With the integration to Google Sheets we can showcase data which updates every 5 minute.
With formulas in Goggle Sheets we showcase the end value
Set up data source
To set up the Google Sheets integration with Board, simply follow these steps:
1. Go to Settings > Integrations
2. Click on Add integration > Select Google Sheets
3. Optionally, name the data source, e.g., if you have multiple data sources of the same type
4. Enter the full address of your Google Spreadsheet.
Example: https://docs.google.com/spreadsheets/d/abcdef123456
5. Enter the name of the sheet to fetch data from. (Leave empty to automatically select the first sheet)
6. Select which column should be treated as an ID? (Leave empty to use the row number)
7. Set which row we should be treated as headlines. (Leave empty if there is no headlines in the spreadsheet)
8. Select a coloumn that should be treated as an ID (leave empty to use the row number)
9. If you have a column with a timestamp select it here
10. Select a column for User ID if you have one
11. Select which column contains a User name
12. To set up the integration with Google Sheets, we use OAuth 2.0. This ensures a 100% correct integration based on the rights of your Google user
a. Click start integration
13. Click "Check credentials". If it returns green, the connection to the data is successful.
14. Finish by clicking Save
We only display numbers from Google Sheets, except for the username, which may be specified in Step 11. If you have additional text, it can be used for creating dimensions.
Set up Dimension and KPIs
When you have set up the integration the next thing to do is to set up dimensions and KPIs in order to create a Board with data from Google Sheets. These are create by navigating to "Settings >KPI's" selcet the Goggle Sheets integration you have just created.
Dimension
Dimensions are created by doing as follows:
- Click the blue "Dimensions" button
- Then click "+Create dimension"
- Give a descriptive name to your dimension
- Optionally give a description to the dimension
- Select which data set that should be the source for the dimension
- Finally select which field the dimension shall collect data from
- "Save"
You can create as many dimension as you wish
Dimensions are used to help categorize a table widget. Learn more about dimensions here.
KPIs
- Click the green button "+Create KPI"
- Give a descriptive name for your KPI
- Optionally give a description to the KPI
- Choose between 3 types for your KPI "Number - Time - Date & Time"
- Select a data set as a source for your KPI
- Select the field the KPI shall collect data from
- Select an action that defines the KPI. This differs according to the type that has been chosen
- Select which time-field your KPI will use to search data from. Leave empty if standard field should be used.
- Select which field that should identify the user. Leave empty if standard field should be used. "
- Optionally set up conditions for the KPI
- Save
Example
This spreadsheet can be visualized in Board for instance in a table in the same format as you have it in Google Sheets. Whenever a change is occuring we will update it in Board every 5 minutes. If you add more columns more KPIs will need to be created.
To showcase this spreadsheet follow the steps underneath the picture.
- Set up the integration
- ID column set to A
- Headline Row set to 1
- Navigate to KPIs and choose the integration
- Create Dimension
- Name = Agents
- Data set = Spreadsheets
- Field = Agent (A)
- Save
- Create KPIs
- Name = Comission
- Type = Number
- Data set = Spreadsheets
- Field = Comission (B)
- Action = Sum of Value
- Click Next and Save
- Create equal KPIs however differentiate the names and fields
From here you will be able to add the data to a board. If you wish to show the data exactly as the spreadsheet do as follow:
- Go to a board
- Add a table
- Choose the datasource
- Select the Dimension "Agents"
- Add columns
- First column = Dimension, adjust the headline
- 1, 2 and 3 column choose the other 3 KPIs
- Click "Save"
- Show Board and you will now see a tabel corresponding to your spreadsheet
- You can also set up gamification with data from Google Sheets. Learn more about gamification here.
We can also showcase a Google Sheet as a URL in a slideshow. Learn more about slideshows here.
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