My Workspace

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The "My Workspace" page offers both a broad overview and in-depth insights into your import's specifics and historical runs. Additionally, you can use this page to monitor your team's subscription and billing status, track user activities, and see a leaderboard of users with the most imports. (Who is #1 on your team? 🏆🥇)

How to access My Workspace?

My Workspace

Spreadsheets

Imports and Run History

Imports

Run History

Team Activity

Plans & Billing

Settings

How to access My Workspace?

1. Open the Coefficient Sidebar and click the Menu (triple-stack icon).

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2. Select “My Workspace” from the list.

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My Workspace

My Workspace consists of navigational tabs on the left and insights in the main pane.

Spreadsheets

The Spreadsheets tab allows you to view (tiles) all the workbooks/spreadsheets that you own or have been shared with you by others. You can change the order by filtering by data source, Last Refreshed, or Alphabetical (by Spreadsheet Name).
ℹ️ NOTE: Deleted spreadsheets may appear in this list. To access a deleted workbook/spreadsheet you will need to remove the file from the Trash in your Google Drive. Screenshot 2023-05-29 at 7.57.03 PM.png

Imports and Run History

Imports

When you click on a tile for a specific workbook/spreadsheet you will be able to see the import(s)’ Details and Run History. Screenshot 2023-05-29 at 8.35.59 PM.png

Run History

The Run History provides detailed insights on the status of your import, the date/time it was refreshed, the type of Refresh Trigger (Manual or Scheduled) as well as the number of Rows and Columns in the last 30 days.

ℹ️ NOTE: The Import Settings is View-Only. To make any changes to the imports, you will need to launch Coefficient and go directly to the import to make changes in the sidebar.Screenshot 2023-05-29 at 8.37.33 PM.png

Team Activity

The Team Activity tab provides insights on the Coefficient users within your team. Key metrics like Total Imports Created, Rows Imported, Rows Exported, as well as the overall team’s stats are showcased here.

ℹ️ NOTE: Deleted imports are also included in these insights within the dashboard.Screenshot 2023-05-29 at 8.19.46 PM.png

Plans & Billing

The Plans & Billing section allows Admins to view information on the plans that are offered, current pricing, FAQs, and a list of licensed users. Screenshot 2023-05-29 at 8.20.12 PM.png

Settings

Here you can update the settings for Coefficient

  • Opt-in/out of Coefficient Weekly Activity Emails
  • Enable Cloud Datasets (Admins ONLY)
  • Enable GPT Features (Admins ONLY)

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