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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.”
Lightning dashboards cannot display collapsed and expanded report groups dynamically. Dashboard components render reports as static, flattened views without the interactive expand/collapse functionality available in original report interfaces.
Here’s how to recreate dynamic grouping with enhanced interactive capabilities that exceed native Salesforce report functionality.
Create interactive expand/collapse groupings using Coefficient
Coefficient provides an excellent solution by recreating report groupings in spreadsheet environments that natively support dynamic expand/collapse functionality from your Salesforce or Salesforce reports.
How to make it work
Step 1. Import grouped reports using “From Existing Report”
Connect to Salesforce through Coefficient and import your grouped reports. The data imports with all grouping information and detail records intact, preserving the structure needed for dynamic interaction.
Step 2. Apply spreadsheet outlining features for native expand/collapse
Use spreadsheet outlining and grouping features that provide native expand/collapse functionality. Create interactive pivot tables with built-in group expansion controls that users can manipulate independently.
Step 3. Set up multi-level expansion with selective viewing
Configure users to expand/collapse individual group levels independently and show only specific groups while keeping others collapsed. Add visual indicators showing which groups contain collapsed data.
Step 4. Enable dynamic calculations and filtering
Set up subtotals that automatically adjust based on expanded view and interactive filtering by group criteria while maintaining expand/collapse state. Use Formula Auto Fill Down to maintain calculations across group level changes.
Get the interactive group visualization Lightning dashboards can’t provide
This approach delivers dynamic group visualization with enhanced functionality beyond native Salesforce reports, including scheduled refresh that maintains functionality and sharing capabilities for multiple user interaction. Start building the interactive grouped displays your team needs for effective analysis.
