troubleshooting Question

I am trying to limit some records that are tied to a table in excel

Avatar of RUA Volunteer2?
RUA Volunteer2?Flag for United States of America asked on
Microsoft OfficeMicrosoft AccessMicrosoft SQL ServerMicrosoft Excel
2 Comments1 Solution111 ViewsLast Modified:
I have a table or spreadsheet called SF-Opportunites that has 318 opportunities in it. I want to limit the records returned in the other two tables by those OpportunityID's back to only the Accounts and Contacts those 318 records are associated with.  How do I link it to two other tables SF_Accounts & SF_Tasks that have Key Relational Fields in them in order to get only the accounts and contacts associated with them (the 318 Opportunities) and nothing else? The dataset is too large so I was able to get a good sampling of random data from the 318 opportunities that will work for my proof of concept project.

Table SF_Opportunities has
Field = AccountID
Field = ContactID
Field = OpportunityID

Table SF_Accounts has
Field = AccountID
Field = ContactID

Table SF_Tasks has
Field = ContactID
Field = OpportunityID
Field = TaskID

Once all the Accounts and Tasks that are associated with those 318 Opportunities are linked. I need all the excess records to go away...In other words, if they disappear then my overall size of the table or file is smaller. (Consequently, I am trying to get to smaller file that Salesforce.com can accept imported into their developer edition...5MB)
ALL DATA IN FILE IS FICTITIOUS.

I tried linking it to Excel and Access but kept getting the same number of records returned. Not sure how to get this done. Its either Operator error or something is wrong with my thinking? What should I be able to do in order to limit the records to just the accounts and therefore tasks if I just pull the records that match the OpportunityID's in the one table matching them to the other two tables with the Key relational fields listed?
SF_Oppty_Accts_Tasks.xlsx
ASKER CERTIFIED SOLUTION
abbas abdulla

Our community of experts have been thoroughly vetted for their expertise and industry experience.

Join our community to see this answer!
Unlock 1 Answer and 2 Comments.
Start Free Trial
Learn from the best

Network and collaborate with thousands of CTOs, CISOs, and IT Pros rooting for you and your success.

Andrew Hancock - VMware vExpert
See if this solution works for you by signing up for a 7 day free trial.
Unlock 1 Answer and 2 Comments.
Try for 7 days

”The time we save is the biggest benefit of E-E to our team. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange.

-Mike Kapnisakis, Warner Bros