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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.”
Salesforce dashboard filters are limited to single report sources and don’t provide dynamic filtering across multiple reports simultaneously, restricting your ability to create interactive multi-source dashboards.
Here’s how to create flexible, cell-based filtering that works across multiple imported report sources for truly dynamic dashboard experiences.
Set up cell-based dynamic filtering across multiple report sources using Coefficient
Coefficient’s dynamic filtering capabilities solve Salesforce’s single-source limitation by enabling flexible, cell-based filtering across multiple imported report sources. This provides dashboard interactivity that goes beyond Salesforce’s native capabilities.
How to make it work
Step 1. Import multiple report sources into your workbook.
Use Coefficient’s import methods to bring in all the Salesforce reports you want to filter dynamically. Place each report on separate sheets within the same workbook for centralized filter management.
Step 2. Create master filter cells.
Set up dedicated cells that will contain your filter criteria. For example, create a master date range cell, a territory filter cell, or a product category cell that will control filtering across all your imported reports.
Step 3. Configure dynamic filters pointing to cell values.
Set up dynamic filters for each imported report that point to your master filter cells. Coefficient supports AND/OR logic for complex filtering across Number, Text, Date, Boolean, and Picklist fields with real-time updates.
Step 4. Apply consistent filter criteria across multiple reports.
Configure all your imported Salesforce reports (Pipeline, Leads, Campaigns, etc.) to filter based on the same master cell values. When you change criteria in the master cells, all reports automatically update to show data for the new parameters.
Step 5. Test dynamic filter interactions.
Change values in your master filter cells to verify that all imported reports update simultaneously. This creates truly interactive dashboards where users can explore data across multiple report sources with single filter changes.
Create interactive multi-source dashboard experiences
Single-source filtering doesn’t have to limit your dashboard interactivity. Start building dynamic filters that work across multiple Salesforce report sources for dashboard experiences native Salesforce can’t deliver.
