Coefficient requires that you connect to a data source (i.e., Salesforce, MySQL, Jira, etc.) in order to pull data into Google Sheets/Excel. Maintaining/managing these data connections is very important and can affect your imports - especially dashboards built on imports using Coefficient.
Managing Data Source Connections
Naming an Additional (New) Connection
FAQs with disconnecting/reconnecting a data source
Managing Data Source Connections
There are 3 actions you can take once connected to a Data Source in Coefficient, “Rename”, “Reauthorize” and “Delete”.
Example: Salesforce
Rename an Existing Connection
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1. Click the Menu from the sidebar. |
2. Select “Connected Sources”. |
3. Look for the connection you want to rename. Click the 3-vertical dots icon and select “Rename Connection”.
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4. Enter a new (unique) name for your data connection. (press Enter to save) |
5. Moving forward, you will now see that name in the list of data source connections. |
Naming an Additional (New) Connection
You can now assign a name to an additional data source connection created in the sidebar. This helps prevent confusion when managing multiple connections from the same system.
Example: Creating an additional connection to MySQL for our "Production" DB.
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1. Click the Menu from the sidebar. |
2. Select “Connected Sources”. |
3. Click "Add Connection" and "Connect" to MySQL. |
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4. Enter your MySQL database credentials and click "Connect". |
5. Enter your desired Connection Name and click "Save". |
Reauthorize Connection
You may wonder why you need to “Reauthorize” your data connection in Coefficient after you have successfully connected to this source. Sometimes, the connection with the data source is broken or disconnected for one reason or another. “Reauthorizing” your data connection will resolve this disruption and allow your imports to start refreshing again.
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1. Click the Menu from the sidebar. |
2. Click “Connected Sources”. |
3. Look for the connection you want to Reauthorize. Click the 3-vertical dots icon and select “Reauthorize” from the options.
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4. Click “Authorize”. |
5. You are redirected to the Salesforce login page. Enter your credentials and “Log In”. |
6. Select “Allow” to continue. If successful, you will be taken back to your spreadsheet.
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Delete Connection
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1. Click the Menu from the sidebar. |
2. Click “Connected Sources”. |
3. Look for the connection you want to Delete. Click the 3-vertical dots icon and select “Delete” from the options.
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4. A warning message will appear. Check the “Got it, please proceed” box and click “Delete” to proceed. |
⚠️NOTE: Deleting the Data Connection will also delete the connection between your imports and that data source. This will result in your imports breaking/no longer refreshing. This action cannot be undone.
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FAQs for Managing Data Source Connections
What will happen to any existing imports if I delete the data source?
All the imports using the deleted data source will stop working and will no longer refresh. The imports will remain broken even if you re-connect to that data source after deleting the connection.
⚠️ NOTE: We HIGHLY recommend checking the imports used on a data source connection BEFORE deleting the connection. You may accidentally delete a source powering a colleague's import/dashboard, and that colleague would need to start over and rebuild from scratch. 😬😭😡
Any broken imports due to a deleted data source must be manually recreated using a new data connection.
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To check how many imports are using a data connection: Navigate to the Menu → Connected Sources → click the ℹ️ icon beside the connected source name and it will reveal the number of imports using that connection.
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