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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.”
You can automatically shift date columns forward each month using dynamic data imports and scheduled refreshes that eliminate the need for manual date range adjustments in reporting dashboards.
This approach creates truly auto-updating date columns that replace static month labels with formula-driven rolling date columns, providing consistent automated updates across all reporting periods.
Create sliding window dates using Coefficient
CoefficientSalesforceSalesforceprovides a comprehensive solution for automated date columns that addressesdashboard limitations with sliding window dates. Nativedashboard components use static date ranges and don’t support automated date columns, but this solution enables seamless dashboard updates.
How to make it work
Step 1. Build dynamic date range calculations.
Create formulas that automatically calculate shifting date ranges using functions liketo define rolling month boundaries. Set up dynamic column labels that reference these calculated dates, so headers update automatically based on the current date.
Step 2. Configure automated data refresh.
Set up Coefficient imports with dynamic filters pointing to your date calculations. Schedule automatic refreshes (daily or weekly) to shift data windows forward and use Coefficient’s dynamic filtering to automatically adjust data pulls each period without manual intervention.
Step 3. Enable seamless dashboard updates.
Configure the system so data and headers update automatically without manual intervention. Rolling forecast columns maintain consistent time horizons, and the sliding 3-month window columns refresh monthly, eliminating manual date range adjustments in dashboard components.
Build your automated reporting system
Get startedAutomated date columns eliminate monthly maintenance tasks and ensure consistent forward-looking views without hardcoding specific dates.with dynamic reporting that adapts automatically to current periods.
