Google Sheets Connection
Steps to upload new tables
By clicking on Use Data Connectors, then choose Google Sheets, you can link your Google Sheet files to Presight.
Signing in to Google to continue connecting:
Required format for CSV Upload:
The table needs to contain at least one ID column and one Date column;
ID column needs to contain unique values only;
Column names need to be unique;
Date format must be in YYYY-MM-DD.
If you wish to create numerical metrics, you need to make sure that the columns are formatted with Number. If there are Null or Blank cells in the metric columns, please fill them with number "0".
You will need to select a File, indicate a Sheet and the Header Row
Then, a review file will appear and you will need to Select ID Column, then click Upload to Presight
After successfully connecting, you can view your new table and dimensions from the table at Data Hub.
Join the Date column of your transactional tables to Date column of Presight's Dimdates table. Then, you can start creating metrics.
Instructions for joining with the Dimdates table, creating metrics and editing dimensions in the documentations below:
Steps to update data for existing metrics with Google Sheets Connection
Your data will be automatically synced every 24 hours at 12:00AM. Everything you add in your Google Sheets can be seen on Presight. You can request for more updating times per day or choose another updating time via email support@presight.io.
Required format for Updating Google Sheets Tables:
ID column, Date Format, Column Name and Column Format should remain the same during the connection time.
New Columns cannot be updated. If you have new columns or you change the column name in your table at Google Sheets, you need to upload it as a new table.
The new table will overwrite all contents of the existing table.
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