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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’s joined reports have significant limitations including restrictions on which objects can be joined, limits on the number of joins, and performance issues with large datasets.
You’ll discover a superior alternative for data aggregation that bypasses joined report limitations while providing more flexibility and better performance.
Import separate reports and aggregate with spreadsheet formulas using Coefficient
Coefficient provides a powerful alternative by letting you import each separate Salesforce report as individual data sources, then use spreadsheet formulas to aggregate data across reports. This approach enables calculations and metrics that might be difficult or impossible in joined reports.
How to make it work
Step 1. Import your separate reports as individual data sources.
Use Coefficient’s “From Existing Report” feature to import each report you want to aggregate into separate sheets. For example, import your Opportunity Report into Sheet 1 and your Campaign Report into Sheet 2.
Step 2. Create aggregation formulas across report sources.
Use spreadsheet formulas like VLOOKUP, INDEX/MATCH, SUMIF, and PIVOT tables to aggregate data across your imported reports. Calculate metrics like “Revenue by Campaign Source” or “Conversion Rates by Lead Source” without the complexity of joined reports.
Step 3. Build cross-report calculations and metrics.
Create calculations that span multiple report sources using formulas that reference data from different sheets. This gives you the flexibility to perform aggregations that would be restricted or impossible in Salesforce’s joined report structure.
Step 4. Enable Formula Auto Fill Down for dynamic aggregations.
Turn on Formula Auto Fill Down to automatically extend your aggregation formulas to new data as reports refresh. This ensures your cross-report metrics stay current without manual formula updates.
Step 5. Use Append New Data for historical aggregations.
Enable the Append New Data feature (available in Google Sheets) to maintain historical aggregations and build trend analysis across multiple report sources over time. This preserves historical data when reports refresh, something joined reports can’t provide.
Skip joined reports and aggregate data your way
Complex joined reports with performance issues and object limitations don’t have to constrain your data aggregation needs. Start aggregating data from separate Salesforce reports with the flexibility and performance that joined reports can’t deliver.
