New Feature: Google Sheets Table Widgets
As we work our way down the list of most highly requested features - implementing as many of them as we can - one specific category of feature keeps showing up in the list again and again:
Custom data options.
You guys have told us that you want to pull in data from spreadsheets and from custom 3rd party APIs, and that you want to be able to format that raw data into visualizations as rich as the ones that we offer now.
We're listening, and we get it. Custom data visualizations have become one of our major initiatives that will take us into 2019 and beyond.
The biggest changes are still quite a ways out. But in the meantime, we'll be rolling out smaller features that embody the spirit of what our customers are asking for as often as we can.
And to that end, we're thrilled to announce the release of Google Sheets Table Widgets for our client marketing dashboards.
As you're probably aware, we've supported full Google Sheets embeds in our automated PDF reports for quite some time.
This option allowed customers to display any custom data from a Google Sheet in their automated client reports.
After we rolled out our updated and modernized client marketing dashboards back in January of this year, usage of the dashboards skyrocketed, and we started receiving more requests (ok, some of them were demands!) for the option of including custom data from a Google Sheet right within a marketing dashboard widget.
We quickly added those items to our (already ambitious!) development schedule, and first rolled out a custom text widget, then a Google Sheets-based "Stat" style widget just a few weeks ago. That widget was fairly basic, and offered the ability to display the contents of a single call from a Google Sheet within the dashboard.
The widget that we've rolled out today is more feature-rich, and mirrors the functionality from the PDF reports. You can now embed an entire Google Sheet into a "table" widget in your client marketing dashboards.
Let's do a quick walk through:
To add a Google Sheets Table widget, you'll first need to connect the Google Sheets integration to the campaign in question. You'll find instructions on this step here, in our Knowledgebase.
Next, click "Add Widget"
Then, drill down through "Misc"...
...and finally select "Table", and click "Add Widget".
The widget will then be added to the dashboard, but you're not done yet! Next, make sure that your dashboard is in "edit mode", and click the "gear" icon on the widget that you just added:
Finally, select the sheet from your Google Drive account that you'd like to embed, and click "Save Settings":
Then, just as with any other widget, you can move it around, change the size, and so on.
Check out this Knowledgebase article for further instructions on working with the new Table widgets.
Note: All of our Google Sheets features support a single spreadsheet with one tab only. Additionally, we recommend deleting all blank rows/columns from your Google Sheet to prevent those blank cells from being imported.
We think you'll be thrilled with the other new "custom data" features that we have planned for 2018 and 2019! If you have any specific suggestions for features that you'd like to see, don't hesitate to submit your ideas using our feature suggestions portal.
Have questions or need help using the new widgets? Feel free to reach out to our friendly support staff via your AgencyAnalytics account.
Written by Trever Clark
Director of Customer Communications at AgencyAnalytics. Passionate about: SaaS onboarding, customer success, and home-distilling artisanal whiskies like a true Grand Rapids hipster.