How to Blend Data from Multiple Sources in Google Sheets

Published: June 28, 2023 - 4 min read

Julian Alvarado

In businesses small and large, data is often scattered across various platforms. You might have some data in Salesforce, some in MySQL, and some in other data sources.

The core challenge for most teams is bringing all this data together for comprehensive analysis.

In this blog post, we’ll guide you on how to blend data from multiple sources right inside Google Sheets. We’ll use Coefficient’s AI-powered tools to analyze this data, providing valuable insights for your business.

Let’s jump right in!

Step-by-Step Guide: Blend Data from Multiple Sources in Your Spreadsheet

1. Install Coefficient

Coefficient is a free solution that lets you connect your business systems to Google Sheets and instantly pull live data into your spreadsheet.

To install Coefficient, navigate to the top of your Google Sheet and click ‘Extensions’ -> ‘Add-ons’ -> ‘Get add-ons.’

Google Sheets add ons

Search for ‘Coefficient’ in the Google Workspace Marketplace menu bar. The Coefficient app will be the first result on the left, like below.

google workspace marketplace

2. Import Data from Different Sources with Coefficient

    Blending data from multiple sources in Google Sheets is simple with Coefficient. Here are some of the benefits of doing so:

    • Streamlined Data Management: Coefficient centralizes all of your data in a single spreadsheet, saving time and ensuring data integrity.
    • Enhanced Analysis: By bringing all your data together in the spreadsheet platform you prefer, you can perform more comprehensive and accurate analysis.
    • Increased Efficiency: Automated data blending means you no longer have to manually merge data from different sources, freeing up your time for more important tasks.

    And fortunately, it is a straightforward process. In the example below, we’ll walk you through how to blend data from Salesforce and MySQL.

    First, launch the Coefficient app from the extensions menu on the top ribbon.

    salesforce connector google sheets

    Coefficient will launch as a side panel. Choose ‘Import from…’

    google sheets import data source

    Select ‘Salesforce’ from the list of data sources.

    salesforce to google sheets

    Click ‘From Objects & Fields.’

    Salesforce object and fields

    Select ‘Opportunity’ as your field.

    Salesforce Opportunity

    Your Salesforce data will now populate in your Google spreadsheet.

    Salesforce import google sheets

    Now, let’s get your MySQL data into your spreadsheet.

    Select “Import from…” on the main screen of the Coefficient sidebar:

    google sheets import data source

    Then choose ‘MySQL.’

    mysql import google sheets

    Next, click ‘Custom SQL Query’ to ensure you’re pulling in the exact data you need.

    custom sql query google sheets
    sql query into Google Sheets

    After inputting your custom query, click ‘Import’ to name the import. Then press Enter.  

    Name import MySQL google sheets

    3. Blend the Data Together in Google Sheets

      Now, it’s time to blend the data.

      Let’s use Coefficient’s GPT-powered formula builder to append the most recent activity date on your MySQL data to your Salesforce data. Then calculate the difference in days.

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      First select, GPT Copilot from the home screen of Coefficient

      GPT Copilot google sheets

      Then Select ‘Formula Builder.’

      formula builder google sheets

      Describe the task you’re trying to accomplish and click ‘Build.’

      build formula google sheets

      Formula Builder will return a formula like below.

      prompt formula builder google sheets

      Input the formula and drag and drop to auto-populate the rest of the cells.

      blend data google sheets

      Next, we’ll calculate the difference of days following the same procedure as before with the Coefficient Formula Builder.

      Pivot Builder google sheets

      Once you’ve blended your data, you can use Coefficient’s Pivot Builder to analyze it. In this case, we’ll display the average difference for each lead source.

      First, launch the Pivot Builder.

      Pivot Builder Coefficient

      Now use the Pivot Builder to create a pivot table for the average of days, for each lead source, between the created date and the most recent activity date.

      pivot builder prompt google sheets

      And just like that, you’ve blended data from multiple sources and analyzed it, all within Google Sheets!

      Effortlessly Combine Different Data Sources in Google Sheets with Coefficient

      Blending data from multiple sources with Coefficient is a game-changer for data analysis.

      Coefficient allows you to centralize your different data sources in a single spreadsheet, and enhances your analytical capabilities with AI.

      Install Coefficient today to blend all your data sources and generate insights using AI-powered spreadsheet capabilities.

      Set Spreadsheet Data on Refresh

      Try the Spreadsheet Automation Tool Over 300,000 Professionals are Raving About

      Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 300,000 professionals worldwide.

      Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

      Julian Alvarado Content Marketing
      Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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