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How to import an SFDC Report CSV export file in Numbers on Apple's iCloud?

 
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Using Numbers on a Mac for editing my spreadsheets, but unable to find a way of downloading a report (export) from Salesforce and doing the following with Numbers: open, edit, and save.

How to open and save a CSV file in Numbers?


Attribution to: Bart

Possible Suggestion/Solution #1

There should be export options when you're viewing a report. You should be able to export any report into CSV or XLS format and open in Numbers.


Attribution to: Jonathan Hersh

Possible Suggestion/Solution #2

Open File: If the file has a CSV extension, not TXT, you should have the following options to open the file:

  • Right click and open it with Numbers,
  • Drop it on the Numbers icon in the dock, or
  • Open Numbers & drop the file into it.

** If it has a TXT extension, try changing it to CSV.


Export File:

  1. List item
  2. Open file,
  3. Click: File > Export
  4. Select: FileType = "CSV"
  5. Name & Save File

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(Numbers 2.1 on OSX 10.6.8)


Attribution to: blunders
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/31836

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