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A Guide to Snowflake Data Management & Reporting

Guide Overview
A comprehensive inventory of Snowflake SB guides, tutorials, templates & tips.
Have Snowflake data migration woes?

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Streamline your Data Warehousing Workflows with Coefficient

Hours → Minutes

Miro went from

spending hours to minutes using Coefficient to streamline data processes.

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Google Marketplace

4.95/5

  • “Great way to share data quickly and allow end users to refresh data at will.”

    – Eric Leonard

  • “Coefficient ensured data from our warehouse was accessible for non-technical users.”

    – Evan Cover

  • “I recall the hours spent in the old routines. Today, these are accomplished in minutes.”

    – Alexander Bugajski

Frequently Asked Questions

  • How do I import data from CSV to Snowflake?

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    To import CSV data into Snowflake, upload the file to a stage (internal or external like AWS S3), then use the COPY INTO command to load the data into a table. Ensure the table structure matches the CSV format. Tools like Coefficient simplify this by connecting Snowflake to spreadsheets, enabling seamless CSV imports without manual SQL commands.

  • How to bulk load into a Snowflake table?

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    To bulk load data into a Snowflake table, first stage the data in a file format like CSV or Parquet in a Snowflake stage (internal or external, such as AWS S3). Use the COPY INTO command to load the data into the target table.Tools like Coefficient can streamline this process by automating data integration from your source systems directly into Snowflake for analysis.

  • Does Snowflake have a reporting tool?

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    Yes, Snowflake has Snowsight, a built-in tool for basic querying and visualization. However, for more advanced reporting needs, it integrates seamlessly with third-party BI tools like Tableau, Power BI, Coefficient for Google Sheets or Excel.

  • What are the limitations of using Snowsight for reporting?

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    Snowsight is a convenient tool for basic reporting and visualizations within Snowflake, but it has limitations. Its visualization options are relatively simple, lacking the advanced customization and interactivity offered by third-party tools. Additionally, it may not scale well for complex, organization-wide reporting needs.

All you need to know about Stripe Reporting

Guide Overview
A comprehensive inventory of Stripe guides, tutorials, templates & tips.
Have Stripe Reporting woes?

Talk to our data experts

10x your Stripe Reporting Skills with Coefficient

364 hours

Solv Health saves

364 hours a year using Coefficient for ops and accounting workflows.

Read Case Study

Google Marketplace

4.95/5

  • “Our financial and budget reports are now so easy! Coefficient literally saves us hours each week.”

    – Brock Holliman

  • “I can actually focus on my job since maintaining and refreshing reports is no longer something I have to spend time on.”

    – Alex Pan

  • “Coefficient automated all my data pulls from accounting tools.”

    – Christian Budnik

Frequently Asked Questions

  • How to calculate MRR in Stripe?

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    Stripe provides MRR insights in its dashboard for subscription-based businesses. Alternatively, use Stripe’s API to pull subscription data and calculate MRR programmatically. For custom reporting, tools like Coefficient.io can connect Stripe to Google Sheets or Excel, allowing you to extract subscription data and calculate MRR dynamically in spreadsheets.

  • How to reconcile Stripe with QuickBooks?

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    To reconcile Stripe with QuickBooks, start exporting your Stripe transactions and fees. Use QuickBooks to match Stripe payouts to your bank deposits. Alternatively, tools like Coefficient.io or other third-party tools can automate this process by syncing Stripe transactions directly into QuickBooks, saving time and improving accuracy.

  • Does Stripe Payments have analytics?

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    Yes, Stripe Payments offers built-in analytics through its dashboard. It provides insights into revenue, subscription metrics (like MRR and churn), payment success rates, and customer trends. For more advanced analysis & data blending, BI tools or connectors like Coefficient.io, enables data exports to Google Sheets or Excel for custom reporting and deeper analytics.

  • How do I record Stripe payments in QuickBooks Online?

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    To record Stripe payments in QuickBooks Online, first categorize the payouts from Stripe in your bank feed. Create a clearing account to track Stripe transactions, recording payments and fees separately. Match Stripe payouts to the deposits in your bank account.

A Guide to PostgreSQL Data Management & Reporting

Guide Overview
A comprehensive inventory of PostgreSQL guides, tutorials, templates & tips.
Have PostgreSQL data migration woes?

Talk to our data experts

Streamline your Data Warehousing Workflows with Coefficient

2 months

Klaviyo saved

Two months of manual data ops using Coefficient for Analysis & Reporting.

