Google Sheets Integration
Use your Google Sheets data directly in clariBI analytics.
Why Use Google Sheets?
Use Cases
- Manual data entry tracking
- Quick data sharing from teams
- Supplemental data not in databases
- Budget and forecast data
- Survey responses
Connection Setup
Step 1: Connect Google Account
- Go to Data Sources > Add New
- Select Google Sheets
- Click Connect with Google
- Authorize access
Step 2: Select Spreadsheet
- Browse your Google Drive
- Select the spreadsheet
- Choose specific sheets to import
- Configure header row
Step 3: Configure Sync
- Set sync frequency (real-time to daily)
- Choose data range (entire sheet or named range)
- Enable automatic structure detection
Data Requirements
Sheet Structure
For best results:
- First row should contain column headers
- Use consistent data types in columns
- Avoid merged cells
- Remove empty rows/columns
Supported Data Types
- Text
- Numbers
- Dates (various formats)
- Currency
- Percentages
Working with Sheet Data
Combining Sources
Combine Google Sheets with other data:
- Join with database tables
- Supplement file uploads
- Add manual annotations
Example Use Cases
```
Budget vs Actual:
- Actuals from database
- Budget from Google Sheets
- Variance calculations in clariBI
Territory Mapping:
- Sales data from CRM
- Territory assignments in Sheets
- Regional analysis combined
```
Real-Time Updates
Live Connection
With real-time sync enabled:
- Changes in Sheets appear in clariBI
- No manual refresh needed
- 5-minute sync intervals
Triggering Refresh
Manually refresh anytime:
1. Go to Data Sources
2. Find your Sheet connection
3. Click Refresh Now
Limitations
Current Limitations
- Maximum 10,000 rows per sheet
- No support for formulas (values only)
- Shared drives require owner access
- Complex formatting is stripped