For the complete documentation index, see llms.txt. This page is also available as Markdown.

Preview Data

Preview data and transformation (Data sets) allow you to have more control over your data, helping you to ensure its accuracy and consistency, which is essential for successful data analysis and reporting.

Preview data

This preview feature allows users to view their data before exporting it into the spreadsheet or table, giving them the opportunity to detect any issues or inconsistencies before it is exported.

How to preview data?

spinner
  1. Once you complete the source configuration, you’ll see the option to preview and transform your data:

  2. When you click on it, Coupler.io returns a window with two or more tabs (depending on how many sources you have enabled). The Preview results tab will show the data values that will be imported into your destination file. If the data does not need any transformation, you could click on Proceed and continue setting up your importer.

What are Data sets?

Data sets let you transform and organize previewed data before exporting it. You can manage columns, filter and sort rows, combine sources, add custom formula columns, and format data types.

You can pin the key data set you'll most likely want to export or work with:

circle-question

Why it matters?

  • The pinned data set represents the "end product" of your transformations: the key insights or reports

  • It is prioritized in the interface, so you can find it easily

Last updated

Was this helpful?