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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.”
Formula fields get disabled with local CSV uploads because most platforms treat these files as static, read-only data sources that can’t support dynamic calculations. This limitation forces you to work with raw data only, eliminating the analytical power you need.
Here’s how to unlock full formula functionality by replacing static CSV uploads with dynamic data connections.
Enable formulas with live data connections using Coefficient
Coefficient eliminates formula restrictions by treating all connected data sources equally, regardless of origin. Instead of uploading static CSV files, you create live connections to Google Sheets that support full formula capabilities.
How to make it work
Step 1. Move your CSV data to Google Sheets.
Upload your CSV file to Google Sheets using File > Import or by dragging the file directly into a new spreadsheet. This preserves your data structure while making it accessible for dynamic connections.
Step 2. Connect Coefficient to your Google Sheets document.
Install Coefficient and connect it to your Salesforce or Salesforce instance. Set up your data import using the Google Sheets document as your source instead of uploading static files.
Step 3. Implement Formula Auto Fill Down.
Place your formulas in the column immediately to the right of your imported data. Coefficient’s Formula Auto Fill Down feature automatically applies these formulas to new rows during each refresh. This works with complex calculations including VLOOKUP, conditional logic, and mathematical operations.
Step 4. Configure automatic refresh schedules.
Set up scheduled refreshes so your formulas update automatically with new data. Choose hourly, daily, or weekly intervals based on how often your source data changes. Your formulas will recalculate every time fresh data comes in.
Transform your data analysis capabilities
This approach gives you the analytical power that static CSV uploads can’t provide. Your formulas update dynamically with refreshed data, creating a robust analytical system that grows with your needs. Start building formula-enabled data streams today.
