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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.”
You can create dynamic Excel time series charts that automatically update with new data points by using append-mode imports and scheduled refreshes that continuously add data while preserving historical trends.
This approach provides truly dynamic charts that often offer more flexibility than the original dashboard, with automatic data range expansion and historical context preservation.
Build dynamic time series charts using Coefficient
Coefficientexcels at time series data management with specialized features for continuous data updates. The append functionality adds new time series points without overwriting historical data, maintaining complete time series in Excel.
HubSpotThis creates more powerful time series analysis than many dashboards provide, with the ability to combine data from sources likeand Salesforce in a single time series view.
How to make it work
Step 1. Configure time series data import with date/time fields.
Set up Coefficient to import your time series data with appropriate date and time fields. Ensure the data includes timestamp information that will support chronological chart ordering.
Step 2. Enable append-mode for continuous data addition.
Configure your import to append new data points rather than overwriting existing data. This preserves your complete time series history while continuously adding new points as they become available.
Step 3. Set up dynamic date filters for automatic range adjustment.
Use dynamic date filters that automatically adjust as new data arrives. Point filter values to spreadsheet cells so you can easily modify time ranges without reconfiguring the entire import.
Step 4. Create Excel charts with auto-expanding data ranges.
Build time series charts using Excel’s native charting tools with data ranges that automatically expand as new data points arrive. Use dynamic range references or Excel tables to ensure charts include all available data.
Step 5. Schedule refreshes to match your data update frequency.
Configure Coefficient refreshes to run hourly, daily, or weekly depending on how often your time series data updates. This ensures charts always reflect the most current data points.
Step 6. Configure snapshots for historical trend analysis.
Set up scheduled snapshots to capture historical data copies on separate tabs. This provides point-in-time analysis capabilities and protects against data loss while maintaining trend visibility.
Step 7. Set up alerts for significant data changes.
Configure notifications when new data points are added or when time series values cross important thresholds. This provides proactive monitoring of your time series trends.
Start building dynamic time series charts
Begin creatingThis workflow creates Excel time series charts that automatically update with new data while maintaining complete historical context and trend analysis capabilities.your automated time series reporting solution today.
