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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 flatten your carefully structured multi-level report groupings into basic aggregated totals, destroying the hierarchical organization that makes grouped reports valuable for analysis.
Here’s how to preserve complete grouping hierarchy while maintaining live connectivity to your Salesforce data.
Import grouped reports to spreadsheets using Coefficient
Coefficient solves this by importing your grouped Salesforce reports directly into Salesforce or Excel, where native spreadsheet grouping features preserve the complete hierarchy with expand/collapse functionality.
How to make it work
Step 1. Import your grouped report using “From Existing Report”
Connect to your Salesforce org through Coefficient and select your multi-level grouped report. The import preserves all grouping levels and underlying detail records exactly as they appear in your original report structure.
Step 2. Apply spreadsheet grouping features to recreate hierarchy
Use Data > Group/Outline in Excel or the grouping functions in Google Sheets to recreate the hierarchical structure. This gives you the expand/collapse functionality that Lightning dashboards can’t provide.
Step 3. Add visual formatting to distinguish group levels
Apply conditional formatting to visually distinguish different group levels with colors, indentation, and styling. This makes the hierarchy clear and easy to navigate for your team.
Step 4. Set up automated refresh to keep data current
Configure hourly, daily, or weekly refresh schedules so your hierarchical reports stay synchronized with Salesforce without manual intervention. Your groupings maintain their structure through each refresh.
Transform static dashboards into dynamic hierarchical reports
This approach gives you unlimited grouping levels, complete detail record access, and custom calculations on grouped data that Lightning components simply can’t deliver. Get started with Coefficient to build the hierarchical dashboards your team actually needs.
