How to create dynamic rolling 3-month column headers that auto-update each month in Salesforce

You can create dynamic rolling 3-month column headers that automatically update each month by combining automated data imports with spreadsheet formulas that calculate date ranges based on today’s date.

This approach eliminates the manual work of updating static field names and creates true sliding window dates that shift forward automatically each period.

Build self-updating date columns using Coefficient

CoefficientSalesforceSalesforcesolves this challenge by combining automateddata imports with dynamic formula capabilities inspreadsheets. While native Salesforce reports use static column structures that require manual updates, this solution creates headers that automatically shift forward each month.

How to make it work

Step 1. Set up dynamic date headers in your spreadsheet.

Create formulas that automatically calculate rolling month columns. Usefor the current month header,for next month, andfor the third month. These formulas automatically calculate rolling month columns based on today’s date.

Step 2. Configure Coefficient data import with dynamic filters.

Import from Salesforce using dynamic date filters that point to your calculated date ranges. Set up dynamic filters in Coefficient that reference the date cells from your headers, so the data automatically adjusts to match your rolling date formulas.

Step 3. Schedule automated refreshes.

Configure automatic refreshes (daily or weekly) to keep both headers and data current. This ensures your sliding window dates refresh monthly without any manual intervention, creating a true rolling 3-month view.

Start building dynamic date columns today

Get startedThis solution transforms rigid static reporting into flexible, self-updating systems that maintain consistent time horizons without manual maintenance.with automated rolling date columns that eliminate monthly update tasks.