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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.”
Salesforce reports automatically reset unique value calculations when using groupings, making running totals of unique accounts impossible because each group operates as an independent calculation bucket.
You’ll learn how to extract ungrouped data and build formulas that maintain true running totals across any time period without the reset limitations of native Salesforce reports.
Build running totals without resets using Coefficient
CoefficientSalesforceSalesforceextracts your ungroupeddata into spreadsheets where you can create running totals that maintain historical context. Unlikegrouped reports, this method preserves the full dataset context needed for accurate running calculations.
How to make it work
Step 1. Extract ungrouped account data from Salesforce.
Import Account-related data using Coefficient’s object import feature. Pull fields like Account ID, Account Name, Created Date, and relevant activity dates. Use date filters for your analysis period but avoid any grouping at this stage to maintain the full record context.
Step 2. Create running unique count formulas.
Add a helper column with row numbers, then use this COUNTIFS formula:. This checks if each account appears for the first time up to the current row, creating a foundation for your running total.
Step 3. Build the cumulative running total.
Create another column with this formula:. This maintains a true running count of unique accounts without any group resets, giving you an accurate cumulative total for each row.
Step 4. Add time-based analysis after calculating running totals.
Group your data by week or month using pivot tables after you’ve calculated the running totals. This approach shows both new unique additions per period and cumulative totals. Use Coefficient’s refresh capabilities to update calculations automatically when new data arrives.
Get accurate running totals
Start buildingThis method provides genuine running totals across all time periods with automatic updates as new data arrives.accurate running totals that maintain historical context today.
