## Phase 0 - cleanup of Salesforce data

[[Bid management stage must be closed for won-loss-stopped opportunities]]

Open report "Bid Suivi offre (version PY)"
filter "WON/LOST/CLOSED" and closed this year
review the list.
pass bid management stage to **Closed** where appropriate
## Phase 1 - export data from Salesforce
1. Open report "Bid suivi offre"
2. Click arrow next to "Edit"
3. select "Export"
4. select "Details Only"
5. Select Format "Excel Format .xlsx"
6. wait for the download

## Phase 2 - edit data and check integrity
1. open the file
2. check the fields are all there in the right order

|                        |                     |
| ---------------------- | ------------------- |
|                        | **Type de données** |
| Opportunity Owner      |                     |
| Industry               |                     |
| Opportunity: Account   |                     |
| Business Id            | Number              |
| Opportunity Name       |                     |
| Stage                  |                     |
| Expected Value         | Number              |
| Bid/No Bid             |                     |
| Bid Categorization     |                     |
| Bid Management Stage   |                     |
| Bid Management At Risk |                     |
| Submission Date        | Date                |
| Offer Sent Date        | Date                |
| Team Role              |                     |
| Estimated Cost of Bid  | Number              |
| Presales Stage         |                     |
| Presales Sub-Stage     |                     |
| Presales Teams         |                     |
| Presales Needed        |                     |
| Category               |                     |
| Created Date           | Date                |
| Big Fish               |                     |
| Top account            |                     |
| New Logo Date          | Date                |
| Team Member Name       |                     |


3. make sure dates are "short dates"
4. make sure amounts are "numbers"
5. save file
6. rename file to "Report_BID.xlsx"

## Phase 3 - upload to teams

in the Teams [PBI_Rapports SALES | gfc_PBI_Rapports SALES | Microsoft Teams](https://teams.microsoft.com/l/channel/19%3ALWJMfDQmS5DltF94aabYefRRWLjirAIHbs9-cppdS6A1%40thread.tacv2/PBI_Rapports%20SALES?groupId=9378bb43-f467-4743-844b-67aa5b428ecf&tenantId=b6c46f52-625c-414b-aca2-c4a4f0e7bd20)
1. copy old file to backup and add date
2. replace file with latest download

## Check report is updated after automatic reload
location: https://app.powerbi.com/groups/me/reports/2f2fd268-49b7-4ef7-b7cb-5e737d89d4e5/01291b510967b098adc6?ctid=b6c46f52-625c-414b-aca2-c4a4f0e7bd20&experience=power-bi

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Up:: [[Suivi des Offres (V0.8)]] 
Related:: [[Export Salesforce report to populate BI report - Powershell Automation]]