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Google Sheets KPI Dashboard Software

Google Sheets
Dashboard and Reporting Software

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Google Sheets is a web-based spreadsheet program offered by Google, providing a collaborative platform for creating, editing, and sharing sheets. It allows data entry, calculations, charts, and can be accessed with ease on multiple devices.

Turn your Google spreadsheets into powerful dashboards.

Google Sheets allows users to edit, organize, update, and analyze business data from a wide variety of sources. Like any spreadsheet, it allows you to use built-in formulas, pivot tables, and conditional formatting to gain new insights and share them instantly with your team. Google Sheets also has built-in charts you can use to visualize your data, but there is no way to easily combine charts into a cross-functional dashboard or report. That’s where Databox shines.

You can use Databox with Google Sheets to create beautiful and insightful visualizations of your data. One of the key benefits of Databox is its ability to combine multiple data sources in one place. You can pull data from multiple Google sheets or ranges within them to create custom dashboards showing the most important KPIs for each segment of your business or each initiative you undertake. The Google Sheets integrations with Databox makes it easy to select the data you want from multiple sheets and ranges, choose the right way to visualize the data, and design your dashboard with just a few clicks. You can size and arrange each dashboard metric to tell your data story in the most compelling way.

Category: CRM & Sales Vendor URL: google.com/sheets/about

  • Tech details
  • Behaviour & usage
  • Handling errors
  • Help Articles

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        Basics

        • Category
          Spreadsheets
        • Description
          Google Sheets is a web-based spreadsheet program offered by Google, providing a collaborative platform for creating, editing, and sharing sheets. It allows data entry, calculations, charts, and can be accessed with ease on multiple devices.
        • Status
          stable

        API Details

        Metric Builder

        • Metric builder available
          Yes
        • Tabs
          Spreadsheets
        • Why is the data in duration format different in Databox in comparison to the file?

          To ensure compatibility with Databox, durations formatted as [hh]:[mm]:[ss] should be converted into seconds in your spreadsheet, as Databox only recognizes time durations in seconds. After conversion, Databox will automatically aggregate the time into minutes and hours based on your selected format. You can learn more about how to convert durations to seconds in your spreadsheet here.

        • Why dates and numbers are not picked up correctly in Databox?

          This issue may arise if your spreadsheet’s locale settings don’t match the format used in the cells. Date and number formats vary across regions, so adjusting your file’s locale settings ensures that the date and number formats align with your region. This leads to a consistent and clear presentation of dates and numbers in Databox.

          For example, consider the date December 5th, 2023:

          • In the United States, it’s typically formatted as 12/05/2023 (MM/DD/YYYY), where the month (December) comes first, followed by the day (5th), and then the year (2023).
          • In many non-US regions, such as the UK or Europe, the same date would be represented as 05/12/2023 (DD/MM/YYYY), with the day (5th) first, followed by the month (December), and then the year (2023).

          Learn more how to modify your spreadsheet locale settings here.

        • What is the size and cell limitation for Google Sheets?

          For Google Sheets, Databox does not enforce file size or number of cells limits. However, Google does have limits in place for their API. Google allows 10 MB file downloads and the files themselves have a 10 million cell limit. A Google Sheets file exceeding either one of those limits will not work in Databox.

        • Vertical (columns) and Horizontal (rows) orientation in sheets

          In a spreadsheet, vertical orientation means organizing data into columns, where each column represents a specific category or attribute, and individual entries or records are placed in rows within these columns.
          In horizontal orientation, data is organized across columns, with each column representing a unique entry or category. Specific information within those entries is then arranged vertically, with different rows containing various attributes or details for each entry.

          In Databox:

          • Vertical orientation is required for the Metric Builder Wizard.
          • Horizontal orientation is supported only for manual metric setup (without the Wizard option).
        • Values for cells with #DIV/0 returned as number 7

          Databox requires that the value in a cell is defined as a number and when a cell displays #DIV/0 (divide by zero) error, the value assigned to this in Databox is number 7.

          We advise users to handle division by 0 in their sheet directly. There are multiple ways to do this, here is an example:
          How to Remove #DIV/0! in Google Sheets

        • Values are incorrectly associated with specific dates

          This issue may occur if dates are not correctly entered in the cells. Dates should be formatted as complete dates, including the day, month, and year, rather than just the month and year or only the month. For detailed guidelines on proper date formatting, refer to the ‘Requirements regarding date formatting’ section in the Behavior & usage tab.

        • Requirements regarding date formatting

          We strongly recommend ensuring that all dates in your spreadsheet are recognized as dates—either automatically, based on locale settings, or manually by applying custom date formats that override locale settings. This approach greatly reduces the likelihood of encountering issues later on.

          If a date string is not recognized by the document, Databox will attempt to validate it against common standards like ISO 8601 and RFC 2822.

          We recommend adopting popular date formats, such as:

          YYYY-MM-DD
          MM/DD/YYYY
          DD/MM/YYYY
          December 4, 2023
          4 December, 2023

          In this help article, you can learn how to check if a date format is properly set for the usage in Databox.

        • Long loading times in Metric Builder

          Google Sheets files large in size and by number of cells and using additional styles/formatting/images in worksheets can cause longer loading times in the Metric Builder. In such cases, users are advised to:

          – Remove all images from file.
          – Split the file into several smaller files and connect them separately to Databox.
          – Remove any custom cell formatting (fonts, styles, alignment, colors).
          – Deduplicate and aggregate values wherever possible.
          – Remove any unused sheets/ data.

        • Location, visibility, and permissions of the file can disrupt the connection with Databox

          Changing the location, visibility, or permissions of your Google Sheet file can disrupt its connection with Databox. It’s essential to avoid making these changes once the connection has been established.

