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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 Table Widget exports show ungrouped data because the export functionality extracts raw data records rather than preserving the visual presentation layer. When you see grouped data in the widget, that grouping is just a display feature that doesn’t translate to the underlying data structure.
Here’s how to bypass this limitation and maintain your data grouping structure in Excel.
Connect directly to Salesforce data sources using Coefficient
Rather than struggling with CRM Analytics export limitations, Coefficient enables you to connect directly to your Salesforce data sources. You’ll import the same fields displayed in your Table Widget while applying custom grouping and formatting that actually persists.
How to make it work
Step 1. Connect to your Salesforce objects.
Use Coefficient to import from the same Salesforce objects that feed your Table Widget. This gives you access to all the fields displayed in your widget plus any additional fields you might need for analysis.
Step 2. Apply matching filter criteria.
Set up filters in Coefficient that mirror your CRM Analytics criteria. You can use dynamic filtering to reference cell values, making your filters flexible and easy to update.
Step 3. Create persistent grouping in Excel.
Apply Excel’s native grouping and formatting features to organize your data. Since this grouping happens within Excel itself, it’s preserved indefinitely and won’t disappear like CRM Analytics exports.
Step 4. Set up live data connections.
Configure automatic refresh schedules to maintain real-time accuracy without manual export processes. Your grouping and formatting remain intact through every data update.
Maintain control over your data presentation
This approach bypasses the export limitation entirely while providing more control over data presentation than CRM Analytics widgets allow. Get started with data connections that preserve your formatting exactly how you need it.
