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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.”
SalesforceWhileformula logic doesn’t translate directly to Google Sheets, you can import summary reports with calculated values and recreate enhanced calculations using Google Sheets’ superior formula capabilities.
Here’s how to preserve calculated functionality while often achieving better results than native Salesforce summary reports.
Summary report import with calculation recreation using Coefficient
Coefficientimports Salesforce summary reports including calculated results from formula fields as static values, while providing tools to recreate and enhance calculations using Google Sheets’ more powerful formula capabilities.
How to make it work
Step 1. Import summary report data with preserved calculations.
Import calculated values from Salesforce formula fields as static values, while summary calculations like subtotals and totals import as separate records. Grouping from summary reports becomes filterable columns in Google Sheets, providing the foundation for rebuilding calculations.
Step 2. Recreate and enhance calculations in Google Sheets.
Build equivalent formulas using Google Sheets syntax that often provides more advanced mathematical and statistical functions than Salesforce. Use Formula Auto Fill Down to automatically copy Google Sheets formulas to new rows during refresh, maintaining calculations as data updates.
Step 3. Implement hybrid calculation approach for complex business logic.
Maintain Salesforce formulas for complex business logic while adding Google Sheets calculations for external analysis. Use custom SOQL queries through Coefficient to include specific calculated fields, and import related object data to recreate cross-object calculations in Google Sheets.
Step 4. Create enhanced analysis capabilities.
Combine Salesforce data with external data sources in calculations for comprehensive analysis. Build dynamic calculations that recalculate automatically when underlying data refreshes, and create stakeholder-accessible formulas that external users can understand and modify more easily than Salesforce formulas.
Enhance your calculated reporting capabilities
Start buildingWhile direct formula translation isn’t possible, this approach often results in more powerful and flexible calculated reporting than native Salesforce summary reports, with enhanced functionality and external accessibility.your enhanced calculated reports today.
