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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 consolidate multiple dashboard data sources into a single Excel workbook with organized data sheets and corresponding charts by using automated import management and synchronized refresh scheduling.
This creates a comprehensive reporting workbook where all your dashboard insights live in one place with automated data updates across multiple sources.
Organize multi-source dashboard data using Coefficient
CoefficientHubSpotexcels at managing multiple data source connections from a single interface. You can pull from various sources like, Salesforce, and databases, then organize everything into a structured Excel workbook.
The key advantage is coordinated refresh scheduling that ensures all your charts reflect current information simultaneously, eliminating the timing issues that occur with manual exports from different dashboards.
How to make it work
Step 1. Map out all data sources feeding your dashboard charts.
Identify each data source behind your various dashboard charts. Document the specific objects, fields, and filters used so you can replicate the data structure in Excel.
Step 2. Create separate imports for each chart’s dataset.
Set up individual Coefficient imports for each dashboard chart’s underlying data. Use custom field selection and mapping to ensure each import captures exactly what’s needed for chart recreation.
Step 3. Organize imports into dedicated Excel sheets.
Structure your workbook with separate sheets for each data source or chart type. This keeps data organized and makes chart creation more manageable while maintaining clear relationships between data and visualizations.
Step 4. Configure synchronized refresh schedules.
Set up coordinated refresh timing across all imports so your entire workbook updates simultaneously. This ensures all charts reflect the same time period and eliminates data inconsistencies.
Step 5. Build Excel charts on separate sheets referencing the data.
Create chart sheets that reference your Coefficient-managed data ranges. Organize charts logically and use consistent formatting across the workbook for a professional dashboard-like experience.
Step 6. Use snapshots for historical data analysis.
Configure Coefficient’s snapshot feature to capture historical versions of your chart data on separate tabs. This provides time-based analysis capabilities that many dashboards lack.
Build your comprehensive Excel reporting hub
Get startedThis workflow transforms scattered dashboard data into a unified, automatically-maintained Excel workbook with multiple data sources and coordinated chart updates.building your multi-source Excel reporting solution today.
