Category: Coda

How to Import Docs Analytics Data from Coda into Excel

Importing your Coda Docs Analytics data into Excel helps you analyze usage and performance metrics for your documents. Coefficient connects Coda directly to your spreadsheet.

This guide shows you how to import your Coda Docs Analytics data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Coda account.

  • Step 2:

    Step 2. Select Import from… and choose the Docs Analytics object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your analytics data automatically updated.

Step-by-step guide

Here is how to get your Coda Docs Analytics data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Coda.

Log in to your Coda account and grant Coefficient access to your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Docs Analytics Data

With Coda connected, click “Import from…” in the Coefficient sidebar.

Select Coda as your source. Then, choose “Docs Analytics” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Docs Analytics data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest document analytics information from Coda.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Coda Objects

  • Pages
  • Tables
  • Docs Analytics
  • Page Analytics

How to Import Docs Data from Coda into Excel

Importing your Coda Docs data into Excel helps you analyze information about your Coda documents. Coefficient connects Coda directly to your spreadsheet seamlessly.

This guide shows you how to import your Coda Docs data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Coda account.

  • Step 2:

    Step 2. Select Import from… and choose the Docs object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your doc data automatically updated.

Step-by-step guide

Follow these steps to get your Coda Docs data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select Coda when prompted to connect a data source.

Log in to your Coda account and authorize Coefficient to access your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Docs Data

With Coda connected, click “Import from…” in the Coefficient sidebar.

Select Coda as your source. Then, choose “Docs” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Docs data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest document information from Coda.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Coda Objects

  • Pages
  • Tables
  • Docs Analytics
  • Page Analytics

How to Import Page Analytics Data from Coda into Excel

Analyzing your Coda Page Analytics data in Excel helps you evaluate the usage and performance of specific pages. Coefficient connects Coda directly to your spreadsheet seamlessly.

This guide shows you how to import your Coda Page Analytics data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Coda account.

  • Step 2:

    Step 2. Select Import from… and choose the Page Analytics object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your analytics data automatically updated.

Step-by-step guide

Follow these steps to get your Coda Page Analytics data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select Coda when prompted to connect a data source.

Log in to your Coda account and authorize Coefficient to access your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Page Analytics Data

With Coda connected, click “Import from…” in the Coefficient sidebar.

Select Coda as your source. Then, choose “Page Analytics” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Page Analytics data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest page analytics information from Coda.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Coda Objects

  • Pages
  • Tables
  • Docs Analytics
  • Page Analytics

How to Import Pages Data from Coda into Excel

Accessing your Coda Pages data in Excel helps you analyze information about the pages within your Coda documents. Coefficient connects Coda directly to your spreadsheet.

This guide shows you how to import your Coda Pages data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Coda account.

  • Step 2:

    Step 2. Select Import from… and choose the Pages object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your page data automatically updated.

Step-by-step guide

Here is how to get your Coda Pages data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Coda.

Log in to your Coda account and grant Coefficient access to your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Pages Data

With Coda connected, click “Import from…” in the Coefficient sidebar.

Select Coda as your source. Then, choose “Pages” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Pages data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest page information from Coda.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

How to Import Tables Data from Coda into Excel

Accessing your Coda Tables data in Excel allows for in-depth analysis of the structured data within your Coda docs. Coefficient connects Coda directly to your spreadsheet seamlessly.

This guide shows you how to import your Coda Tables data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Coda account.

  • Step 2:

    Step 2. Select Import from… and choose the Tables object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your table data automatically updated.

Step-by-step guide

Follow these steps to get your Coda Tables data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select Coda when prompted to connect a data source.

Log in to your Coda account and authorize Coefficient to access your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Tables Data

With Coda connected, click “Import from…” in the Coefficient sidebar.

Select Coda as your source. Then, choose “Tables” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Tables data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest table information from Coda.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Coda Objects

  • Pages
  • Tables
  • Docs Analytics
  • Page Analytics