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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.”
Lightning dashboard components have a major limitation: they only display final aggregated totals and completely skip the intermediate subtotals that make grouped reports meaningful for analysis.
Here’s how to get complete subtotal visibility at every group level while maintaining live connection to your Salesforce data.
Import grouped data to spreadsheets for complete subtotal display using Coefficient
Coefficient leverages spreadsheet capabilities that natively support subtotals and grouping, giving you the detailed breakdown that Lightning Table components can’t provide from your Salesforce or Salesforce reports.
How to make it work
Step 1. Import your grouped report via “From Existing Report”
Connect to Salesforce through Coefficient and select your grouped report. The data imports with all grouping information and detail records intact, preserving the structure needed for subtotal calculations.
Step 2. Apply spreadsheet subtotal functions for automatic calculations
Use Data > Subtotals in Excel or INSERT > Pivot table in Google Sheets to automatically calculate subtotals for each group. You can apply multiple subtotal functions simultaneously like SUM, AVERAGE, and COUNT.
Step 3. Configure visual hierarchy with indentation and grouping lines
Set up clear visual distinction between group levels and subtotals using indentation, borders, and formatting. This maintains the logical flow from detail records to subtotals to grand totals.
Step 4. Set up automated refresh to keep subtotals current
Schedule automatic refresh so your subtotals stay synchronized with Salesforce data changes. Use Formula Auto Fill Down to maintain custom calculations as new data appears.
Get the subtotal visibility Lightning dashboards can’t provide
This approach displays subtotals at every group level with percentage calculations, multiple aggregation types, and drill-down capabilities that native dashboard components simply can’t deliver. Start building better grouped reports with complete subtotal visibility today.
