manipulate or configure the application outside of the Salesforce user interface.

The use of Conga solutions is entirely represented by standard Salesforce user interface

components when properly configured. Therefore, customers seeking the 508 Compliance

VPAT documentation are referred to Salesforce.

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Excel Template Guide

Upgrading from Conga Composer Release 7?

While Conga has made every effort to make Conga Composer Release 8 backwards

compatible with Conga Composer Release 7, a small number of cases have been reported

where the behavior of and/or output from Conga Composer Release 8 varies in content or

appearance from Composer Release 7. It is the Customer’s responsibility to thoroughly test all

existing solutions with Composer Release 8 to ensure they perform as desired, and to make any

necessary adjustments to templates, queries, reports or other components.

Purpose

Conga Composer lets you generate documents, spreadsheets and presentations by gathering data from

salesforce.com and merging to a template. The resulting file(s) can be printed or emailed and you can log

the actions you’ve taken in Salesforce.

Conga Composer solutions let you create individual documents by clicking a button from a record in

Salesforce. This template guide will show you how to create Excel templates.

Before you get started

For this Guide we are making a couple of assumptions:

•

You’ll need to be able to build a Conga Composer button. You can find the details on how to do

this in Conga Composer QuickStart 1 – Creating Your First Conga Composer Solution.

•

You’ll need to understand how to use the Conga Template Builder. You’ll find details on the

Conga Template Builder in the Conga Composer Configuration Guide.

Designing Microsoft Excel Merge Templates

Conga Composer can merge data into an Excel template. (Excel templates only work with Conga

Composer, not Conga Mail Merge.)

What exactly is an Excel template? It’s an Excel file (.xls or .xlsx) that contains one or more merge fields.

In this chapter we’ll examine how to create and edit Excel fields.

Conga Composer supports Excel templates saved in the Excel 2003 (“.xls”), or Excel

2007/2010 (“.xlsx”) format. However, we recommend the Excel 2003 format (“.xls”) to ensure

file format compatibility across a broad audience.

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Excel Template Guide

What Fields Are Available?

The Template Builder is an essential tool in the development of Conga Composer solutions. The

Template Builder exposes the data retrieved by Conga Composer from the Master Object (and from any

Salesforce Reports or Conga Queries referenced in the Conga Composer URL). You can then us these

fields to build templates.

To learn more on how to use the Conga Template Builder, go the Conga Composer Configuration Guide.

The Template Builder supports multiple template types. By default it is set to create text-based merge

fields for Microsoft Word. Select the Excel radio button to format the merge fields for Microsoft Excel. The

format of an Excel merge field is:

&=Datasetname.Fieldname

Example: &=Master.ACCOUNT_NAME

Select the field and copy it to the clipboard. Paste that field into your template.

Now repeat for the following fields:

1. Add the following fields from the Master - Account dataset:

•

ACCOUNT_NAME

•

ACCOUNT_BILLINGADDRESS

•

ACCOUNT_ACCOUNTNUMBER,

•

ACCOUNT_PHONE

2. Then add the following field from the Master - Contact dataset:

•

CONTACT_FULLNAME

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Excel Template Guide

Format the fields to your liking, and save your template. You’ll end up with something like this:

Tips and Tricks

The name of the dataset is case-sensitive. It must match the

case as indicated on the Template Builder window. The

Salesforce fieldname portion is not case-sensitive. In the image

above the dataset name is Master with an upper case “M”.

You may only use one merge field per cell. A merge fields can

be used as part of a more complex formula but requires special

adaptations in order to work with Conga Composer. To use a

merge field in a formula, put the merge field in a non-printing

region (or a different sheet) and then refer to that cell in the

formula. For more information please see FAQ: How can I use a

merge field within a formula.

Excel Template Guide

Merging Detail Data

Since you can retrieve multiple rows of data for each master object (e.g. opportunity line items for each

opportunity), your Excel template will automatically expand to accommodate an unlimited number of detail

rows.

Now we’ll add line items related to an opportunity from the OppLineItems dataset.

Copy and paste the following fields as shown below:

•

Opportunity_Lineitem_ProductName

•

Opportunity_LineItem_Qty

•

Opportunity_Lineitem_UnitPrice

•

Opportunity_LineItem_Total

When you copy the field from the Template Canvas, the Template Builder will automatically add the

dataset name (in this case OppLineItems) to the field name.

Conga Composer will automatically insert rows to the spreadsheet to accommodate the number of rows

in the dataset. If, for example, the first LineItem will be inserted into cell A23, then a new row will be

inserted into A24 and so on.

Now save the template and run the solution.

Excel Template Guide

The final output would look like this:

Rows Inserted Dynamically

Excel Template Guide

Refine Merge Fields with Parameters

You can tune Conga Composer’s behavior when merging to Excel with field parameters. Each of the

following parameters may be appended to the end of a merge field within parentheses, separating each

with a comma.

PARAMETER

DESCRIPTION

Numeric

Converts text data to numeric data, if possible.

le.

After converting to numeric, you may apply numeric formatting to the field.

Note: Since ReportData columns are retrieved as text values, this parameter can be

particularly useful in converting a ReportData column value from text to numeric

Example:

&=ReportData.AMOUNT(Numeric)

Horizontal

Writes data left-to-right, instead of top-to-bottom.

bottom.

Note: Applies to datasets with multiple rows of data (reports, queries, OppLineItems,

QuoteLineItems)

Example:

&=ReportData.CONTACT_LASTNAME(Horizontal)

Skip:n

Skip n number of rows for each row of data.

Example:

&=OppLineItems.OPPORTUNITY_LINEITEM_PRODUCTNAME(Skip:1)

Noadd

Do not add extra rows (or columns) to fit data, i.e., detail data is written to cells without

hout

adding new rows (or columns) during the merge process

Example:

&=OppLineItems.OPPORTUNITY_LINEITEM_PRODUCTNAME(Noadd)

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