Setup Guide

Setup Guide

This document describes the Google Sheets data source.

NOTE: Google requires the logged-in user to have permissions to the data. If the permissions are not in place, some of the data will not be available.

NOTE: See our Google Sheets demo file with properly formatted sample data.

To configure this data source and collect Google Sheets data:

  1. From the Data Sources menu, click Add Data Source.
  2. Search for Google Sheets, then select that data source.
  3. Click Login and follow Google’s authorization process to allow Panoply to access Google Sheets data.
  4. Select the Google Sheets files from which to collect data.
    • The file must be a Google Sheets file. We do not support other file types.
    • For each file, Panoply collects each individual sheet (tab) as a unique table.
    • Sheets must include headers.
      • The first row that contains at least one value will be used as the header row. This row is converted into column names in the target tables. See our Google Sheets demo file with properly formatted sample data.
      • If there is a duplicated header, the column letter will be appended to the header name in the format of <header name> column <column letter>. For example, if there are two columns titled date, the second column titled date will be appended with the column letter, becoming date column b.
      • If a column contains data, but has no header, Panoply will fill in the header with column <column letter>, for example column b.
      • If a column has a header but no data, the column will not be collected.
  5. Click Save Changes then click Collect.
    • The data source appears grayed out while the collection runs.
    • You may add additional data sources while this collection runs.
    • You can monitor this collection from the Jobs page or the Data Sources page.
    • After a successful collection, navigate to the Tables page to review the data results.

Next Steps

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