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?
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1. Open the Coefficient Sidebar and click the Menu (triple-stack icon). |
2. Select “My Workspace” from the list. |
3. A tab will open showing all the available options that can be found under "My Workspace".
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.
ℹ️ NOTE: Local Excel files will not be included in this list, due to Excel limitations.
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.
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.
Datasets
The Datasets tab lets you view all Cloud Datasets you’ve created or that have been shared with you. You can use the search bar to quickly find a specific dataset, or filter the list by selecting Owned by me or Owned by anyone.
Datasets can also be sorted by Last Refreshed or in Alphabetical order to help you locate what you need more easily.
ℹ️ NOTE: You can create a new dataset by clicking the "New Dataset" button in the upper-right-hand corner. To learn more about creating datasets, you can follow the steps here.
Accessing Cloud Datasets
1. Select the desired dataset from the list.
2. A new page will open that allows you to see the cloud dataset's data, refresh it, and access its source spreadsheet.
Team Activity
The Team Activity tab provides insights into 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. You can sort the User Activity table by the Total Imports Created, Last Import Refreshed, or Alphabetical.
Admin
The Admin section is only available to users designated as the Coefficient Administrator for their domain. This section allows administrators to manage and monitor team activity within the Coefficient platform.
To learn more about the Admin page and its features, please refer to this article.
ℹ️ Note: If you need access to information found in the Admin section, please reach out to your domain’s Coefficient Administrator for assistance.
Invite Coworkers
The Invite Coworkers tab lets you invite colleagues to get started with Coefficient by sending them an invitation link. To send an invite, enter the user’s email address, customize the message, and click Send Invites. You can also select Copy invite link to share the invitation directly. ✉️
Plans & Billing
The Plans & Billing section allows Billing Administrators to view and manage their domain’s subscription and payment details. From this page, administrators can manage the Coefficient subscription, assign or remove user licenses, and update billing information.
Subscription Plan
Change Plan: This option lets you update your current plan and billing frequency directly in the Plans & Billing section. If you are on a Team or Enterprise plan and need to make changes, please contact support@coefficient.io for assistance.
Manage Licenses: This option allows you to assign and manage user licenses for your subscription. You can also designate multiple users as plan managers, giving them access to manage the subscription as needed.
Payment & Billing
Manage Plan: This option allows you to update your payment method, billing frequency, billing information, and billing contact details. If you’d like invoices sent to a different email address, update the Billing Contact section with the new email address and save your changes.
Settings
Here, you can enable or disable the option receive the weekly activity emails sent by our team.