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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.”
Salesforce dashboards can’t natively support Google Analytics-style date pickers, leaving you stuck with rigid, pre-configured date filter options instead of the flexible calendar interface you need.
Here’s how to bring that intuitive date picker functionality to your Salesforce data through a simple workaround that delivers exactly what you’re looking for.
Create Google Analytics-style date pickers using Coefficient
Coefficient bridges this gap by bringing Salesforce data into Google Sheets, which inherently provides the exact date picker functionality you’re seeking. You get the calendar interface you want with all your Salesforce data.
How to make it work
Step 1. Import your Salesforce data into Google Sheets.
Use Coefficient to import your Salesforce reports, objects, or custom SOQL queries into Google Sheets. This includes any data you currently view in Salesforce dashboards, maintaining all fields and relationships you need for analysis.
Step 2. Set up native calendar interface controls.
Google Sheets automatically provides calendar pickers when you select date cells. Create dedicated date range cells (Start Date, End Date) that serve as your filter controls. These work exactly like Google Analytics date pickers – click and select from a visual calendar.
Step 3. Configure dynamic data filtering.
Set up Coefficient’s dynamic filters to reference these date picker cells. As you select new date ranges using the calendar interface, your Salesforce data automatically filters without editing import settings. The filtering happens instantly, just like in Google Analytics.
Step 4. Build enhanced visualizations.
Create charts, pivot tables, and summary metrics that mirror your Salesforce dashboard functionality but with superior interactivity. Users can click and drag to select date ranges, providing more flexible filtering options than Salesforce’s native dashboard capabilities.
Step 5. Automate data refresh.
Schedule data updates to maintain current information while preserving the interactive date selection experience. Set up hourly, daily, or weekly refreshes to keep your Google Analytics-style dashboard current with fresh Salesforce data.
Get the date picker experience you want
The result is a dashboard that not only replicates Google Analytics’ intuitive date picker interface but also provides more flexible filtering options than Salesforce’s native capabilities. Start building your interactive date picker dashboard today.
