Connecting Bold BI to Google Sheets data source
What is Google Sheets - Google Sheets is a spreadsheet program which is a collaborative tool for cooperative editing of spreadsheets in real-time.
Connecting to a Google Sheets
Bold BI dashboard designer allows you to connect files which is uploaded in Google Sheets. It supports spreadsheet format files.
To enable this connection, follow the given steps:
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Click the Data Source button in the configuration panel to add a new data connection.
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Click CREATE NEW to launch a new connection from the connection type panel.
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Click Google Sheets connection button in the connection panel.
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New window will appear. Here, select your account or click Connect New Account in the window opens.
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The login window opens to authorize the user. Enter appropriate username and password for your account from which you want to access the Google Sheets data.
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The authorization window opens. Here, click Allow to authorize Bold BI application for downloading your Google Sheets files and view meta data for your files.
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Now, Google Sheets window appears. Set a data source name and choose file as shown in the following image.
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You can schedule refreshes to keep your data on the dashboard up to date using Refresh Settings option and click here to know more.
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Now, click Select and then preview window will appear. Here, you can choose your preferred Tables and Columns.
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Click Connect and you will be navigated to data source designer page. Here, the worksheets/tables are listed in a tree view on the left side of the editing window.
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Now, drag and drop the worksheet/table you want to analyze, and preview the data by clicking Update.
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Click Save to save the data source.
NOTE: When the configured Google Sheets is deleted or renamed from your account, an extract mode data source refresh will get failed and the configured dashboard will still work with the old data.
For more information on the API endpoints available for this data source, refer to their official API Documentation
NOTE: To obtain the client ID and client secret for the Google-related data sources, Refer to the Google OAuth Documentation.
Related Links
Dashboard Designer Walkthrough
How to set up OAuth 2.0 authorization to access Google applications in Bold BI