Traditional CSV file uploads don’t support calculated metrics because they create static data snapshots that can’t perform dynamic calculations. This limitation prevents you from adding the analytical insights that make your data actionable.
Here’s how to enable calculated metrics through dynamic data connections that support complex formulas and automatic updates.
Enable calculated metrics with Formula Auto Fill Down using Coefficient
Coefficient enables calculated metrics through its Formula Auto Fill Down feature and dynamic data connections that transform static CSV data into a comprehensive analytics platform.
How to make it work
Step 1. Connect Coefficient to Google Sheets containing your CSV data.
Upload your CSV data to Google Sheets and establish a Coefficient connection to your Salesforce or Salesforce instance. This creates a dynamic connection that supports calculated metrics instead of static data snapshots.
Step 2. Create calculated metric formulas in adjacent columns.
Place your calculated metric formulas in columns immediately to the right of your imported data. Support includes mathematical operations like SUM and AVERAGE, conditional logic with IF statements, lookup functions like VLOOKUP, date calculations, and text manipulation. Formulas automatically copy to new rows during data refreshes with one formula per column for consistent application.
Step 3. Configure automatic refresh schedule.
Set up scheduled refreshes at hourly, daily, or weekly intervals so your calculated metrics update automatically with new data. Enable manual refresh options for immediate metric recalculation when you need updated results right away.
Step 4. Monitor metric calculations through scheduled updates.
Use Coefficient’s integration with Google Sheets’ native formula capabilities to create comprehensive metric dashboards. Metrics apply to both existing and new data rows automatically, ensuring consistent calculations across your entire dataset as it grows.
Build a real-time analytics platform
This transforms static CSV data into a dynamic analytics platform with real-time calculated metrics that update automatically as your data changes. Your metrics stay current without manual recalculation or formula management. Start building your calculated metrics system today.