Formula for grouping Salesforce records by days since last update in reporting

using Coefficient excel Add-in (500k+ users)

Get the exact formula to group Salesforce records by days since last update with dynamic buckets that automatically recalculate as time passes.

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Native Salesforce reporting can’t handle sophisticated days-since-update calculations. The platform’s formula fields have limitations with TODAY() functions in reports, and bucket fields can’t perform dynamic date arithmetic.

You’ll get the exact formulas to create dynamic groupings that automatically update as days progress, plus the step-by-step process to implement them.

CoefficientCreate dynamic day groupings with

SalesforceSalesforceThe solution uses spreadsheet formula power to calculate precise day differences and create groupings that automatically recategorize records. Import yourdata intospreadsheets where you can build formulas that native Salesforce simply can’t handle.

How to make it work

Step 1. Calculate basic days since update.

Start with this simple formula to get the exact number of days:. This gives you the raw day count that forms the foundation for your groupings.

Step 2. Build your advanced grouping formula.

Use this multi-condition formula to create meaningful business buckets:

Step 3. Import your Salesforce data with Coefficient.

Pull records from any Salesforce object including the LastModifiedDate field. Coefficient’s object import feature gives you access to all the date fields you need for comprehensive aging analysis.

Step 4. Apply formulas with Auto Fill Down.

Enable Formula Auto Fill Down so new records imported during refreshes automatically receive the grouping formulas. This maintains consistent categorization across your entire dataset without manual work.

Step 5. Set up automated refreshes.

Schedule daily refreshes to keep your day calculations current. As time progresses, records automatically move between groupings, giving you real-time aging insights.

Get accurate day-based groupings now

Start using CoefficientDynamic day calculations give you aging analysis that actually reflects current reality, automatically updating as time passes.to build the sophisticated day-based reporting Salesforce can’t provide natively.

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