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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.”
When Salesforce summary field filtering isn’t available, you need alternative methods that can handle aggregation-then-filter workflows while maintaining live connectivity to your org data.
Here’s a comparison of available methods and why external processing provides the most practical solution for business users.
Use external processing for superior aggregated data filtering using Coefficient
CoefficientSalesforceSalesforceWhile custom SOQL with HAVING clauses requires Developer Console access and formula field workarounds have governor limits,provides the most practical method for filtering aggregateddata. It maintains live connectivity while enabling business users to handle any aggregation scenario without technical expertise orlimitations.
How to make it work
Step 1. Extract raw data with live connections.
Import timecard and employee data using Coefficient to maintain real-time sync without hitting API limits. This provides the foundation for flexible analysis that native Salesforce reporting cannot deliver.
Step 2. Create flexible aggregations.
Build pivot tables or SUMIFS formulas for any aggregation type (sum, average, count, min, max):. This handles complex date range calculations and multi-dimensional analysis that formula fields cannot support.
Step 3. Apply advanced filtering logic.
Filter on calculated totals using conditional formatting for visual identification. Support multiple aggregation types and complex filtering scenarios like department AND hour threshold combinations.
Step 4. Automate the entire process.
Schedule regular data updates and filtering with automated refresh capabilities. Create historical trend analysis across time periods and set up alerts for threshold violations.
Transform limitations into comprehensive analysis capabilities
Start filteringThis method provides the aggregated field filtering that Salesforce reporting cannot deliver natively while supporting scalable data processing without governor limits.your aggregated Salesforce data today.
