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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 export live view data to Excel using real-time connections that eliminate static report generation by providing dynamic refresh capabilities, automated updates, and continuous data access without manual file management.
This approach maintains live links to source systems with scheduled refresh options and parameter-driven updates that keep your Excel data current without creating multiple static file versions.
Establish live data connections with automated refresh capabilities using Coefficient
Coefficient specializes in live data connections that eliminate static report generation. You get direct API connections with scheduled automatic refresh, manual refresh capabilities, and dynamic parameter management that maintains real-time data access.
How to make it work
Step 1. Set up direct API connections to your data sources.
Establish live connections that maintain direct links to source systems rather than generating static snapshots. These connections execute queries against current database state for real-time data access.
Step 2. Configure flexible refresh 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 maintains live data without static file generation.
Step 3. Enable manual refresh for immediate updates.
Use on-sheet refresh buttons or sidebar controls for immediate data updates when needed. The “Refresh All” functionality updates multiple data imports simultaneously for comprehensive live data management.
Step 4. Set up parameter-driven updates through Excel cell references.
Configure dynamic filters that reference Excel cells, enabling real-time parameter changes without static report regeneration. Change cell values to instantly update query parameters like date ranges or territory filters.
Step 5. Configure incremental data loading with “Append New Data” feature.
Add only new records while preserving historical data, maintaining context without creating archived static reports. This feature includes automatic timestamp columns for tracking data updates.
Step 6. Apply Formula Auto Fill Down for automatic calculations.
Excel formulas automatically apply to new data during refresh, maintaining calculations and analysis as live data updates. This eliminates the need to recreate calculations in new static reports.
Step 7. Set up real-time notifications for stakeholder updates.
Configure Slack and Email alerts for new rows, cell value changes, or scheduled updates. This provides real-time stakeholder communication without manual report distribution.
Step 8. Use Snapshots for historical tracking without static files.
Automatically capture point-in-time data to new tabs on schedule while maintaining live data access. This provides historical context without managing multiple static report versions.
Maintain continuous data access without static report complexity
This approach provides continuous data access with Excel’s analytical capabilities while eliminating static report generation workflows and file version management. Start building your live data connections today.
