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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.”
Excel pivot tables break when you download new CSV files from Salesforce because the data source changes every time. You need a stable connection that updates the same data range automatically.
Here’s how to create pivot tables that refresh with live Salesforce data without writing a single line of VBA code.
Build self-updating pivot tables with stable data sources using Coefficient
Coefficient imports Salesforce reports directly into consistent Excel ranges that pivot tables can reliably reference. Unlike CSV downloads that create new data sources daily, your pivot tables maintain their connection and update automatically when the underlying data refreshes.
How to make it work
Step 1. Import your Salesforce report using Coefficient.
Install the Coefficient add-in and connect to your Salesforce org. Select “From Existing Report” and choose any report from your org. The data imports into a specific Excel range that stays consistent across refreshes.
Step 2. Create your Excel pivot table.
Build your pivot table using the imported data range as the source. Since Coefficient refreshes data in place, your pivot table maintains its connection to the same cell range every time new data arrives.
Step 3. Schedule daily data refreshes.
Configure automatic daily refreshes at your preferred time through the Coefficient sidebar. Set your timezone and choose whether you want hourly, daily, or weekly updates based on your reporting needs.
Step 4. Let Formula Auto Fill Down handle new rows.
If you have calculated columns next to your imported data, Coefficient’s Formula Auto Fill Down feature automatically extends these formulas to new rows, keeping your pivot table functionality intact even when row counts change.
Eliminate macro headaches with native Excel integration
Live Salesforce connections remove the need for VBA macros, security concerns, and compatibility issues. Your pivot tables stay connected to fresh data automatically, and you can focus on analysis instead of file management. Start building your first live pivot table connection today.
