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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.”
You can automate view data export to Excel without scheduled report setup by using direct data connections that provide user-controlled scheduling, dynamic parameters, and real-time refresh capabilities without requiring admin intervention.
This approach eliminates traditional scheduled report infrastructure while offering superior automation flexibility and immediate data access compared to admin-managed report servers.
Set up automated data refresh with user-controlled scheduling using Coefficient
Coefficient provides comprehensive automation for view data export without requiring traditional scheduled report infrastructure. You control the scheduling directly without admin privileges or complex report server configurations.
How to make it work
Step 1. Create your initial data import using custom queries.
Connect directly to your database or system and set up custom SQL queries or object connections that replicate your view’s data structure and filtering logic.
Step 2. Configure flexible scheduling options.
Choose from hourly refresh intervals (1, 2, 4, 8 hours), daily refresh with timezone support, or weekly refresh with multiple day selection. All scheduling is user-controlled without requiring admin approval.
Step 3. Set up dynamic parameter automation.
Configure filters to reference Excel cells, enabling automated queries with changing parameters. For example, reference a cell containing “current month” to automatically update date range filters during each refresh.
Step 4. Enable Formula Auto Fill Down for automatic calculations.
Add Excel formulas in columns adjacent to your imported data. These formulas automatically apply to new rows during each refresh, maintaining calculations as your data updates without manual intervention.
Step 5. Configure Snapshots for historical tracking.
Set up automatic data snapshots that copy current data to new tabs on schedule, maintaining historical context while providing current data access. Choose from hourly, daily, weekly, or monthly snapshot schedules.
Step 6. Set up Slack and Email alerts for stakeholder notifications.
Configure automatic notifications for new rows, cell value changes, or scheduled times with customizable messages. This eliminates manual report distribution while keeping stakeholders informed of data updates.
Step 7. Use “Refresh All” for multiple import coordination.
Update multiple data imports simultaneously with a single command, ensuring all related data refreshes together for consistent reporting across multiple views or data sources.
Eliminate scheduled report complexity and get automated data today
This approach provides enterprise-grade automation without traditional reporting infrastructure while offering superior flexibility and real-time data access. Start automating your view exports today without admin dependencies.
