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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.”
Local CSV uploads disable calculated fields because they’re treated as immutable data sources that can’t support dynamic calculations. This limitation blocks you from adding the analytical power you need to make your data actionable.
Here’s how to enable full calculated field functionality by converting your workflow from static uploads to dynamic connections.
Enable calculated fields with dynamic connections using Coefficient
Coefficient enables calculated fields by converting your workflow from static uploads to dynamic connections. This unlocks the analytical capabilities that CSV uploads simply can’t provide.
How to make it work
Step 1. Move your CSV data to Google Sheets.
Upload your existing CSV file to Google Sheets using File > Import or by dragging the file into a new spreadsheet. This converts your static data into a dynamic source that supports calculated fields.
Step 2. Connect Coefficient to your Google Sheets document.
Install Coefficient and establish a connection to your Salesforce or Salesforce instance. Set up your data import using the Google Sheets document as your source instead of uploading static files.
Step 3. Utilize Formula Auto Fill Down feature.
Place your calculated field formulas in the column immediately to the right of your imported data. Coefficient automatically copies these formulas to new rows during each refresh. This supports most standard formulas including conditional logic, mathematical operations, and lookup functions, but excludes Array-type functions like Arrays, Unique, and Query.
Step 4. Configure automatic updates.
Set up scheduled refreshes so your calculated fields update automatically with new data. Choose from hourly, daily, or weekly intervals. Your formulas will recalculate every time fresh data comes in, maintaining accuracy without manual intervention.
Unlock the analytical power you need
This approach provides full calculated field functionality that updates automatically with your data, eliminating the limitations of static CSV uploads while maintaining spreadsheet-based workflows. Transform your data analysis capabilities today.
