)
Written by
Table of Contents
“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.”
Your joined report truncates at 20,000 rows due to Salesforce’s undocumented export limit per report block, not Excel’s capacity limitations. Excel can handle over 1 million rows, but Salesforce restricts joined report exports to 20,000 records per block regardless of the export format.
Here’s how to get your complete dataset into Excel without the truncation issue.
Complete data export to Excel using Coefficient
Salesforce’s export limitation occurs during the report generation process, not because of Excel’s capabilities. By bypassing the joined report structure and importing directly from the underlying objects, you can export complete datasets to Excel without any 20,000 row restrictions.
How to make it work
Step 1. Identify your report components.
Document which Salesforce objects your joined report uses (Accounts, Opportunities, Contacts, etc.) and note the filters applied to each block. This information will help you recreate the same data structure.
Step 2. Connect Coefficient to Excel and Salesforce.
Install the Coefficient add-in for Excel and connect it to your Salesforce org. This creates a direct connection that bypasses Salesforce’s report export limitations.
Step 3. Import objects separately.
Use Coefficient’s “From Objects & Fields” feature to import each object from your joined report separately. Apply the same filters from your original report blocks using Coefficient’s advanced filtering capabilities.
Step 4. Recreate joined report logic in Excel.
Use Excel formulas like VLOOKUP, INDEX/MATCH, or XLOOKUP to recreate the relationships between objects. This gives you the same analytical insights as your original joined report.
Step 5. Set up automated refreshes.
Schedule regular data updates to maintain current information in Excel. You can set different refresh schedules for each object based on how frequently the data changes.
Step 6. Configure dynamic analysis.
Use Coefficient’s formula auto-fill feature to automatically apply calculations to new data as it’s imported. This maintains your analysis logic across the complete dataset.
Get your complete dataset in Excel
This approach eliminates the 20,000 row truncation while providing all your data directly in Excel format. You get enhanced analytical capabilities, automated refreshes, and the ability to work with unlimited records from your Salesforce org. Start importing your complete dataset today.
