Establish Connectivity to Google Sheets

This article describes how to connect to Google Sheets in order to load data into Datasets and Reports in Metric Insights.

PREREQUISITE

1. Access Admin > Data Sources

At the bottom of the screen click [+ New Data Source].

The Select the Type of New Data Source pop-up opens.

2. Select Type of New Data Source

Select "Other" Data Source Type and choose "Google Calendar" from the drop-down list

 

  1. Select "Other" and choose "Google Sheets" from the drop-down list

Next step

3. Provide the Required Parameters

  1. Data Source Name is defaulted but you may modify it
  2. Client ID: enter the Client ID Token for authentication
  3. Client Secret: input the Client secret
  4. [Save]: you need to save your settings before you can get the Token
  5. Click [Get Token]. The token will be provided only for a specific Google account, so the system will prompt you to select the account you want to use.

4. Select your Google Account

On the Google sign-in pop-up, select the account for which the Token will be generated.

5. Allow Access to your Google Account

  1. Click [Allow]

After accepting access request from Metric Insights, you will be provided with a Token.

 

6. Advanced Configuration

Having obtained the Token, you can configure Advanced Parameters.

  1. Use Remote Data Collector: is set to "no" by default
    • If required, switch to "yes" and add a Remote Data Collector by clicking [+New Remote Collector] under Remote Collectors settings
  2. Generate Object List 
    • automatically: all Reports are going to be fetched by the system
    • manually: Reports may be added one-by-one or via CSV file
  3. Object List Refresh Trigger: from the dropdown, select the Trigger that will be used to fetch data via the Google Sheets plugin
  4. Object Selection Method: specify how Google Sheets Reports will be fetched
  5. Optionally, state the maximum number of concurrent Threads to utilize during data and/or image fetch to be used in background processing when the system updates Reports for this Data Source 
    1. If you do not specify any value for this setting, batch data collection processing will be single-threaded

7. Other Settings

Other Settings
  1. You can create Datasets or Elements directly from the respective tabs
  2. Click Permissions to assign permissions to the Data Source to Groups or Power Users

8. Additional Parameters

An additional parameter, numberOfRetries, can be configured for getting objects from Google Sheets.
Access Plugin Config page at https://<hostname>.com/admin/plugin-config/.

The default numberOfRetries = 3.

What's next?

How to collect data from Google Sheets