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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.”
You can export Salesforce dashboard data to Excel and recreate charts with native formatting by using automated data imports that maintain live connections to your Salesforce objects.
This method provides more reliable chart updates than Salesforce’s limited native export options while giving you full control over chart formatting in Excel.
Export Salesforce data with automated chart support using Coefficient
Coefficientprovides robust Salesforce connectivity that automates the data extraction process behind your dashboard charts. Instead of static exports, you get live data feeds that keep your Excel charts current with minimal manual work.
The advantage over Salesforce’s native exports is continuous data refresh and the ability to apply complex filters that match your dashboard parameters exactly.
How to make it work
Step 1. Identify your dashboard’s underlying Salesforce objects.
Determine which Salesforce reports, objects, and fields power your dashboard charts. Note any filters or date ranges applied in the dashboard so you can replicate them in your Excel import.
Step 2. Connect to Salesforce and configure your data import.
Use Coefficient to import from the relevant Salesforce objects with custom field selection. Apply up to 25 filters with AND/OR logic to match your dashboard parameters exactly.
Step 3. Set up dynamic filtering for flexible data criteria.
Point filter values to specific spreadsheet cells so you can easily adjust date ranges, territories, or other criteria without reconfiguring the entire import. This mirrors the flexibility of dashboard filters.
Step 4. Schedule automated data refreshes.
Configure hourly or daily refreshes to ensure your Excel data stays synchronized with Salesforce. This eliminates the need for repeated manual exports from your dashboard.
Step 5. Create Excel charts referencing the imported data ranges.
Build your charts using Excel’s native tools, ensuring they reference the Coefficient-managed data ranges. While you’ll recreate the formatting initially, the charts will automatically update with fresh Salesforce data.
Step 6. Configure alerts for important data changes.
Set up notifications when data updates or when key metrics cross threshold values. This provides proactive insights that go beyond what standard Salesforce dashboards offer.
Transform your Salesforce reporting workflow
Start buildingThis approach gives you automated Salesforce dashboard data in Excel with full chart formatting control and reliable refresh capabilities.your automated Salesforce-to-Excel workflow today.
