)
Written by
Table of Contents
“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 dashboards cannot display report groupings with row-level data. Dashboard components are designed for summary visualization only, where Lightning Table components aggregate grouped data and completely hide individual row details.
Here’s how to preserve complete grouped reports with all row-level data while maintaining group organization and live connectivity.
Import complete grouped data with all row-level records using Coefficient
Coefficient provides an ideal solution by importing complete grouped reports with all row-level data preserved while maintaining group organization from your Salesforce or Salesforce reports.
How to make it work
Step 1. Import grouped reports with all row-level records intact
Use “From Existing Report” to import grouped reports with all row-level records intact. Preserve group associations for every individual row and maintain all Salesforce field data for each row, not just summary columns.
Step 2. Create hierarchical display with expandable row details
Build outline structures showing groups with expandable row details beneath using spreadsheet grouping features. Apply indentation and visual formatting to distinguish group levels from row data and enable selective expand/collapse of row details within specific groups.
Step 3. Set up interactive row analysis within groups
Filter row-level data within groups without losing group context and sort rows within each group by any field while maintaining group boundaries. Calculate row-level metrics like percentages of group total and rankings within group.
Step 4. Configure automation for row-level data management
Set up Formula Auto Fill Down to add custom calculations for each row that update automatically. Use Append New Data to track new rows as they’re added to groups over time and configure scheduled refresh to keep both group structure and row-level data current.
Get complete visibility into group organization and individual row details
This approach delivers complete visibility at both summary and detail levels with cross-group row analysis, historical row-level data preservation, and export capabilities to push insights back to Salesforce. Start building the comprehensive grouped analysis that Salesforce dashboards simply cannot provide.
