Coefficient Snapshots simplify capturing a copy of your data by creating a new tab, placing it in a designated area of your spreadsheet, and scheduling it to update automatically weekly or monthly. Snapshots preserve your data at a specific time while the original data import continues to refresh, ensuring your insights stay current. This feature is handy for maintaining historical data to enrich your reports and dashboards.
*This feature is currently supported on Google Sheets only*
Create a Snapshot
You can set up a Snapshot in Coefficient using two methods: through the sidebar or from a new or existing import. Let’s explore each option below.
Snapshot from the Sidebar
This option enables you to set up a new Snapshot from scratch.
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1. Open the Coefficient sidebar and click on the "Automations" button. |
2. Select "Data Snapshot".
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3. Click "Create snapshot". |
4. From here, proceed with the steps for:
Snapshot from a New/Existing
his option allows you to create a Snapshot when setting up a new import or adding one to an existing import.
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1. Open the Coefficient sidebar and select one of your existing imports (e.g., "All Opportunities Report"). |
2. Click "Edit" under the Refresh Schedule section. |
3. Select "Manage snapshot". |
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4. Select "New Snapshot"
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5. Select the snapshot type to proceed. Entire Tab: A Snapshot of the entire tab/sheet will be copied into a new tab. Specific Cells: Specific Cells will be copied and appended to a starting cell within this sheet. |
Next Steps: From here, proceed with the steps for: |
Types of Snapshots
Coefficient offers two Snapshot options: "Entire Tab" and "Specific Cells." Your choice will depend on your goals and the specific data you want to capture in your sheet. Let’s explore each option in detail!
Entire Tab
This snapshot type creates a copy of all the data from the entire sheet in a new tab, exactly as it was at the time of capture.
Examples:
- New opportunities added (Weekly)
- List of all closed deals (Monthly)
- All open support tickets (Weekly)
| 1. Open the Coefficient sidebar and select "Automations".
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2. Select "Data Snapshot" |
3. Click "Create Snapshot" |
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4. Select "Entire Tab". |
5. Select the sheet (tab) from the dropdown that you would like to use for this Snapshot. ℹ️ NOTE: The dropdown will show the names of all the tabs/sheets within your workbook. |
| 6. Next, you will set the Schedule for your Snapshot. Schedule Options:
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7. Snapshots to Retain: Since each new Snapshot creates a new tab, your workbook may become cluttered over time. This option lets you choose how many Snapshots to keep in the workbook before automatically deleting the oldest ones. Example: If you set the retention to 24 Snapshots, once this number is reached, the oldest Snapshot will be deleted to make room for the newest one. |
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8. Coefficient lets you test your Snapshot to ensure all settings are configured correctly. When you click "Test Snapshot," Coefficient will simulate the creation of the Snapshot by adding a new tab to your sheet. |
Congratulations on your Snapshot from an Entire Tab! 🎉
Specific Cells
This snapshot type creates copies or appends your data to a specified starting cell in your sheet at the time it is captured.
Examples:
- Price comparison of your products for inventory monitoring (Monthly)
- Changes made to your deals/opportunities (Weekly)
| 1. Open the Coefficient sidebar and select "Automations".
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2. Select "Data Snapshot" |
3. Click "Create Snapshot" |
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4. Select "Specific Cells". |
5. Select/highlight the cells from your sheet that you want to capture then click Next. ℹ️ PRO TIP: Enable the "Auto Expand Range" option to automatically incorporate new rows and columns into your snapshot tab. |
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6. Destination: Starting Cell - This is the location where your snapshot data will be copied. Snapshot Direction - Specifies how your snapshotted data will be displayed from the starting cell (Append Down, Append to the Right, or Replace Range). |
Snapshot Direction Options: |
| 7. Next, you will set the Schedule for your Snapshot. Schedule Options:
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8. Settings: Preserve source formatting — When enabled, the Snapshot will retain the source data's formatting (font, size, color, etc.). Include timestamp — When enabled, an additional column will show the date/time stamp when the Snapshot was added. |
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9. Coefficient lets you test your Snapshot to ensure all settings are configured correctly. When you click "Test Snapshot," Coefficient will simulate the Snapshot's creation by adding a new tab to your sheet. |
Congratulations on your Snapshot from Specific Cells! 🎉
FAQs for Snapshots
How can I set up my Snapshot to capture data on the last day of the month?
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We understand the importance of capturing Snapshots on the last day of each month, but with varying month lengths—28, 29 (leap year), 30, or 31 days—it can be tricky. The Coefficient team has added special logic to the Snapshot feature to address this. When scheduling your Snapshot, choose the "Monthly" option, and you'll see "Last day of the month" available for selection. |
How will my snapshot tab named after it is created?
The name of your snapshot tab will vary based on the schedule you selected. For example, if your source tab is named "Opportunity," the naming convention will follow this format:
Hourly: "Opportunity - 01 Jan 12:00" (Source Name - DD MMM HH:MM)
Daily/Weekly: "Opportunity -01 Jan" (Source Name - DD MMM)
Monthly: "Opportunity - Jan 01, 2025" (Source Name - MMM DD, YYYY)
My Coefficient import is scheduled to refresh at 9 AM Pacific Time. What time should I schedule my Snapshot to run?
We recommend adding a buffer between your import's refresh schedule and the Snapshot time. For example, if your import refreshes daily at 9 AM Pacific Time, you could set your snapshot to run at 10 AM Pacific Time. This gives your import time to complete its refresh, ensuring that your snapshot captures the most up-to-date data.