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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.”
SalesforceMigrating complex filter criteria from tabular to matrix reports inoften results in lost or incompatible filters because matrix reports have different field grouping requirements and may not support the same filter combinations.
Matrix reports also have limitations on which fields can be used for filtering versus grouping. Here’s how to eliminate the need for format-specific filter migration entirely.
Use format-independent filtering
CoefficientSalesforceeliminates the need for format-specific filter migration by providing format-agnostic filtering that works the same regardless of how you want to view or analyze yourdata.
How to make it work
Step 1. Apply format-agnostic filtering.
Use the same complex filter criteria regardless of how you want to view or analyze the data. Your filtering works consistently whether you create spreadsheet tables, pivot tables, or charts from the same dataset.
Step 2. Preserve filter complexity.
Maintain sophisticated filter logic with multiple conditions, date ranges, and cross-object criteria without worrying about display format limitations. For example: “Created Date = Last Quarter AND Account Type = Customer AND (Stage = Closed Won OR Probability > 90%)”.
Step 3. Create flexible data presentation.
After importing filtered data, create any type of analysis presentation (equivalent to tabular, matrix, or summary views) using spreadsheet functionality. The underlying data and filtering remain unchanged.
Step 4. Eliminate migration requirements.
Instead of migrating filters between report types, import your data once with comprehensive filtering, then create multiple views and analyses from the same dataset. This saves time and prevents filter loss.
One filter setup, unlimited presentation options
Start buildingYou can maintain exact filtering logic while creating matrix-style pivot table analyses, summary statistics, or any other data presentation format within your spreadsheet environment.format-independent filters today.
