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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 Analytics global filters are architecturally designed for AND operations only, making OR logic between date fields impossible through the standard interface. You’re stuck with rigid filtering that doesn’t match how your business actually thinks about opportunity data.
Here’s how to implement true OR logic at the data source level using custom SOQL modifications.
Implement flexible OR logic using Coefficient
Coefficient excels at SOQL query modifications and provides a robust workaround for global date filter limitations through its custom SOQL query feature. Unlike Salesforce Analytics’ rigid global filter structure, Coefficient’s approach allows true OR logic implementation at the data source level, providing more flexible and maintainable filtering solutions for Salesforce data.
How to make it work
Step 1. Create your custom SOQL query with OR logic.
Replace standard Salesforce Analytics data sources with Coefficient’s custom SOQL import. Use this structure: `SELECT Id, Name, Ask_Date__c, Estimated_to_Close_Date__c, Amount, StageName FROM Opportunity WHERE (Ask_Date__c >= :startDate OR Estimated_to_Close_Date__c >= :startDate) AND (Ask_Date__c <= :endDate OR Estimated_to_Close_Date__c <= :endDate)`. This gives you true OR logic that global filters simply can't provide.
Step 2. Set up dynamic filtering with parameters.
Use Coefficient’s dynamic filters feature to point date parameters to specific cells in your spreadsheet. Users can change filter values without editing the query, making your OR logic both powerful and user-friendly.
Step 3. Create multiple data views for different scenarios.
Build separate imports for different date logic scenarios, each with optimized SOQL queries for specific business needs. This gives you the flexibility to handle various OR logic requirements without complex widget-level customizations.
Build the filtering logic your business needs
This approach provides true OR logic functionality that updates automatically and doesn’t require SAQL expertise or complex widget maintenance. You get flexible, maintainable filtering that actually matches your business logic. Get started with custom SOQL queries that work the way you think.
