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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.”
Excel’s structured table syntax like Table1[Column] doesn’t work in Google Sheets, creating compatibility issues when your team uses different spreadsheet platforms for the same financial data.
Here’s how to create consistent data references that work identically in both Excel and Google Sheets without maintaining separate formula sets.
Create cross-platform compatible references using Coefficient
Coefficient provides consistent data ranges that work identically in both platforms by importing QuickBooks data in a format that supports universal formula strategies across Google Sheets and Excel.
How to make it work
Step 1. Import QuickBooks data using Coefficient’s Objects & Fields method.
Connect to QuickBooks and select the specific data fields you need. This creates clean, consistent data ranges that translate perfectly between Excel and Google Sheets.
Step 2. Create named ranges for your key data sections.
Establish named ranges like “CustomerData” or “SalesData” that work identically in both platforms. Use descriptive names that make your formulas self-documenting and platform-independent.
Step 3. Build formulas using standard A1 notation and named ranges.
Use formulas like =VLOOKUP(E2,CustomerData,2,FALSE) instead of structured table references. These formulas work perfectly in both Excel and Google Sheets without modification.
Step 4. Implement dynamic ranges with INDIRECT function.
For expandable data sets, use =INDIRECT(“A2″&COUNTA(A)) to create dynamic ranges that adjust automatically as your data grows, maintaining compatibility across both platforms.
Step 5. Set up automatic refreshes.
Schedule data refreshes to keep your information current across both platforms. Your team can collaborate using any platform without formula compatibility issues.
Enable seamless cross-platform collaboration
This eliminates the need for VBA conversion scripts and ensures your financial models work whether accessed in Excel desktop, Excel online, or Google Sheets. Try Coefficient to create truly universal spreadsheet solutions.
