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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.”
Cross-platform formula solutions for refreshing financial data require a sync tool that maintains consistent behavior across Excel and Google Sheets while preserving references during data updates.
Traditional tools create platform-specific challenges and reference breaks, forcing you to maintain separate formula sets for each spreadsheet application.
Build universal financial formulas with consistent data sync using Coefficient
Coefficient provides comprehensive cross-platform formula solutions by importing QuickBooks financial data that behaves identically in Excel and Google Sheets , eliminating the need for platform-specific formula maintenance.
How to make it work
Step 1. Import QuickBooks financial data using Coefficient’s Objects & Fields or standard reports.
Connect to QuickBooks and select your financial data using methods that create clean, consistent data structures. This ensures your data behaves the same way across both Excel and Google Sheets.
Step 2. Create named ranges for key data sections.
Establish named ranges like “FinancialData,” “Customers,” “Invoices,” and “Payments” that work identically in both platforms. These provide stable reference points for your cross-platform formulas.
Step 3. Build formulas using universal functions and A1 notation.
Use standard cell references and functions that work consistently across platforms. Examples include revenue analysis: =SUMIF(FinancialData,”>=”&DATE(2024,1,1),RevenueColumn) and customer lookups: =VLOOKUP(CustomerID,CustomerData,2,FALSE).
Step 4. Implement dynamic calculations with compatible functions.
For expanding data sets, use =INDIRECT(“A2″&COUNTA(A)) to create dynamic ranges that adjust automatically in both Excel and Google Sheets as your financial data grows.
Step 5. Set up scheduled refreshes for all platforms.
Configure automatic refreshes to keep data current across desktop, web, and mobile platforms. Your formulas maintain reference integrity through data refreshes regardless of which platform team members use.
Enable seamless financial collaboration across platforms
This eliminates the need for separate formula sets and ensures your financial models work whether accessed on desktop, web, or mobile platforms. Try Coefficient to create truly universal financial reporting solutions.
