Coefficient allows you to import existing sheets from your Google Drive. You can choose between a specific tab from your sheet and filter the data before import. 🙌🏻
Schedule your Import, Snapshots, and Add Automations
Connecting to Google Drive
Before completing your first import, you will need to connect/authorize Coefficient to your Google Drive.
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files".
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3. Select "Google Sheets" from the list.
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4. Click "From Google Drive". |
5. “Authorize” Coefficient to connect to your Google Drive. |
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6. You will be redirected to a new page, select the account you want to connect from. |
7. Click the "Allow" button to give Coefficient access to your data. |
8. From here, you can select the Sheet(s) you would like to import.
Import from My Drive
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1. Open the Coefficient Sidebar and click on the "Import from" button. |
2. Click on "Files". |
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3. Select "Google Sheets" from the list. |
4. Click "From Google Drive". |
5. A new pop-up window will show that allows you to select your file from the ‘My Drive’ tab.
ℹ️ NOTE: You can also import files that are shared with you from the ‘Shared Drives’ or ‘Shared with me’ tab on the window selection.
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6. Customize your import by selecting a Tab and Range of cells. Make sure to specify if you want to designate a Header or “None”. |
7. Further customization can be done to this import by rearranging the column order, adding filters, or sorting the data before import. Note: If no import name is entered, your tab name will be “Copy of + (name of worksheet)” |
8. Check the “Preserve formatting” box to apply the same style and format from your source sheet to this new import. (This can be cell highlights, text coloring, borders, etc)
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9. Congratulations on your first import from another Google Sheets file! 🎉
ℹ️ NOTE: Conditional formatting will apply when the “Preserve formatting” option is enabled. (Data Validation, Cell Notes, and Comments are not supported by this feature.)
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:
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FAQs for Google Sheets
If my original sheet has formulas on some columns, will it be copied over?
Coefficient will import the values and not the formulas from your source sheet. As a workaround, you can use the IMPORTRANGE() function.
I am having trouble importing from Google Drive. What steps can I take to resolve this?
There are a few things you can try:
- Confirm that you have “Editor” permissions for the sheet (Important with Shared Sheets). If you do not have “Editor” access, request this from the owner of the Sheet. Then try importing again.
- Confirm that the Sheet you are trying to import does not have any custom restrictions/protected ranges/Sheets. (Protected Ranges will block scheduled import refreshes)
- Verify if the owner of the sheet has an active Google account. (Google Rules and Permissions apply)