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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.”
CRM Analytics strips away grouping hierarchies when you export Compare Tables to Excel, converting your organized data into flat rows. This happens because the export engine treats grouped data as individual records rather than maintaining the visual structure.
Here’s how to recreate your Compare Table data with preserved grouping using a direct connection approach.
Bypass CRM Analytics exports entirely using Coefficient
Instead of fighting with CRM Analytics export limitations, Coefficient lets you recreate your Compare Table data directly in Excel using live Salesforce connections. You’ll import from the same objects that feed your Compare Table, then apply native Excel grouping that actually sticks.
How to make it work
Step 1. Connect to your Salesforce data sources.
Open Excel and use Coefficient’s “From Objects & Fields” feature to import from the same Salesforce objects that feed your CRM Analytics Compare Table. This typically includes Accounts, Opportunities, or other standard objects depending on your analysis.
Step 2. Apply the same filtering criteria.
Use Coefficient’s dynamic filtering to match the filters from your CRM Analytics Compare Table. You can set up AND/OR logic for complex filtering and even point filters to cell values for flexible criteria that update automatically.
Step 3. Create native Excel grouping.
Apply Excel’s built-in grouping and pivot table functionality to recreate your Compare Table structure. Since this grouping happens within Excel itself, it’s maintained permanently and won’t disappear when you save or share the file.
Step 4. Set up automatic refresh schedules.
Configure Coefficient to refresh your data hourly, daily, or weekly. This keeps your grouped analysis current without manual exports from CRM Analytics, and the grouping structure remains intact through every refresh.
Keep your data current and properly organized
This approach eliminates the frustration of losing grouping structure while providing more flexible analysis options than CRM Analytics exports. Try Coefficient to maintain your data hierarchy exactly how you need it.