Read Case Study

Google Marketplace

4.95/5

  • “Great way to share data quickly and allow end users to refresh data at will.”

    – Eric Leonard

  • Coefficient ensured data from our warehouse was accessible for non-technical users

    – Evan Cover

  • I can access all Postgres prod database tables with two-way sync with added flexibility of Sheets. Best and most flexible Admin Portal ever.

    – Jaco Fok

Frequently Asked Questions

  • How to export a PostgreSQL query to CSV?

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    You can export PostgreSQL query results to CSV by running the query in your database tool and choosing the export or save-as option. Tools like Coefficient.io make this easier by connecting PostgreSQL directly to Excel or Google Sheets, allowing you to pull query results into spreadsheets and export them as CSV files without manual steps, streamlining your workflow.

  • How to query PostgreSQL tables?

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    To query PostgreSQL tables, use a SQL client or terminal to execute SELECT statements. Specify the table name and desired columns in your query, or use filters like WHERE for targeted results. Tools like pgAdmin provide a user-friendly interface for running queries. For advanced workflows, Coefficient.io can connect PostgreSQL directly to Excel or Google Sheets, allowing you to query tables and analyze data seamlessly.

  • Is PostgreSQL an ETL tool?

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    No, PostgreSQL is not an ETL tool; it is a relational database management system (RDBMS). However, it can be used in ETL workflows for data extraction, transformation, and loading. With features like SQL queries, table functions, and extensions like PostGIS, it handles data manipulation effectively. To streamline ETL processes, tools like Coefficient.io can integrate PostgreSQL with spreadsheets, automating data transfer and analysis.

  • What is the difference between PSQL and SQL Server?

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    PostgreSQL (PSQL) is an open-source, highly extensible relational database known for advanced features like support for custom data types and complex queries. SQL Server, developed by Microsoft, is a commercial database with robust integration into the Microsoft ecosystem. PostgreSQL is platform-independent, while SQL Server primarily targets Windows. PostgreSQL is free, whereas SQL Server has licensing fees.

A Quick Guide to Excel for Accounting

Guide Overview
A comprehensive inventory of Excel tips, tutorials, templates for Bookkeeping.
Have Excel or Accounting reporting woes?

Talk to our Reporting experts

10x your Finance Operations with Coefficient

364 hours

Solv Health saves

364 hours a year using Coefficient for ops and accounting workflows.

Read Case Study

Appsource

4.9/5

  • “It’s the perfect tool for syncing Stripe and Salesforce.”

    – Ben S

  • “Coefficient automated all my data pulls from accounting tools.”

    – Christian Budnik

  • “Our financial and budget reports are now so easy! Coefficient literally saves us hours each week.”

    – Brock Holliman

Frequently Asked Questions

  • How is Excel used in accounting?

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    Excel is essential for accountants to manage budgets, track expenses, and create reports. Its features, like pivot tables and formulas, simplify financial analysis and forecasting. Often paired with advanced tools like Coefficient for connecting Excel to accounting platforms like QuickBooks, Xero, Netsuite, automating data imports, and reducing manual errors. Enabling accountants to focus on insights and decision-making rather than repetitive tasks.

  • How do I create an accounting Excel?

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    To format Excel for accounting, use the “Accounting” number format to align currency symbols and decimal places for clarity. Create clear headers, use bold fonts, and apply borders for readability. Leverage conditional formatting to highlight key data like overdue invoices. Regularly use freeze panes and filters for easier navigation and data analysis. Excel add-ins like Coefficient.io can automate importing structured financial data into pre-formatted templates, saving time.

  • What Excel formulas should accountants know?

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    Key Excel formulas for accountants include SUM (totaling revenue or expenses), IF (for scenarios like overdue invoices), VLOOKUP/XLOOKUP (finding account details or transaction data), and ROUND (ensuring precise financial figures). PMT is critical for loan and interest calculations, while EOMONTH helps track month-end deadlines. TEXT formats dates for reports, and Pivot Tables are invaluable for summarizing financial data like profit margins or expense breakdowns.

A Guide to Improving your Xero Skills & Reporting

Guide Overview
An inventory of guides, tutorials, templates & tips to use Xero more effectively
Have Xero reporting woes?

Talk to our Xero Reporting experts

10x your Xero Reporting Skills with Coefficient

Automate

Xero Reporting Effortlessly

Learn how Mutiny’s Finance & Business Team saved hours using Coefficient for automated reporting

Read Case Study

Marketplace

4.95/5

  • “Coefficient automated all my data pulls from accounting tools.”

