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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.”
CRM Analytics Compare Tables lose their visual grouping structure during export, converting organized grouped data into flat, individual rows. The Compare Table’s grouping is a display feature that doesn’t persist through the export process, treating grouping as visualization rather than data structure.
Here’s how to recreate your Compare Table structure with preserved grouping that actually works in Excel.
Recreate Compare Table structure with persistent grouping using Coefficient
Coefficient enables you to recreate your Compare Table structure by importing the same Salesforce data that feeds your Compare Table. You’ll apply comparison logic using Excel’s native functionality, which maintains grouping permanently unlike CRM Analytics exports.
How to make it work
Step 1. Import your Compare Table data sources.
Use Coefficient’s “From Objects & Fields” to select identical fields from your Compare Table’s source objects. This gives you access to the same data that CRM Analytics uses for comparison analysis.
Step 2. Apply matching filtering criteria.
Set up the same filtering criteria using Coefficient’s dynamic filtering feature. You can create complex AND/OR logic that matches your CRM Analytics filters exactly.
Step 3. Create grouped comparisons using Excel functionality.
Build grouped comparisons using Excel’s built-in grouping or pivot table functionality. Apply conditional formatting to highlight comparison insights and create side-by-side analysis views.
Step 4. Implement comparison logic and calculations.
Use Excel formulas to recreate the comparison calculations from your CRM Analytics Compare Table. Set up percentage differences, variance calculations, and other comparison metrics that update automatically.
Step 5. Schedule automated data refresh.
Configure regular data updates to maintain current comparison data without manual exports. Your grouped comparison structure stays intact through every refresh.
Get comparison analysis that preserves your data structure
This approach completely eliminates the flat rows problem while providing more flexible comparison analysis capabilities than CRM Analytics Compare Tables. Start building comparison analyses that maintain proper grouping structure permanently.
