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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.”
Matrix reports are the most challenging export scenario in Apex development, requiring complex JSON parsing, cross-tab formatting logic, and memory-intensive processing that often hits governor limits.
Here’s how to export matrix reports to Excel with preserved groupings, summaries, and pivot table formatting without any custom development.
Export complex matrix reports to Excel using Coefficient
Coefficient handles matrix report complexity seamlessly, preserving all row and column groupings, summary calculations, and grand totals exactly as configured in your Salesforce reports. The nested JSON structure that makes Apex development so difficult becomes a simple import process.
How to make it work
Step 1. Select your matrix report using “From Existing Report”.
Connect to your Salesforce org and choose any matrix report. Coefficient automatically imports the complete structure including unlimited row and column grouping levels, something that requires extensive custom logic in Apex.
Step 2. Preserve all groupings and summary calculations.
All COUNT, SUM, AVERAGE, MIN, and MAX fields import automatically with their proper positioning and formatting. Subtotals and grand totals maintain their hierarchical structure, converting to Excel-native pivot table format when beneficial.
Step 3. Apply dynamic filtering across all matrix dimensions.
Use AND/OR logic to filter matrix reports across multiple grouping levels. Point filters to cell values for real-time adjustments without rebuilding the import, something impossible with static Apex batch jobs.
Step 4. Schedule automated matrix report updates.
Set up refresh schedules from hourly to monthly without complex batch processing. The system handles parallel processing for complex calculations efficiently, with built-in error handling and retry logic that eliminates manual intervention.
Transform the most complex export scenario into simple automation
This approach converts the most technically challenging Salesforce export into reliable automation without custom development or governor limit concerns. Start exporting your matrix reports to Excel today.
