How to display two time ranges simultaneously in Salesforce using dual filtering

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

Learn how to display two time ranges simultaneously in Salesforce using dual filtering techniques and strategic data preparation methods.

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Displaying two time ranges simultaneously requires strategic data preparation and proper range management. While dual filtering interfaces get implemented in visualization tools, your data structure determines how effectively those filters work together.

Here’s how to prepare multi-range datasets that support simultaneous time range analysis with dual filtering controls.

Support dual time ranges using Coefficient

Coefficient supports simultaneous time range analysis through strategic data preparation. The dual filtering interface occurs in visualization tools, but proper data structuring makes those filters work reliably together.

How to make it work

Step 1. Configure parallel imports for multiple time ranges.

Set up multiple Salesforce imports, each filtered to specific time ranges. Configure Import A with dynamic filters pointing to “Start_Date_Range1” and “End_Date_Range1” cells, and Import B pointing to “Start_Date_Range2” and “End_Date_Range2” cells. This creates independent range control without editing import settings.

Step 2. Use dynamic range control for flexible adjustments.

Dynamic filters with cell references let you adjust time ranges without rebuilding imports. Change the date values in your reference cells, and your imports automatically update to reflect the new ranges. This makes dual filtering much more responsive to user needs.

Step 3. Create consolidated comparison datasets.

Combine multiple time ranges into a single comparison dataset. Use Formula Auto Fill Down to add range identifiers to each dataset – like “Range_1” for January data and “Range_2” for July data. This creates the structure that visualization tools need for dual filtering.

Step 4. Implement advanced time range management.

Use Snapshots to preserve specific time range data for historical analysis. Set up scheduled refreshes to keep current time ranges updated while maintaining historical ranges. Append New Data builds comprehensive time series for flexible range selection.

Step 5. Structure data for dual filtering support.

Create clean data separation with consistent refresh schedules that maintain accuracy across both ranges. Structure your output with Date, Metric, Value, and Time_Range_ID columns. This enables visualization tools to apply independent filters effectively.

Enable effective dual filtering

Dual filtering works best when your underlying data clearly separates different time ranges while maintaining consistent structure. Salesforce provides the source data while Coefficient handles the complex range management. Start building better dual filtering datasets today.

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