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Salesforce’snative report copying often loses complex filter logic operators like AND/OR combinations, NOT conditions, and nested logic when switching between report formats like tabular, summary, and matrix reports.
Different formats have varying support for complex filtering, and the logic structure may not translate properly. Here’s how to preserve and enhance filter logic operators across all scenarios.
Maintain complex logic structures regardless of display format
CoefficientSalesforcepreserves and enhances filter logic operators by maintaining filtering at the data level, independent of how you choose to display or format your results indata.
How to make it work
Step 1. Set up complete logic preservation.
Coefficient’s filtering supports full AND/OR logic with unlimited nesting, maintaining complex filter structures regardless of how you view the data. Your logic remains intact whether you’re viewing data in tables, pivot tables, or charts.
Step 2. Use advanced operator support.
Beyond basic AND/OR, you can use complex conditions like date ranges, text contains/starts with, numerical comparisons, and null/not null checks. These operators work consistently across all data presentations.
Step 3. Build logic visually.
Create and modify complex filter logic through an intuitive interface that clearly shows the logical structure. For example: “(Account Type = ‘Customer’ AND (Close Date > Today-90 OR Probability > 75%)) OR Owner = ‘John Smith'”.
Step 4. Apply format independence.
Your filter logic remains intact whether you’re viewing data in spreadsheet tables, pivot tables, or charts. The underlying filtering doesn’t change with display format, unlike Salesforce’s format-dependent filtering.
Never lose complex filtering again
Preserve your logicThis eliminates the need to reconstruct complex filtering logic when changing report formats or data presentations.across all data views.
