Schedule your Import, Snapshots, and Add Data Alerts
Coefficient allows you to import existing sheets from your Google Drive. You can choose between a specific tab from your Sheet and filter the data prior to import. 🙌🏻
Prior to completing your first import, you will need to connect/authorize Coefficient to your Google Drive.
Open the Coefficient Sidebar and select Import from...
Select Google Sheets from the options.
Click the Authorize button.
You will be redirected to a new page, select the account you want to connect from.
Click the Allow button to give Coefficient access to your data.
From here, you can select the Sheet(s) you would like to import. 🎉
Open the Coefficient Sidebar and click on the ‘Import from…’ button.
Select Google Sheets from the list.
A new pop-up window will show that allows you to select your file from the ‘My Drive’ tab.
Note: You can also import files that are shared with you from the ‘Shared Drives’ or ‘Shared with me’ tab on the window selection.
Customize your import by selecting a Tab, Range of cells. Make sure to specify if you want to designate a Header or “None”.
Further customization can be done to this import by rearranging the column order, adding filters or sorting the data prior to import. Note: If no import name is entered, your tab name would be “Copy of + (name of worksheet)”
