Ajelix BI

⌘K
  2. Home
  4. Docs
  6. Ajelix BI
  8. Get Started
  10. How To Add Google Sheets As Your Data Source

How To Add Google Sheets As Your Data Source

Let’s take a look at how to add Google Sheets as your data source for Ajelix BI reporting.

Here are the steps you need to take:

1. Go to Data page on Ajelix BI

2. On this page you will see a button Add Data Source, click on it

Step 1 pick add data source on ajelix bi screenshot
Screenshot from Ajelix BI datasets page

3. In the next step pick the data source: Google Sheets

Pick google sheets as a data source
Screenshot from Ajelix BI from datasets page

4. Paste the Google Sheets link

Insert a sharable link from the Google Sheets file and make sure that:

  1. Your file is shared with “Anyone with the link”
  2. Or you have added our email: ajelix-main@ajelix.iam.gserviceaccount.com as a “Viewer”
  3. Copy the link from the sharing settings field. Do not copy the link from the search bar.
how to share google sheets file for dashboard creation

Screenshot from Google Sheets with sharing settings, image by author

Once you have done all of the above, paste the link on Ajelix BI

Paste google sheets link screenshot from ajelix bi
Screenshot from Ajelix BI from datasets page

5. Select the sheets you want to import

Select the sheets you want to import on ajelix bi screenshot
Screenshot from Ajelix BI from datasets page

6. Go to data modeling or dashboard building

  • Data modeling: if you want to edit your data, create KPIs, transform or merge data visit this editor.
    • Note: you can access this view anytime.
  • Add report: If you are ready to create visualizations without data edits.
Select data modeling view or continue to dashboard editor screenshot from portal
Screenshot from Ajelix BI from datasets page

Explore guides on how to edit your data with data modeling or dig in our visualization guide.