)
Written by
Table of Contents
“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.”
The standard CRMA workflow of exporting to XLS and manually converting to PDF is inefficient and doesn’t handle formatting well. Manual XLS conversion also loses dashboard styling and requires repeated manual effort for updated data.
Here’s a comprehensive automated workaround that eliminates manual XLS conversion entirely while preserving formatting and handling multiple pages.
Automate multi-page table exports without manual conversion using Coefficient
Coefficient provides a comprehensive automated workaround that eliminates manual XLS conversion entirely. It automatically imports complete datasets from Salesforce objects that populate your CRMA dashboard tables, recreates dashboard table formatting directly in Google Sheets/Excel, and uses spreadsheet applications’ built-in PDF generation with scheduled automation through Salesforce integration.
How to make it work
Step 1. Set up automated data import and formatting.
Configure Coefficient to import the same data sources as your CRMA table using “Import from Objects & Fields.” Create a formatted Google Sheets or Excel template that matches your dashboard layout with proper column headers, sorting, and grouping.
Step 2. Configure automatic refresh and formula extension.
Set up hourly, daily, or weekly automatic data updates using Coefficient’s scheduling features. Use the Formula Auto Fill Down feature to automatically extend calculations to new rows, ensuring formulas apply to all imported data without manual intervention.
Step 3. Implement automated PDF generation and distribution.
Use Google Apps Script or Excel macros to automatically generate PDFs when data refreshes. Set up conditional formatting to highlight changes, configure multiple export formats simultaneously, and automatically email updated PDFs to stakeholders.
Achieve complete automation from data refresh to PDF generation
This automated workaround completely eliminates the need for manual XLS conversion while providing superior multi-page table export capabilities with preserved formatting and real-time updates. Start with Coefficient to handle increasing data volumes without additional manual effort and get scalable dashboard exports.
