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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.”
VBA macros break every time you download a new Salesforce report file. You spend time copying code between workbooks and troubleshooting compatibility issues just to keep your pivot tables working.
Here’s how to build pivot tables that update automatically from live Salesforce data without writing or managing any macros.
Build persistent pivot tables with live Salesforce connections using Coefficient
Coefficient eliminates VBA macro headaches by creating a stable connection between Salesforce and Excel. Your pivot tables work with the same data range every time, automatically incorporating fresh information during scheduled updates.
How to make it work
Step 1. Import your Salesforce report directly into Excel.
Use Coefficient to pull any existing Salesforce report into your Excel workbook. The data lands in a consistent range that won’t change location with updates, unlike manual CSV imports that create new files.
Step 2. Build your pivot tables on the imported data.
Create pivot tables using the Salesforce data range as your source. Since the data updates in place rather than creating new files, your pivot table source references stay consistent across all refreshes.
Step 3. Schedule daily data refresh.
Configure automatic daily updates to pull fresh Salesforce information. Your pivot tables automatically reflect new data after each refresh without any macro execution or manual intervention.
Step 4. Maintain your dashboard structure.
Your pivot table layouts, calculations, and formatting remain intact across data refreshes. New Salesforce fields automatically appear when you edit the import settings, and historical data flows seamlessly into your existing analysis.
Build reliable pivot tables without macro maintenance
Live Salesforce connections transform unreliable macro-dependent pivot tables into robust, self-updating dashboards. Start building pivot tables that work consistently without daily code management or compatibility issues.
