CoefficientExcel’s native data connections break when files move, require manual refresh, and offer limited scheduling options.solves these problems by providing reliable, automated row additions from external sources without the usual headaches.
You’ll learn how to set up automatic data imports that add new rows to your Excel spreadsheets on a schedule, keeping your data current without any manual work.
Set up automatic row additions with live data imports
Coefficient transforms Excel into a dynamic reporting tool that stays current with your operational data sources. Unlike Excel’s built-in features that often fail when files are moved or shared, Coefficient maintains reliable connections through its cloud-based approach.
The key advantage is the “Append New Data” feature, which adds only new rows without overwriting existing information. This means your historical data stays intact while fresh information flows in automatically.
How to make it work
Step 1. Install Coefficient and connect your data source.
Add Coefficient from the Office Store, then use the sidebar to authenticate with your external data sources. You can connect to 50+ sources including databases, CRMs, and APIs without any complex setup.
Step 2. Configure your import with append settings.
Select your data source and choose the specific fields you want to import. Enable “Append New Data” in the import settings to ensure new rows are added rather than replacing existing data.
Step 3. Set up automatic scheduling.
Choose your refresh schedule – hourly, daily, or weekly – based on how often your source data updates. Coefficient will automatically check for new data and add rows according to this schedule, even when your Excel file is closed.
Step 4. Enable formula auto-fill for calculations.
Turn on Formula Auto Fill Down to automatically copy formulas to new rows as they’re added. This ensures your calculations update automatically with each new data import.
Keep your Excel data current automatically
Start buildingAutomatic row addition eliminates the manual data entry bottleneck that slows down Office 365 workflows.your automated Excel reports today.