Coefficient Snapshots effortlessly generate a new tab on a weekly or monthly basis, providing a snapshot of your data at that particular moment while the data import continues to refresh - continuously bringing in fresh insights as required.
Creating a Snapshot
When you create an import, you will be prompted to schedule the data to refresh, if you schedule the import to refresh you will see the first screenshot below, if you choose not to schedule the import to refresh - you can still set up a Snapshot from the second screenshot (below).
ℹ️ NOTE: Snapshots are only supported with Coefficient imports.
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Setting up a Snapshot after a Scheduled Refresh is set up. |
Setting up a Snapshot from the import sidebar.
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Types of Snapshots
Snapshots can be scheduled for a specific Day of the Week or Month.
WeeklySelect the option for "Weekly" and the day of the week (Sunday through Saturday) you would like your Snapshot captured.
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MonthlySelect the option for "Monthly" and the date you would like the Snapshot captured. ("1" would be the first day of the month, and since the last day of the month varies we added "Last Day" to simplify things. |
FAQs for Snapshots
What time are Snapshots captured?
Snapshots are created at 1 AM based on the timezone of the user that set up the Snapshot. If I am located in the Pacific Time Zone and set up my Snapshots to run weekly on Mondays - my Snapshots would be created every Monday at 1 AM PT.
I need my Snapshot to capture data on the last day of the month. How can I set this up?
Create a Monthly Snapshot and in the day dropdown, select “Last Day”.
Does my import automatically refresh before my Snapshot is captured?
If the import is set to refresh at the same time as the snapshot (1 AM), Coefficient will refresh your import before creating the Snapshot of your data. If your import is not scheduled to refresh at that time (1 AM) - then we will create the Snapshot of your data as is.