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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.”
HubSpotCreating dynamic filters in Power Query fordata requires complex parameter setup, M code functions, and understanding HubSpot’s filter syntax. Managing multiple filter conditions and dynamic date ranges becomes particularly challenging with traditional Power Query approaches.
Here’s how to create flexible, dynamic HubSpot filters without Power Query parameters or M code complexity.
Create dynamic HubSpot filters without Power Query parameters using Coefficient
Coefficientprovides superior dynamic filtering capabilities through its Dynamic Filtering feature, which allows you to point filter values to specific spreadsheet cells. This approach offers much more flexibility and user-friendliness compared to Power Query parameters.
How to make it work
Step 1. Set up your HubSpot data import with initial filters.
Connect your HubSpot account and configure your data import with the objects and fields you need. Apply initial filter conditions using Coefficient’s intuitive filtering interface.
Step 2. Configure dynamic filter references.
Instead of hardcoding filter values, point your filter criteria to specific spreadsheet cells. This allows you to change filter conditions by simply updating cell values rather than modifying complex M code or parameters.
Step 3. Use advanced filter logic with multiple conditions.
Apply up to 25 filters with AND/OR logic across 5 filter groups. Create complex filtering scenarios like date ranges, multiple status conditions, or custom property combinations without writing any code.
Step 4. Update filters by changing cell values.
Modify your filter criteria by updating the referenced spreadsheet cells. When you refresh your data import, Coefficient automatically applies the new filter values, making it easy for non-technical users to adjust filtering criteria.
Step 5. Schedule automatic refreshes with dynamic filters.
Set up scheduled imports that automatically apply your dynamic filter criteria. As your filter cell values change, scheduled refreshes will use the updated criteria without requiring manual intervention.
Filter HubSpot data with maximum flexibility
Start usingStop struggling with complex Power Query parameters and M code functions. Coefficient’s dynamic filtering provides intuitive, cell-based filter control that’s accessible to any Excel user.dynamic HubSpot filters today.
