)
Written by
Table of Contents
“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 automatically create Excel charts from dashboard data by setting up scheduled data imports that refresh your underlying data and using Excel’s native charting to visualize the results.
This approach eliminates manual data exports and ensures your Excel charts always reflect current information from your dashboard sources.
Automate chart data updates using Coefficient
CoefficientWhile you can’t directly convert dashboard charts to Excel format,automates the data foundation that powers your charts. This creates a more reliable workflow than manual exports since your charts update automatically when new data arrives.
HubSpotThe key advantage is maintaining live data connections to sources like, Salesforce, and databases. Your Excel charts reference this automatically-refreshed data, so they stay current without manual intervention.
How to make it work
Step 1. Connect your dashboard’s data source to Excel.
Use Coefficient to establish a direct connection to the same data source that feeds your dashboard. Select the specific fields and apply filters that match your dashboard parameters to ensure data consistency.
Step 2. Set up scheduled data refreshes.
Configure automatic imports to run hourly, daily, or weekly depending on how often your dashboard updates. This ensures your Excel data stays synchronized with the source without manual exports.
Step 3. Enable Formula Auto Fill Down.
Turn on this feature so any calculated columns or chart-supporting formulas automatically extend when new data rows arrive during refresh cycles.
Step 4. Create Excel charts that reference the imported data ranges.
Build your charts using Excel’s native charting tools, making sure they reference the specific data ranges managed by Coefficient. As new data arrives, your charts will automatically update to include the latest information.
Step 5. Configure alerts for data updates.
Set up notifications through Slack or email when new data arrives or when specific thresholds are met in your charts. This keeps you informed about important changes without constantly checking the spreadsheet.
Start building automated Excel charts today
Get startedThis approach transforms manual dashboard exports into a fully automated workflow where your Excel charts stay current with live data.with Coefficient to eliminate manual data exports and keep your charts automatically updated.
