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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 lacks native formulas for cumulative unique counting across time periods because unique value calculations reset for each grouped bucket in reports.
You’ll discover how to build proper cumulative unique count formulas by combining Salesforce data with advanced spreadsheet capabilities that maintain running totals throughout the year.
Build cumulative unique counts using Coefficient
CoefficientSalesforceSalesforcesolves this by importing yourdata into spreadsheets where you can use array formulas thatsimply can’t handle. This lets you track cumulative unique values across any time period without the reset limitations of native reports.
How to make it work
Step 1. Import your Salesforce data with scheduled refreshes.
Use Coefficient to import relevant object data like Accounts, Opportunities, or Tasks. Apply year-to-date date filters and set up automatic daily refreshes to maintain current data. This gives you a live dataset that updates without manual intervention.
Step 2. Create the cumulative unique count formula.
Use this formula:where column A contains dates and column B contains the values to count uniquely. This formula checks if each value appears for the first time up to the current row, creating a true cumulative count.
Step 3. Build advanced array formulas for running totals.
For more sophisticated tracking, use this array formula:. This creates running totals that automatically extend to new rows.
Step 4. Create your year-to-date dashboard.
Build summary tables showing cumulative unique accounts by month or week. Include growth rates and trending analysis. Use Coefficient’s append new data feature to maintain historical tracking while adding new records to your cumulative calculations.
Get true cumulative unique counting
Start buildingThis approach provides the cumulative unique counting capabilities that Salesforce’s grouped reports simply cannot achieve.accurate year-to-date unique count reports today.