    – Christian Budnik

  • “Impactful to blend live data with forecasts for a real-time view in spreadsheet.”

    – Laurie Josephson

  • “Our financial and budget reports are now so easy! Coefficient literally saves us hours each week.”

    – Brock Holliman

Frequently Asked Questions

  • How do I run a report in Xero?

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    To run a report in Xero, navigate to the Accounting menu and select Reports. Choose the desired report, such as Profit and Loss or Balance Sheet. Set your preferred date range and parameters, then click Update to generate the report. For enhanced reporting capabilities, consider integrating Xero with Coefficient.io to sync real-time data into Google Sheets or Excel, allowing for customized and dynamic reporting.

  • How to extract a report in Xero?

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    After generating a report in Xero, click the Export button and select your preferred format: PDF, Excel, or Google Sheets. This allows you to save the report to your computer or share it as needed. For automated data extraction and real-time updates, Coefficient.io offers seamless integration with Xero to Google Sheets and Excel, enabling continuous data synchronization into your spreadsheets.

  • How do I get data from Xero?

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    To export data from Xero, access the relevant section (e.g., Contacts, Invoices, or Bills). Use the Export option to download the data in CSV format. For comprehensive data extraction and automated updates, Coefficient.io provides a solution that syncs Xero data directly into Google Sheets or Excel, streamlining your financial reporting process.

  • What reports can Xero produce?

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    Xero offers a variety of reports, including Profit and Loss, Balance Sheet, Cash Summary, Aged Receivables, Aged Payables, and Budget Variance. These reports provide insights into your financial performance, cash flow, and outstanding invoices or bills. By integrating Xero with Coefficient.io, you can enhance these Xero reports with real-time data and customizable templates, facilitating more dynamic and insightful financial analysis.

A Guide to Sales Operations in Spreadsheets

Guide Overview
A comprehensive inventory of guides, tutorials, templates & tips
Have SalesOps reporting woes?

Talk to our SalesOps experts

10x your SalesOps Reporting Skills with Coefficient

2 months

Klaviyo saved

Two months of manual data ops using Coefficient for SalesOps Analysis & Reporting.

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AppExchange

4.95/5

  • “Great tool for any team that needs Sales data at their fingertips.”

    – Avi Rabinovitch

  • “Coefficient is a life saver when SFDC is limited!”

    – Kaitlyn Camargo

  • “Forecasting, sales comp, pipeline management, you name it. Coefficient got you covered.”

    – Derek Gregg

Frequently Asked Questions

  • What do sales operations include?

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    Sales operations involve managing the tools, processes, and strategies that support a sales team. This includes pipeline management, data analysis, CRM optimization, territory planning, and performance reporting. It ensures sales reps focus on selling while operations streamline administrative tasks and improve workflows. Tools like Coefficient.io can automate data workflows, enhancing the efficiency of sales operations by syncing real-time data into tools like Google Sheets.

  • How do I create a sales spreadsheet in Google Sheets?

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    To create a sales spreadsheet in Google Sheets, start by organizing your data into columns such as Date, Customer Name, Product, Quantity, and Sales Amount. Utilize formulas to calculate totals and averages. For enhanced functionality, consider using pre-built templates like Coefficient’s Sales Performance Template, which syncs with CRM data for real-time insights.

  • How to do sales forecasting in Google Sheets?

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    Sales forecasting in Google Sheets can be achieved using methods like exponential smoothing. This technique analyzes data over specific periods to predict future sales trends. Google Sheets offers built-in functions and add-ons, such as the XLMiner Analysis ToolPak, to facilitate this process. Coefficient provides detailed guides on implementing these forecasting methods effectively.

  • How to make a sales dashboard in Google Sheets?

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    To create a sales dashboard in Google Sheets, compile your sales data and use the Chart Editor to generate visualizations like pie charts and bar graphs. This allows for real-time tracking of key metrics. Coefficient offers free, pre-built sales dashboard templates that integrate with your CRM, providing dynamic and up-to-date insights.

A Guide to Improving your QuickBooks Skills & Reports

Guide Overview
An inventory of guides, tutorials, templates & tips to use QuickBooks more effectively
Have QuickBooks reporting woes?

Talk to our QuickBooks Reporting experts

10x your QuickBooks Reporting Skills with Coefficient

Automate

QuickBooks Reporting Effortlessly

Learn how Mutiny’s Finance & Business Team saved hours using Coefficient for automated reporting

Read Case Study

Marketplace

4.95/5

  • “Setting up QBO workflows to sheets and automating refreshes is incredibly easy & reliable.”

