## 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 - rename the file and launch Powershell script

1. rename the file to `Report_BID.xlsx`
2. open powershell in folder `C:\Powershell\dev\xlsx-manipulation>`
3. launch the script 
```powershell
PS C:\Powershell\dev\xlsx-manipulation> .\bid-report-checks.ps1
```
## Use the report

[[Suivi des Offres (V0.8)]]

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