Connecting Bold BI to Google Sheets data source

What is Google Sheets? Google Sheets is a spreadsheet program that serves as a collaborative tool for editing spreadsheets together in real-time.

Connecting to a Google Sheets

The Bold BI dashboard designer allows you to connect files that are uploaded in Google Sheets. It supports files in spreadsheet format.

To establish this connection, follow the steps below:

  1. Click on the Data Source button in the configuration panel to add a new data connection.

Data Source panel

  1. Click CREATE NEW to launch a new connection from the connection type panel.Create Data source

  2. Click Google Sheets connection button in the connection panel.Google Sheets icon

  3. A new window will appear. Here, you can select your account or click on Connect New Account if the window opens.Connect to account

  4. The login window opens to authorize the user. Please enter the appropriate username and password for the account you wish to use to access the Google Sheets data.

Sign in

  1. The authorization window will open. Click Allow here to authorize the Bold BI application to download your Google Sheets files and view the metadata for your files.Allow Access

  2. Now, the Google Sheets window appears. Set a data source name, Choose the Extract Engine and choose the file as shown in the following image. File Storage

  3. You can schedule refreshes to keep the data on your dashboard up to date by using the Refresh Settings option. click here to learn more.Refresh Settings

  4. Now, click Select and then preview window will appear. Here, you can choose your preferred Tables and Columns.File Preview

  5. Click Connect and you will be directed to the data source designer page. Here, the worksheets/tables are listed in a tree view on the left side of the editing window.

  6. Now, drag and drop the worksheet/table you want to analyze, and preview the data by clicking Update.Data Preview

  7. Click Save to save the data source.

NOTE: If the configured Google Sheets is deleted or renamed from your account, the refresh of the data source in extract mode will fail, and the configured dashboard will continue to 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.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Google Sheets Integration

How to set up OAuth 2.0 authorization to access Google applications in Bold BI

Create and Embed Dashboards with Google Sheets Data