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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.”
Daily Salesforce report downloads create dozens of similar files that clutter your computer and confuse version control. You waste time managing files instead of analyzing data, and your charts break when you switch between different report versions.
Here’s how to update the same Excel file automatically so you always work with current data in a consistent location.
Update existing files automatically using Coefficient
Coefficient transforms the manual download process by updating your existing Excel workbook in place. Instead of creating new Salesforce report files, fresh data flows into the same cells while preserving all your formulas, charts, and formatting.
How to make it work
Step 1. Import your Salesforce report into Excel.
Connect any existing Salesforce report directly to your Excel workbook using Coefficient. The data imports into specific cells that become the permanent location for updates, eliminating the need for separate downloaded files.
Step 2. Configure scheduled refresh timing.
Set up automatic refresh intervals that match your reporting needs. Choose from hourly, daily, or weekly schedules. Updates occur in the background without creating new files or requiring manual downloads.
Step 3. Build analysis on the stable data range.
Create pivot tables, charts, and formulas using the imported Salesforce data. Since updates happen in the same location, all your analysis continues working seamlessly with fresh information after each scheduled refresh.
Step 4. Handle multiple reports in one workbook.
Import several Salesforce reports into different sheets within the same Excel file. Configure synchronized refresh timing so all your reports update together, creating a comprehensive dashboard in a single workbook.
Work with one reliable file instead of dozens
Same-file updates eliminate file proliferation and version confusion while maintaining all your analytical work with current data. Start automating your Salesforce reports to focus on insights instead of file management.
