What formula structure allows merged Salesforce fields to be counted separately in charts

using Coefficient google-sheets Add-in (500k+ users)

Discover the specific formula structures needed to parse merged Salesforce fields into separately countable components for accurate chart visualization.

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Salesforce lacks formula capabilities to parse merged fields for separate counting in charts, as concatenated values are treated as atomic strings during aggregation.

Here are the specific formula structures that work with your imported Salesforce data to enable separate component counting.

Use Google Sheets formula patterns with imported Salesforce data

Coefficient imports your Salesforce merged field data into Google Sheets where you can apply these parsing formula structures to create separately countable components.

How to make it work

Step 1. Import your merged field data from Salesforce.

Connect Coefficient to pull in your Salesforce reports or objects containing concatenated field values. This gives you the source data to work with in Google Sheets.

Step 2. Apply basic splitting formulas.

Useto create separate columns for each component. Addto remove extra spaces around the separated values.

Step 3. Implement dynamic component extraction.

For a single column of all components, use. To get unique components only, try.

Step 4. Build counting structures.

Count occurrences of specific components with. For a complete frequency table, use.

Step 5. Enable automatic processing.

Turn on Formula Auto Fill Down so your parsing formulas automatically apply to new records during Coefficient’s scheduled refreshes. This keeps your component counting current as Salesforce data changes.

Transform merged fields into chartable components

These formula structures convert Salesforce’s single-value merged fields into separately countable components that update automatically with your data. Get started with Coefficient to implement the parsing formulas that native Salesforce reporting can’t provide.

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