What are alternatives to Lightning Table for showing grouped data in dashboards

using Coefficient excel Add-in (500k+ users)

Lightning Table flattens grouped data and loses hierarchy. Discover superior alternatives that preserve group structure with interactive functionality.

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Lightning Table is severely limited for grouped data display. It only shows aggregated totals without preserving group hierarchy, loses interactive functionality, and cannot display the multi-level structure that makes grouped reports valuable.

Here are superior alternatives that address all Lightning Table limitations while providing enhanced analytical capabilities for grouped data.

Replace Lightning Table with interactive spreadsheet solutions using Coefficient

Coefficient provides a superior alternative platform that addresses all Lightning Table limitations for grouped data display from your Salesforce or Salesforce reports.

How to make it work

Step 1. Import grouped data to create interactive pivot tables

Use Coefficient to import grouped Salesforce data and create pivot tables with full expand/collapse functionality. Support multiple grouping levels with drill-down capabilities and enable dynamic field addition/removal without rebuilding reports.

Step 2. Build structured data tables with maintained hierarchy

Display complete grouped data with maintained hierarchy and formatting. Show all detail records within collapsible group sections and apply conditional formatting for visual group distinction while sorting and filtering within groups.

Step 3. Create dynamic dashboard sheets with multiple perspectives

Build interactive dashboards combining charts, tables, and group summaries. Link group performance visualizations to underlying detail data and create multiple view perspectives on the same grouped data.

Step 4. Set up automation and advanced calculations

Configure Formula Auto Fill Down for custom group metrics and scheduled refresh to keep grouped displays current without manual intervention. Use Snapshots to preserve group performance over time and set up export capabilities to push analyzed data back to Salesforce.

Eliminate Lightning Table limitations with enhanced grouped data visualization

This spreadsheet-based approach provides complete data access with all fields and records, advanced calculations, and automated updates while maintaining live connection to Salesforce with superior collaboration capabilities. Start building the grouped data solutions that actually work for your analysis needs.

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