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

        a. If you have IDs for your users in your Google Sheet choose it here, when this is done you can connect your board users to the ID from Google Sheets (integration users)

11. Select which column contains a User name

        a. If you want to display data in Games with avatars, make sure to fill out this field

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 created by navigating to Settings >KPI's, where you go to the Google Sheets integration you have just created.

Dimension

If you want to visualize your data in tables or charts you need to create a dimension based on the column. If you e.g. have a text based field that shows the name of agents, you can create a dimension based on the specific field. 

Learn more about dimensions here.

KPIs

If you have user IDs in your Google Sheet, be aware to set the User to the column that represents the users ID.

Learn more about KPIs here.

Example

This spreadsheet can be visualized in Board for instance in a table in the same format as you have it in Google Sheets. 

If you to visualize several columns from your Google Sheet, you need to create KPIs for numeric column. To showcase this spreadsheet, follow the steps below:

1. Set up the integration
   • ID column set to A
   • Headline Row set to 1
2. Navigate to KPIs and choose the integration
3. Create Dimension
   • Name = Agents
   • Data set = Spreadsheets
   • Field = Agent (A)
   • Save
4. Create KPIs
   • Name = Commission
   • Type = Number
   • Data set = Spreadsheets
   • Field = Commission (B)
   • Action = Sum of Value
   • Click Next and Save
5. Create KPIs for the other columns, remember to differentiate the names and fields

From here you will be able to set up widgets based on the KPIs you created, to showcase the data on your board. If you wish to show the data exactly as the screenshot of the spreadsheet above, follow these steps:

1. Go to Board > select an existing board or create a new board
2. Click Create widget and choose Table
   
3. Choose the datasource 
4. Select the Dimension Agents
5. Add columns
   1. First column = Dimension, adjust the headline to Agents
   2. Choose your KPIs to display data from column B, C and D
   3. Click Save
6. Click Show Board and you will now see a table corresponding to your spreadsheet
7. 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.