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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.”
CoefficientExcel’s built-in data connections break when files move and require manual refresh triggers.transforms this process into a streamlined solution that maintains truly live data connections without the reliability issues of native Excel features.
You’ll learn how to set up genuine real-time Excel sync that keeps your spreadsheets current with operational data sources automatically.
Create reliable live data connections that actually work
Power Query requires technical expertise and doesn’t maintain truly “live” connections – it only refreshes on demand. Excel’s built-in data connections suffer from reliability issues and have limited real-time capabilities.
Coefficient creates genuine real-time sync through cloud-based connections that persist regardless of file location or sharing status.
How to make it work
Step 1. Connect your data sources through the sidebar.
Use Coefficient’s sidebar to authenticate with APIs, databases, and SaaS platforms. Unlike Excel’s native connections that break with file movements, these cloud-based connections remain stable regardless of where your file is stored or shared.
Step 2. Set up automatic refresh schedules for continuous data flow.
Configure hourly, daily, or weekly updates without user intervention. Multiple live data feeds can update simultaneously to different sheets or ranges, creating a comprehensive real-time data environment.
Step 3. Configure dynamic filtering for flexible data requirements.
Point filter criteria to spreadsheet cells for changing data requirements. This allows your live feeds to adjust automatically based on values in your spreadsheet, creating truly dynamic data imports.
Step 4. Enable formula integration and performance optimization.
Turn on Formula Auto Fill Down to ensure calculations update automatically with new data. Coefficient optimizes data transfer to maintain Excel performance even with large datasets, unlike native refresh options that can slow down workbooks.
Step 5. Set up monitoring and historical tracking.
Configure Slack and email alerts when new data arrives. Use snapshot capabilities to capture historical data while maintaining live feeds, and set up timestamp tracking for audit purposes.
Transform Excel into a dynamic real-time dashboard
Start buildingLive data connections turn Excel into a powerful dashboard that stays current with your operational systems.your real-time Excel reports today.
