How to Import Docs Analytics Data from Coda into Excel

Importing your Coda Docs Analytics data into Excel helps you analyze usage and performance metrics for your documents. Coefficient connects Coda directly to your spreadsheet.

This guide shows you how to import your Coda Docs Analytics data into Excel using Coefficient.

Step-by-step guide

Here is how to get your Coda Docs Analytics data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Coda.

Log in to your Coda account and grant Coefficient access to your data.

Step 2: Import Docs Analytics Data

With Coda connected, click “Import from…” in the Coefficient sidebar.

Select Coda as your source. Then, choose “Docs Analytics” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Docs Analytics data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest document analytics information from Coda.