          Altering visibility, locking sheets, or modifying file permissions is comparable to changing the lock on a door—the ‘key’ previously provided to Databox will no longer work. This can result in a loss of access and inaccurate data appearing in your reports.

          If adjustments are necessary, ensure you reconnect the file in Data Manager afterward to restore proper access.

        • I am using custom script to update Google Sheets data, but metrics in Databox are not updated

          Updating Google Sheets via automated scripts typically does not update the document’s last-modified date. As a result, Databox cannot detect changes or download the latest sheet and cell values. To address this, we recommend adding a Google Apps Script to your Google Sheet. This script will automate the process of refreshing the document at regular intervals, ensuring the timestamp reflects the most recent updates. By doing so, you can ensure that the latest changes in your Google Sheet are properly synced with Databox.

          See prepared code and further explanation in the article How to refresh a Google Sheet using Google Apps Script.

        • How often does Google Sheets data sync with Databox?

          The sync schedule frequency in Databox depends on several factors, including the Databox plan and account activity, as detailed in this article.
          At the scheduled sync time, our system first checks if the source Google Sheet has been updated since the last data fetch by examining the document’s last modified time provided by Google Drive’s API.

          • If the last modified time is more recent than our previous check, the system downloads the document in .xlsx format and analyzes its contents to update the metric’s values with the most recent data.
          • If the last modified time remains unchanged, the document is not downloaded again, and the previous data will continue to display in the app.

          Google automatically updates the last modified timestamp based on certain criteria, though these are not fully disclosed. We have identified some scenarios where Google may not update the timestamp or may combine multiple changes under the same timestamp. These include but are not limited to:

          • Submissions through Google Forms
          • Function recalculations (e.g., NOW(), RAND())
          • Changes made via APIs (e.g., third-party integrations, scripts)

          These behaviors can result in updates not being detected by our system during sync. To address this issue, consider the following solutions:

          1) Manually Refresh the Document: Open the Google Sheet in your browser. This action will trigger formula recalculations and capture any new changes, thereby updating the last modified timestamp.

          2) Automate Updates with Apps Script: Set up an Apps Script as described in this article. This script will periodically update the document, ensuring that the timestamp reflects the latest changes automatically.

          3) Automate Data Updates with Zapier: Use Zapier to add or modify data in the document at regular intervals. This keeps the document refreshed and ensures the timestamp accurately represents the most recent updates. Detailed steps can be found in this article.

        • Google accounts limitations for connected data sources

          Google imposes a limitation where a single user can have a maximum of 100 active Google data sources at any given time. This includes all types of sources combined, such as Google Sheets, Google Ads, Google Analytics 4, and others.

          If this limit is exceeded, the oldest connected data sources will automatically disconnect when new ones are added.

          Recommendations to Avoid Hitting the Limit:

          1) Create Additional Google Users:

            • To manage more data sources, Databox recommends creating additional Google accounts and using these accounts to connect new data sources.
            • For example, create a new Google user after every 85 data sources connected to provide a buffer and avoid reaching the limit.

          2) Establish New Connections:

          By distributing data sources across multiple Google accounts, you can effectively bypass the 100-source limitation while maintaining uninterrupted service.

        • Filtering spreadsheets data after it is imported into Databox

          In some cases, users may want to apply filters to their reports to include or exclude specific data, helping them focus on the most relevant information for their analysis. However, Databox currently does not support filtering data after it has been imported. As a result, any necessary filtering must be done directly in the spreadsheet before creating the Metric in Databox.

          Powerful tools for extracting specific subsets of data from a sheet, table, or range of cells include the QUERY() function in Google Sheets and the FILTER() function in Excel. Learn more about how to use these functions here.

        • Empty file sheet/tab is displayed in Metric Builder preview

          Check if the sheet/tab contains a Pivot table. Pivot Tables are not currently supported and cannot be synced with Databox, hence they will appear empty in Metric Builder.

        • Duplicated dimensions with the same name appear on datablock

          Sometimes, spreadsheet entries contain extra spaces, which can create duplicates. For example, you might have two dimensions: ‘Closed Won’ (without a space after the ‘n’) and ‘Closed Won ‘ (with a space after the ‘n’). Although they may look identical in Databox, they will appear as two separate dimensions because the system treats spaces as characters, recognizing them as distinct entries.

          Users can use the ‘Find and Replace’ feature in their spreadsheet to correct dimension names. For example, they can replace ‘Closed Won ‘ (with a space) with ‘Closed Won’ (without the space).

        • Do macros update the ‘Last Edit’ information in Google Sheets?

          Using macros from the ExtensionsMacros menu in Google Sheets will update the Last Modified Time timestamp, thereby triggering data syncing with Databox.

        • While adding new Google Sheets data source, the error ‘The domain administrators have disabled Drive apps’ is displayed

          As outlined in this Google article, this error occurs when the Google user’s domain policy restricts the app from accessing Drive.

          To resolve this issue: 

          1) Inform the Google user that their domain policy prevents the app from accessing files in Drive.

          2) Advise the Google user to contact their domain administrator and request that access for the app be granted.

        • ‘This is not a valid A1 notation’ error message in Metric Builder – custom metric can not be previewed and saved

          If the special characters ‘!’ and ‘:’ are used in the sheet tab name of the Google Sheets file, custom metric can not be saved or viewed because those are characters reserved for A1 notation.

          This can be resolved in two ways:

          1) rename the sheet tab, so that the tab name will not use any of the two characters (!, : ), or

          2) if the data from the same tab is also used in formulas in other tabs or other Google Sheets files, duplicate / replicate the same tab as a new worksheet tab with a different name (one that does not use any of the two characters). Replication can be done by using: =, arrayformula(), importrange() or copy/paste if no new data will be added/updated.

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