Category: Excel

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 Domains Data from Smartsheet into Excel

Importing Smartsheet Domains data into Excel helps you manage and track domain-related information. Coefficient provides a direct connection to your spreadsheet.

This guide shows you how to import your Smartsheet Domains data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and link your Smartsheet account.

  • Step 2:

    Step 2. Click Import from… and choose the Domains object.

  • Step 3:

    Step 3. Configure filters or select specific fields and import the data.

  • Step 4:

    Step 4. Enable auto-refresh for automatic data updates on a schedule.

Step-by-step guide

Here is how to get your Smartsheet Domains 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 Smartsheet.

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

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

Step 2: Import Domains Data

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

Select Smartsheet as your source. Then, choose “Domains” 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 Domains 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 domain information from Smartsheet.

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

Available Smartsheet Objects

  • Lead Categories
  • Campaigns
  • Clients
  • Vendors
  • Domains
  • Mailboxes
  • Webhooks

How to Import Email Data from Podio into Excel

Getting your Podio Email data into Excel helps you track email communications linked to your Podio items and contacts. Manually exporting this data is tedious, and the information quickly goes stale.

Coefficient offers a live connection for automatic data updates.

This guide shows you how to easily import your Email data from Podio into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Podio account.

  • Step 2:

    Step 2. Use Import from… to select the Podio connector.

  • Step 3:

    Step 3. Choose the Email object and select the fields you need.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Podio Email into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Email data

With the connection ready, you can now bring in your Email data.

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Email”” object from the list.
  3. Choose the specific data fields from Email that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Email data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Email data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Podio Objects

  • Alerts
  • App market
  • Applications
  • Batch
  • Calendar
  • Comments
  • Contacts
  • Conversations
  • Devices
  • Email
  • Embeds
  • Files
+29 more

How to Import Embeds Data from Podio into Excel

Bringing your Podio Embeds data into Excel helps you manage, track, and analyze embedded content within your Podio items. Manually exporting this data is inefficient and quickly becomes old.

Coefficient creates a live connection for automatic data refreshes.

This guide shows you the steps to easily import your Embeds data from Podio into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Podio account.

  • Step 2:

    Step 2. Choose the Podio connector from the Import from… options.

  • Step 3:

    Step 3. Select the Embeds object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Podio Embeds into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Podio connector. You will be guided through connecting your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Embeds data

Now you can pull your Embeds data into Excel.

  1. In the Coefficient sidebar for Podio, select to import from an **Object**.
  2. Choose the “”Embeds”” object from the list.
  3. Select the specific data fields related to your Embeds that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Embeds data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Embeds data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Podio Objects

  • Alerts
  • App market
  • Applications
  • Batch
  • Calendar
  • Comments
  • Contacts
  • Conversations
  • Devices
  • Email
  • Embeds
  • Files
+29 more

How to Import Explores Data from Looker into Excel

Analyzing your Looker Explores data in Excel helps you understand the data explorations available within your Looker instance. Coefficient connects Looker directly to your spreadsheet seamlessly.

This guide shows you how to import your Looker Explores data into Excel using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose the Explores 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 explore data automatically updated.

Step-by-step guide

Follow these steps to get your Looker Explores 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 Looker when prompted to connect a data source.

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

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

Step 2: Import Explores Data

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

Select Looker as your source. Then, choose “Explores” 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.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Explores 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 explore information from Looker.

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

Available Looker Objects

  • Explores
  • Dashboards
  • Looks
  • URLs

How to Import Fields Data from MongoDB into Excel

Getting your MongoDB Fields data into Excel helps you understand your database schema and data structures. Coefficient connects MongoDB directly to your spreadsheet.

This guide walks you through importing your MongoDB Fields data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your MongoDB account.

  • Step 2:

    Step 2. Choose Import from… and select the Fields object.

  • Step 3:

    Step 3. Apply any necessary filters and import the data to your sheet.

  • Step 4:

    Step 4. Set up an auto-refresh schedule to keep the data current.

Step-by-step guide

Follow these steps to bring your MongoDB Fields data into Excel.

Step 1: Install and Connect Coefficient

To start, 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. Select MongoDB when prompted to connect a data source.

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

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

Step 2: Import Fields Data

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

Select MongoDB, then choose “Fields” from the list of objects to import.

You can select specific field fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Fields data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh options in the Coefficient sidebar after importing.

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

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

Available MongoDB Objects

  • Fields

How to Import Files Data from Podio into Excel

Bringing your Podio Files data into Excel helps you track files linked to your items, manage documents, and get an overview of your file storage. Manually exporting this data is slow and the information quickly becomes old.

Coefficient provides a live link for automatic data updates.

This guide shows you how to easily import your Files data from Podio into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Podio account.

  • Step 2:

    Step 2. Use Import from… to select the Podio connector.

  • Step 3:

    Step 3. Choose the Files object and select the fields you need.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Podio Files into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Files data

With the connection ready, you can now bring in your Files data.

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Files”” object from the list.
  3. Choose the specific data fields from Files that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Files data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Files data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Podio Objects

  • Alerts
  • App market
  • Applications
  • Batch
  • Calendar
  • Comments
  • Contacts
  • Conversations
  • Devices
  • Email
  • Embeds
  • Files
+29 more

How to Import Filters Data from Jira into Excel

Bringing your Jira Filters data into Excel helps you document and track your saved issue filters. Coefficient makes connecting Jira Filters to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Filters data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

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

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Filters data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Filters data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

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

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Filters data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Filters From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Filters data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Filters data based on the schedule you set.

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

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Folders Data from Gong into Excel

Importing Gong Folders data into Excel helps you manage and analyze your sales content structure. Coefficient provides a direct connection to your spreadsheet.

This guide shows you how to import your Gong Folders data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and link your Gong account.

  • Step 2:

    Step 2. Click Import from… and choose the Folders object.

  • Step 3:

    Step 3. Configure filters or select specific fields and import the data.

  • Step 4:

    Step 4. Enable auto-refresh for automatic data updates on a schedule.

Step-by-step guide

Here is how to get your Gong Folders 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 Gong.

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

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

Step 2: Import Folders Data

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

Select Gong as your source. Then, choose “Folders” 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 Folders 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 folder information from Gong.

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

Available Gong Objects

  • Users
  • Workspaces
  • Calls
  • Scorecards
  • Folders
  • Calls in a Folder
  • Logs