We help IT Professionals succeed at work.

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

107 Views
Last Modified: 2018-02-02
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
Comment
Watch Question

CERTIFIED EXPERT
Commented:
This one is on us!
(Get your first solution completely free - no credit card required)
UNLOCK SOLUTION
RUA Volunteer2?Crystal Reports Tableau Developer Trainer Consultant Sales Exec.

Author

Commented:
Thank you very much sir
Unlock the solution to this question.
Join our community and discover your potential

Experts Exchange is the only place where you can interact directly with leading experts in the technology field. Become a member today and access the collective knowledge of thousands of technology experts.

*This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

OR

Please enter a first name

Please enter a last name

8+ characters (letters, numbers, and a symbol)

By clicking, you agree to the Terms of Use and Privacy Policy.