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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.”
Native dashboard visualization components flatten your grouped data into simple charts and tables, completely destroying the hierarchical organization that makes group-by structure valuable for analysis.
Here’s how to create interactive visualizations that maintain your complete group hierarchy while providing enhanced analytical capabilities.
Build structured visualizations in spreadsheets using Coefficient
Coefficient enables superior dashboard visualizations by importing grouped reports into spreadsheet environments that support advanced visualization with preserved structure from your Salesforce or Salesforce data.
How to make it work
Step 1. Import grouped data using “From Objects & Fields” or “From Existing Report”
Connect to Salesforce and import your grouped report data. Maintain original grouping fields as separate columns so the structure is preserved for visualization creation.
Step 2. Create pivot charts that respect group hierarchy
Build pivot charts showing relationships like Region > Territory > Rep performance. Use spreadsheet native features to create interactive charts with drill-down capabilities that Lightning Chart components can’t provide.
Step 3. Apply advanced visualization options for hierarchical data
Create hierarchical treemap charts showing proportional group relationships, multi-level bar charts with maintained categories, and heat maps displaying performance across group dimensions. Add sparklines for trend analysis within each group.
Step 4. Set up automated refresh and sharing
Schedule refresh to keep visualizations current with Salesforce data. Use Snapshots to create time-series visualizations of group performance and share interactive dashboards with better collaboration than static Salesforce dashboards.
Build the structured visualizations Salesforce dashboard components can’t deliver
This approach preserves parent-child group relationships, enables filtering by group level without losing structure, and supports multiple grouping dimensions simultaneously with live data connectivity. Start creating hierarchical visualizations that actually work for your analysis needs.
