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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.”
SalesforceYou can importmatrix reports to Google Sheets and reconstruct the matrix-style groupings using pivot tables and advanced Google Sheets features that often provide superior analysis capabilities.
Here’s how to handle matrix report data structure translation and rebuild cross-tabulated visualizations with enhanced functionality.
Matrix report import and reconstruction using Coefficient
Coefficientimports Salesforce matrix reports as flattened row-based data while preserving grouping fields as separate columns, enabling you to reconstruct matrix-style visualizations with greater flexibility than native Salesforce matrix reports.
How to make it work
Step 1. Import matrix report data with grouping field preservation.
Coefficient imports matrix reports as individual records with row and column grouping criteria from the original matrix report becoming filterable and sortable columns in Google Sheets. Subtotals and grand totals from matrix reports are included as separate records in the import.
Step 2. Reconstruct matrix-style visualization using Google Sheets tools.
Use imported data to recreate matrix-style groupings with Google Sheets pivot tables, which often provide more flexibility than the original Salesforce matrix. Build summary tables referencing the imported flattened data, and apply conditional formatting to highlight group boundaries and summary rows.
Step 3. Create enhanced cross-tabulated analysis.
Use QUERY functions in Google Sheets to rebuild cross-tabulated views with dynamic filtering capabilities. Generate matrix-style visualizations using Google Sheets charting tools that allow for interactive exploration. Apply filters to recreate different matrix report drill-down views dynamically.
Step 4. Implement advanced tracking and comparison features.
Use Coefficient’s Snapshot feature to track matrix report changes over time for trend analysis. Import summary and detail versions of the same matrix report to separate sheets for comprehensive analysis. Add custom formulas and metrics not available in Salesforce matrix reports.
Enhance your matrix reporting capabilities
Start improvingWhile the initial import flattens the matrix structure, Google Sheets provides superior tools for reconstructing and enhancing matrix-style analysis with greater flexibility, interactivity, and calculation capabilities than native Salesforce matrix reports.your matrix reporting today.
