)
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.”
While SOQL can query the raw data needed for split gift calculations, it cannot perform the mathematical operations required for accurate fund-specific pledge balance reporting within Salesforce .
Here’s how to leverage custom SOQL capabilities and extend them with advanced calculation features to achieve accurate split gift reporting by fund allocation.
Enhance SOQL with advanced calculations using Coefficient
Coefficient leverages custom SOQL capabilities and extends them with calculation features that SOQL alone cannot provide, solving the mathematical limitations that prevent accurate fund-specific balance reporting.
How to make it work
Step 1. Build custom SOQL queries for split gift data.
Use Coefficient’s Custom SOQL Query feature with queries like: SELECT Id, Amount__c, Outstanding_Balance__c, (SELECT Fund__c, Percentage__c, Fund__r.Name FROM Fund_Allocations__r) FROM Gift__c WHERE Outstanding_Balance__c > 0. This retrieves the relationship data that SOQL can handle while preparing for calculations it cannot.
Step 2. Apply post-query calculations.
Import your SOQL results and apply spreadsheet formulas to calculate Outstanding_Balance__c * Percentage__c for each fund allocation. Create fund-specific balance columns automatically and use dynamic filters to generate fund-specific pledge balance reports.
Step 3. Maintain data integrity with real-time updates.
Set up automated refresh schedules to keep your SOQL-based imports current while maintaining the relationship data integrity from your original queries. This enables complex fund allocation reporting scenarios that neither SOQL nor Salesforce reporting can handle alone.
Step 4. Create advanced fund allocation reports.
Use the combination of SOQL data retrieval power with advanced spreadsheet functionality to build comprehensive fund allocation reports. Apply conditional formatting, create pivot tables, and set up automated exports back to Salesforce if needed.
Combine SOQL power with calculation capabilities
This approach uses SOQL’s data retrieval strength while overcoming its calculation limitations, delivering accurate split gift pledge balance reporting by fund. Start building your enhanced SOQL reporting solution today.
