This integration allows you to connect the data from Google Sheets with your ActiveDEMAND account and create Custom Dashboard widgets to report on this data.
1. To integrate Google Sheets, select Administration from the left-hand menu and go to Account Settings.
*Note: only Admin users have access to Account Settings.
Scroll down to the Settings menu that will appear to the left and select Integrations.
Click to [ADD APPLICATION].
Insert your email address and hit [SAVE].
You will see Google Sheets appear in the list of your integrations. Click the -> to complete the authentication.
Sign in with Google and click to [ALLOW] access for ActiveDEMAND to your Google Sheets.
2. To create a new Custom Dashboard widget, go to Analytics from the left-hand menu. Switch to Custom Widgets. Click the [+NEW WIDGET] button.
Learn more about creating Custom Report Widgets with ActiveDEMAND.
Select Google Sheets as the Data Source and click [CONFIGURE].
Select the widget type (table or number) and pick the Google worksheet you want to use for this widget.
Select the worksheet you would like to use for this Custom widget and specify the cell range.
*Note: the per sheet feature is to ensure you only have one worksheet selected to expose from your set of Google Sheets when integrating.
In Step 4, you can add a name and description for your Custom Widget, review and publish it.
When published, this widget can be selected and used on your Dashboard.