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Liam Gordon

Vena Solutions

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Posted By Liam Gordon 12-04-2023 10:31
Found In Egroup: General Discussions
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Hi Kathy!  I find the easiest way is using the trick of parent intersections showing zeros by changing mapping from something like Value to "Total Value"  which is just a parent of value.  If you are using MDRs you can also uncheck the "Treat Zeros as Blanks" check box  Hope that helps  --- ...
Posted By Liam Gordon 10-21-2022 13:50
Found In Egroup: General Discussions
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Hi Xianling,  Can you give this a try? would only apply when the sheet is protected so be good to prevent contributors from seeing fromulas. 1. Select the range of cells whose formulas you want to hide. You can also select nonadjacent ranges or the entire sheet. 2. Click Home > Format > Format Cells. ...
Posted By Liam Gordon 02-09-2022 12:52
Found In Egroup: General Discussions
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You can configure the SF account permissions within SF to be the minimum required to access the data you want to pull into Vena. ------------------------------ Liam Gordon Team Lead, Practice Management Vena ------------------------------
Posted By Liam Gordon 02-09-2022 10:04
Found In Egroup: General Discussions
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Hi Brandon, The SF connector uses SOQL queries to access data, so any data that is exposed to the query language should be accessible. Limiting scope is typically done through the 'where' command of the query. Depending on what you are trying to do with your SF data I often see clients create a ...