)
Written by
Table of Contents
“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’s native charting treats concatenated strings as single entities, creating visualization gaps when you need to analyze individual components within merged fields.
Here’s how to build charts that count each component separately while maintaining live connections to your Salesforce data.
Enable component-level charting through Google Sheets integration
Coefficient connects your Salesforce data to Google Sheets where you can disaggregate merged fields and create component-specific visualizations.
How to make it work
Step 1. Import your source data with merged fields.
Connect Coefficient to your Salesforce report or object containing the concatenated values. This establishes a live data connection that will keep your analysis current.
Step 2. Create parsing columns to separate components.
Add columns usingto separate concatenated values. Adjust the delimiter as needed – use commas, semicolons, or other separators based on your data format.
Step 3. Flatten your data structure for analysis.
Usecombined with array formulas to create individual rows for each component. For a master list across your entire dataset, try.
Step 4. Enable automatic formula application.
Turn on Coefficient’s Formula Auto Fill Down feature so your parsing formulas automatically apply to new records during scheduled refreshes. This keeps your component analysis current without manual updates.
Step 5. Build component-specific charts.
Create bar charts, pie charts, or other visualizations using the parsed individual values. Build pivot tables that count the frequency of each unique component across your dataset.
Visualize both merged fields and individual components
This approach lets you maintain live Salesforce connections while providing spreadsheet-level text manipulation capabilities. Get started with Coefficient to create the component-level charts that Salesforce’s native reporting can’t deliver.
