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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.”
SalesforceYes, you can merge different chart formats like bars and single values in one report, butdashboard constraints include predefined component types, rigid grid layouts, and isolation between dashboard components that prevents cohesive reporting views.
Here’s how to create integrated reports that merge different visualization types with complete layout flexibility and real-time data synchronization.
Enable flexible chart format integration using Coefficient
CoefficientSalesforceenables flexible chart format combination by providing livedata to your spreadsheet, where you can create integrated reports that merge different visualization types – overcoming Salesforce’s rigid dashboard limitations with complete customization control.
How to make it work
Step 1. Set up your integrated data foundation.
Import relevant Salesforce data using reports, objects, or custom SOQL queries through Coefficient. Use filtering to segment data for different visualization needs and apply scheduled refreshes to maintain data currency across all chart types.
Step 2. Create your chart format combinations.
Build bar charts with KPI cards for sales performance with quota achievement percentages, combine line trends with summary values for pipeline progression, merge pie charts with detail tables for market share with supporting breakdowns, and add gauge charts with historical bars for current vs past performance.
Step 3. Design flexible layout positioning.
Use custom positioning to place single-value displays above, beside, or overlaid on charts. Create visual hierarchy with font sizes, colors, and borders for clear information flow, and arrange elements to maintain readability across different screen sizes.
Step 4. Implement synchronized data features.
Set up real-time sync so all chart formats update simultaneously from live Salesforce data, apply dynamic filtering that affects both charts and single values, and create calculated metrics that derive from chart data sources.
Step 5. Add cross-reference capabilities.
Link single values to chart data points for drill-down analysis and create computed single values that update automatically when chart data changes using Coefficient’s Formula Auto Fill Down feature.
Create executive-friendly reports with strategic overview and detail
Start mergingPosition single-value KPIs prominently at the top with supporting bar charts below showing components and trends – creating executive-friendly reports that combine strategic overview with operational detail.your chart formats today.
