Google Sheets Integration

AgenticBI enables you to connect, extract, and transform data from Google Sheets with ease. You can visualize and automate reporting using the data from your Google Sheets, either by directly connecting to the sheet or using transformations with Cloud9QL.

Connecting

Follow these steps to connect to your Google Sheets data:

  1. Log in to AgenticBI and select Queries from the left sidebar.

  2. Click on the New Datasource button and select Google Sheets from the list of datasources.

  3. You will be prompted with the following fields:

    • Datasource Name: Provide a unique name to identify your datasource (e.g., "My Google Sheet").

    • Refresh Token: This is used to refresh the authentication and reconnect your Google account. You will need to authenticate your Google account, and this token will be automatically generated.

  4. Authenticate the Google Account: A modal will pop up allowing you to log into your Google account. Log into the account that is tied to your data in Google Sheets.

  5. After authorization, click Save. The connection will now be established, and you can proceed to create queries. The connection only needs to be made once for your account.

Querying Your Google Sheets Data

Once connected, follow these steps to extract data from your Google Sheets:

  1. Click on New Query and choose your Google Sheet Datasource.

  2. Click the Pick Spreadsheet button below the Sheet ID field. This opens a Google Sheets picker where you can browse and select a spreadsheet from your connected Google account. Once selected, the Sheet ID and Sheet Name fields will be filled in automatically.

  3. Optionally, define a Cell Range to limit the data extracted. For example, A1:D5 will pull data from the first four columns and the first five rows.

Cloud9QL Transformations

Once your data is extracted, you can perform various transformations using Cloud9QL to manipulate the data further.

You can visualize the extracted data using AgenticBI's built-in visualizations or create custom queries for more advanced analysis.

Data Execution Strategy

When running queries, you can define the execution strategy:

  • Direct Execution: This will directly execute the query on the Google Sheet, fetching live data.
  • Non-Direct Execution: The results of the query will be stored in AgenticBI's Elastic Store, allowing you to schedule queries or reduce load on the original data source.

Once you have set up your query, click on Preview to review the results and then Create & Run to execute it.

This setup enables seamless access to Google Sheets, with automated data refreshes and real-time reporting, allowing you to fully leverage your Google Sheets data in your AgenticBI environment.