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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
CRM Analytics exports pivot table data as flat CSV-style records, completely ignoring your carefully structured grouping and hierarchy. Unlike standard Salesforce reports that offer “Formatted Report” exports, CRM Analytics lacks this preservation capability entirely.
Here’s how to recreate your pivot table analysis outside of CRM Analytics while maintaining all grouping structure.
Recreate your pivot analysis with preserved grouping using Coefficient
Coefficient offers a complete workaround by connecting directly to your Salesforce data sources. You’ll bypass the problematic export layer and build pivot tables using Excel’s native functionality, which preserves grouping during save and share operations.
How to make it work
Step 1. Identify your source data objects.
Determine which Salesforce objects and fields feed your CRM Analytics pivot table. This might include Opportunities, Accounts, Contacts, or custom objects depending on your analysis.
Step 2. Import via Coefficient’s object connection.
Use Coefficient’s “From Objects & Fields” feature to connect directly to those same Salesforce objects. Select the exact fields that appear in your CRM Analytics pivot table to ensure data consistency.
Step 3. Apply your filtering criteria.
Set up Coefficient’s dynamic filtering to match your CRM Analytics filters. You can create complex AND/OR logic and even reference cell values for flexible filtering that updates automatically.
Step 4. Build your native Excel pivot table.
Create pivot tables using Excel’s built-in functionality. This grouping structure is maintained permanently, unlike CRM Analytics exports that flatten your data.
Step 5. Schedule automatic data refresh.
Set up automated refresh schedules (hourly, daily, or weekly) to maintain current information without manual exports. Your grouping structure stays intact through every refresh.
Get more flexible pivot analysis than CRM Analytics
This approach provides superior pivot table customization options while eliminating the grouping loss problem entirely. Start building pivot tables that actually preserve your data structure.
