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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 severe limitations for grouped data: Lightning Table shows only final totals, Chart components flatten group structure, and no native component displays full group hierarchy with detail records.
Here are powerful alternatives that provide complete grouped data visibility with enhanced analytical capabilities.
Replace limited dashboard components with spreadsheet-based solutions using Coefficient
Coefficient provides comprehensive alternatives by importing grouped reports into spreadsheet environments that support interactive pivot tables, grouped lists, and conditional formatting from your Salesforce or Salesforce data.
How to make it work
Step 1. Import grouped report data to bypass component limitations
Use Coefficient to import your Salesforce grouped reports directly into spreadsheets. This preserves all detail records, group structure, and field information that Lightning components strip away.
Step 2. Create interactive pivot tables with full drill-down capabilities
Build pivot tables that maintain detail records organized by group with collapsible sections and running totals. Enable sorting and filtering within groups while maintaining structure, something no Lightning component can do.
Step 3. Apply conditional formatting to highlight group performance patterns
Use conditional formatting to highlight group performance patterns and outliers across detail records. Calculate group-specific metrics like variance and percentage of group total that aren’t available in native components.
Step 4. Set up automation for continuous grouped data analysis
Configure Formula Auto Fill Down for custom group calculations, automated refresh to keep displays current, and Snapshots for historical group performance comparison. Export analyzed data back to Salesforce when needed.
Eliminate dashboard component limitations for grouped data analysis
This spreadsheet-based approach displays all detail records within each group, shows intermediate subtotals for multi-level groupings, and supports multiple concurrent grouping dimensions with enhanced analytical capabilities. Get started with solutions that actually work for grouped data analysis.
