Our Google Sheets integration allows you to use any data you want in your reports, allowing you to report on sources not (yet) supported by Swydo.
Spreadsheet requirements
There are a few requirements the spreadsheet needs to comply with in order to be used in Swydo reports:
Use a regular spreadsheet format. Things such as multi-row/column cells, etc., are not supported.
The first row needs to contain the names of the fields. This way, Swydo can automatically recognize the fields in your sheets and create metrics & dimensions from them.
You cannot have fields with the same name. If you do have columns with the same name, rename one of them so all of the names are unique.
Make sure numeric and date(time) spreadsheet rows are formatted. Based on the formatting you're applying in your spreadsheet, Swydo will automatically apply formatting in the report.
To check if your field is formatted correctly, click "format" -> "Number." For dates, make sure one of the date options is selected. For currencies, one of the currency options should be used. For percentage-based fields, select "Percent."
If your spreadsheet meets all of the requirements, you can start using it in Swydo!
An example of a valid spreadsheet can be found here.
Adding a widget with your spreadsheet data
To get started, you must first add your Google account as a Google Sheets connection. Head to your client to connect the data source.
Go to your report and add a new widget. After selecting "Google Sheets" as the integration to use, you'll be prompted to choose a data source. Select your Google Sheets connection, and choose which spreadsheet you want to use. After selecting that, the worksheets available in your spreadsheet will become available to choose from:
Select your worksheet and click "Save data source."
Widget settings
After adding your data source, select one of the available widgets. A popup will appear with the following settings to customize your widget:
Data Source: Select the data source you want to use for your widget.
Date Range: Select a date range to use for the widget from predefined options and enable/disable comparison for the widget. There's also a "Date range field" option available, which is further explained below.
Presentation: Change the title and visualization of the widget.
Dimensions & Metrics: Choose the dimensions and metrics shown in the widget, how many rows should be shown, and how the widget should be sorted.
Filter: Add filters to the widget to show more specific statistics.
Date range field
On the date range tab, besides the ability to change the date range, there's also the option "Date range field" available. This setting lets you say which field the date range options should refer to. So, if you select "last month," it will check that field to find the rows with data for that month.
Note that only fields formatted as "Date" will appear as valid date range fields. So, if no fields show up, ensure your spreadsheet's date field is formatted as "Date."
If you don't want to use a date range field, you can set the "Date Range" option to "No date range" to just use all data from your spreadsheet:
Refreshing the fields
If at any point you make changes to your fields, you will need to refresh your Google Sheets data source to ensure the changes are taken over. To do this, hover over your data source at the right-side panel, click on the "more options" button, and then look for the data source. Look for the three dots at the right side of the data source name and click on the "Refresh fields:
Once done, a message will appear at the top right of your screen informing you whether the refresh was successful or not.
Still need help after reading this article?
Please explore our help center further or contact our support team (support@swydo.com). You can also schedule a demo to get an answer to all your questions
Happy reporting,
The Swydo team