How to create a dashboard using Google Sheets data?

Google Sheets is a great tool allowing marketing experts to include their own data coming from all kinds of sources into DashThis.

Even though DashThis doesn't offer a Google Sheets native integration (yet), we got you covered with the CSV Files. You can export your Google Sheet data and upload it in DashThis by using our CSV file uploader feature.

  1. Get your Google Sheet ready
  2. Export your Google Sheets data in a CSV file
  3. Define your CSV Template in DashThis
  4. Schedule an automatic CSV file sending

1- Get your Google Sheet ready

 

First of all, you need to make sure that you have entered all the necessary information in your Google Sheet and that the data is ready to be imported into DashThis.

  • Add a Customer ID cell in your document.
    The Customer ID is the name of your file and will be used by DashThis to identify the right data to import in your dashboards.
    Ideally, it would be located at the top of your document and in an isolated cell.



  • Make sure your different metrics are displayed as columns, and your dimension values are displayed in each row of your sheet.
    While creating your CSV Template, you'll need to identify your KPIs to help DashThis import the right data.

2- Export your Google Sheets data in a CSV file

 

To export a sheet in a CSV file, you simply need to click on "File", then "Download" and, finally select the "Comma-separated values" format.

 

3- Define your CSV Template in DashThis

 

You're almost done. Now, all you need to do is define the file template as you would for any other CSV file. Here's how.

 

4- Schedule an email sending of your file

 

Google Sheets benefits from plenty of add-ons that you can use to better handle your files.

The "Schedule and Send Emails" add-on is the one you need here to scale up your Google Sheets reporting. Don't worry, it's free!

With this add-on, your custom data will automatically be sent to your DashThis dashboards on a regular basis.
The only thing you need to worry about is to update your Google Sheet file when you need it, and that's it!

 

Here's how to get there:

  • Download the "Schedule & Send Emails" add-on and open your Google Sheet file.
  • Open the "Add-ons" dropdown menu in your Google Sheet file.
    You should see the "Schedule & Send Emails add-on. Click on "Manage schedules"

  • A panel will open on the right side of your file. You should have one "New Schedule" already displayed in the panel. Click on "Edit".

  • Configure the different settings of the email scheduler to select the right data to send, to which email, and when.
    • First, make sure that you choose the CSV format in the "export settings".

    • Then, specify to which email address the file must be sent regularly, corresponding to the email address of the CSV template you've created before.
      To get it, go back in DashThis to the CSV Files Manager, select the related CSV template, and click on "Send by mail".

      Copy the email address and paste it in your Google Sheets email scheduler.

    • Finally, choose the frequency at which you want to send your Google Sheets data into DashThis.

  • Enable your schedule, and you're done! 💪

 

If you have any questions or need help in this process, don't hesitate to contact your Product Specialist.