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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.”
Salesforce dashboard components cannot show report groupings with record details. Lightning Table components only display aggregated totals and summary data, completely hiding the underlying detail records that provide context for analysis.
Here’s how to display complete grouped report data including all detail records while maintaining group organization and live connectivity.
Import complete grouped data with all detail records using Coefficient
Coefficient excels at this requirement by importing complete grouped report data including all detail records while maintaining group organization from your Salesforce or Salesforce reports.
How to make it work
Step 1. Import full grouped reports via “From Existing Report”
Use Coefficient to capture all detail records with group associations from your Salesforce reports. This preserves every individual record within its group context, not just summary information.
Step 2. Use spreadsheet grouping to organize records by group with complete detail
Apply filtering to show/hide detail records within specific groups dynamically and create master-detail views with group summaries linked to detailed record lists. Display all Salesforce fields for each record, not just summary columns.
Step 3. Enable interactive exploration between group totals and detail records
Set up the ability to click between group totals and underlying detail records with multi-field sorting of detail records within groups by any field combination. Add custom record calculations and conditional formatting to highlight specific records within groups.
Step 4. Set up automated detail management and refresh
Configure Formula Auto Fill Down for record-level calculations that update with new data and use Append New Data feature to track new detail records as they’re added to groups. Schedule refresh to keep both group totals and detail records current.
Get complete group-plus-detail visibility Salesforce dashboards can’t deliver
This approach provides complete record visibility within group context, rich record information with all fields, and enhanced analytical capabilities for record-level insights within grouped contexts. Start building the detailed group analysis your team needs for comprehensive reporting.