    – David Schneider

  • “I’m using Coefficient to create a 13-week cash flow report that’s linked to my QBO account. It works great!”

    – Nick Giovacchini

  • “Our financial and budget reports are now so easy! Coefficient literally saves us hours each week.”

    – Brock Holliman

Frequently Asked Questions

  • How do I copy QuickBooks data to Excel?

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    There are a few efficient methods depending on the data and level of automation you need. For one-time data exports, a manual data export should be fine. For custom and automatic data pulls, using a data connector like Coefficient will be a time saver.

  • How to generate a report in QuickBooks?

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    In QuickBooks Online, go to Reports from the left menu. Choose a report type (e.g., Profit and Loss, Balance Sheet) and set your date range and filters for customization. Click Run Report to generate it. You can then export it to Excel or PDF, print, or save your custom settings for future use. You can use tools like Coefficient to automate reports if you’re tracking them on spreadsheets

  • What are the two important types of reports in QuickBooks?

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    In QuickBooks, two key report types are the Profit and Loss Report and the Balance Sheet Report. The Profit and Loss Report provides a breakdown of income, expenses, and net profit over a chosen period, offering insights into your business’s profitability and cost management. Meanwhile, the Balance Sheet Report gives a snapshot of financial standing by detailing assets, liabilities, and equity at a specific point in time. Together, these reports are essential for evaluating business performance, making informed financial decisions, and planning strategically for growth.

  • Is QuickBooks compatible with Google Sheets?

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    Yes, QuickBooks is compatible with Google Sheets through data connector tools. These connectors, like Coefficient.io or Zapier, integrate QuickBooks with Google Sheets, enabling you to pull real-time data directly into Sheets.

All you need to know about Salesforce Reporting

Guide Overview
A comprehensive inventory of guides, tutorials, templates & tips
Have Salesforce reporting woes?

Talk to our Salesforce experts

10x your Salesforce Reporting Skills with Coefficient

2 months

Klaviyo saved

Two months of manual data ops using Coefficient for Salesforce Data Analysis & Reporting.

Read Case Study

AppExchange

4.95/5

  • “Great tool for any team that needs Salesforce data at their fingertips.”

    – Avi Rabinovitch

  • “Coefficient is a life saver when SFDC is limited!”

    – Kaitlyn Camargo

  • “Coefficient is the most user-friendly Sheets -> SFDC tool.”

    – Kyle Clark

Top Salesforce Reporting Issues Solved

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Top Salesforce Reporting Issues Solved
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Frequently Asked Questions

  • How Coefficient helps with Salesforce Reporting?

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    Coefficient streamlines reporting by connecting Salesforce data directly to Google Sheets and Excel. This integration allows for real-time data updates, imports and exports between your Spreadsheets and Salesforce. Coefficient eliminates the need for manual updates with automated data refreshes, advanced slack & email alerts. Coefficient also allows you to customize and blend your Salesforce data with other systems, making advanced reporting more flexible and efficient. More than half a million users have Coefficient pulling data to their spreadsheets today.

  • Does Salesforce have a reporting tool?

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    Yes, you can use Salesforce Report Builder to build standard and custom reports which provides basic reporting functionalities. For advanced reporting and dashboards, using tools like Tableau, Coefficient provide you with much more flexibility and ease in data visualization and analysis.

  • How to create a report in Salesforce?

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    The most common way to build a report in Salesforce is using a Salesforce Report Builder. This provides you with the ability to build basic reports and some custom reports. If you need to blend data from other data sources or want to share the report outside salesforce, building automated reports in Google Sheets or Excel using Coefficient is a easier way to achieve your goals.

  • What are the 4 valid report formats available in Salesforce?

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    The main report formats supported by Salesforce are Tabular, Matrix, Joined and Summary reports.

  • What is the difference between dashboard and report in Salesforce?

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    A Salesforce dashboard provides multiple components to visualize data from salesforce reports and helps you track key metrics across different stages that are critical for you. A Salesforce report on the other hand provides you a list of records based on the filtering criteria you need.

  • How to make a field available for reporting in salesforce?

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    Navigate to Setup, then search for and select “Report Types” on the left menu. Click on the Label of the Report Type you wish to edit, and then click “Edit Layout” near the bottom of the page. From here, you can drag any available fields from the right-hand menu into the list of available fields for your custom report type. Click “Save” when you are done.