Where does a refreshed report live?
The copy lives in your Google Sheet or Excel workbook. Pick a supported source and choose which fields should appear. For scheduled Excel refreshes, Coefficient says the workbook must be saved to OneDrive.
What can a refresh overwrite?
Coefficient rewrites the imported data during a refresh. Keep notes, corrections and formulas separate from the imported area. When importing from another Google Sheet, Coefficient says it pulls the values, leaving the original formulas in the source.
Check the refresh result when the source returns fewer rows. Treat the source as the place to correct a value that needs to survive future refreshes.
What limits should you compare for a recurring report?
Check the allowed size of one import, the number of refreshes per month and how often a schedule can run. The current plan page lists daily automatic refresh on Starter and hourly on Pro. Export and write-back have their own plan limits.
Can you keep the values when you stop the connection?
Coefficient documents removing the import while keeping its data in the spreadsheet. Before removing anything, save a copy and check which option is selected. Keep source details, selected fields and workbook formulas separately if someone needs to recreate the refresh.
How do you keep a handwritten note through a refresh?
Draw a fictional sales sheet with one imported tab and one notes tab. Use no account, integration or real spreadsheet.
- Label the refreshed areaDraw two imported order rows and label that area as rewritten.
- Place a note outside itAdd a separate note keyed to one order ID.
- Imagine a smaller refreshRemove the second order from the source and draw the new report. Check that your note has not been overwritten.