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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.”
When main customer reports hit row limits, traditional filtering approaches often fail because the export limitation occurs before filtering can reduce the dataset size, creating a catch-22 situation.
You need to filter data to stay under row limits, but can’t access the data to apply filters effectively. Here’s how to filter at the source level.
Apply source-level filtering to bypass row limits using Coefficient
Coefficient solves filtered customer segment export issues by applying filtering logic at the data source level rather than during export processing from Salesforce or Salesforce . This enables targeted customer segmentation without encountering the main report’s row limitations.
How to make it work
Step 1. Apply customer segment filters at the database connection level.
Use Coefficient’s “From Objects & Fields” option to connect to customer objects and apply filters before data import. Set up filters for purchase frequency, order value, or customer status to create specific segments.
Step 2. Use dynamic filter criteria with cell references.
Point filters to cell values so you can adjust customer segments without editing import settings. Change filter criteria in your spreadsheet cells to dynamically modify which customer segments are imported.
Step 3. Set up separate filtered imports for different customer segments.
Create multiple Coefficient imports, each with different filter criteria for distinct customer segments. Import high-value customers, frequent buyers, and new customers as separate filtered datasets.
Step 4. Automate segment updates with scheduled refreshes.
Schedule filtered segment refreshes to maintain current customer groupings. Set up weekly or daily refreshes for each segment to track customer movement and behavior changes.
Transform row limits into targeted segmentation opportunities
This approach transforms row limit constraints into opportunities for more targeted, efficient customer segment analysis with pre-export filtering and scalable segmentation. Start filtering customer segments without row limit restrictions.
