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Configure a Google Sheets table widget on dashboards
Configure a Google Sheets table widget on dashboards

Put your dashboard into "Edit" mode, then click the "gear" icon on the widget you'd like to edit. Finally, choose the sheet to connect.

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

The Google Sheets "Table" widgets allow you to embed a full, scrollable spreadsheet into your client marketing dashboards, using data from any Google Sheet in your Google Drive account.

Show clients a spreadsheet highlighting content marketing work, recent sales leads, financial data, billable hours, or even analytics from any 3rd party marketing channel of your choice.

How to configure a Google Sheets table widget

To start, click on Edit Dashboard at the upper right hand side.

Then hover your mouse over the widget in question, click the ellipsis ("...") icon in the upper right corner and click on Edit.

The Edit Widget screen will pop up with a couple of options to customize the widget.



Title

Add a title for this widget which will show up at the top of the widget.


Date Column

You can take advantage of the Google Sheet widget's full date range capabilities by setting a date column. This means that when you change the date range in the platform, the data in those widgets will also change.


Table Row Limit

Choose how many rows to display for this widget

Date

If you're taking advantage of the widget's date range capabilities, you have the option to have the widget follow the report's date range or select a specific date range for this widget instead.

Spreadsheet

Select which sheet from your Google Sheets account to use for this widget.

Spreadsheet Tab

Select which tab in the Google Sheet to use for this widget.

Show Table Header

This toggles between showing or hiding the first row of your sheet as a header for this widget.


Wrap Text

This toggles between showing the entire sheet or allowing you to specify the exact height. Selecting "Yes" for Dynamic Height will allow you to adjust the widget's height (cropping the table) while selecting "No" will show the entire sheet.

Once you've configured your widget's settings, click Save Settings.



Note: The Google Sheet that you're importing MUST be formatted to remove any empty rows or columns. If you leave the thousands of empty rows/columns that exist by default in a Google Sheet, those empty rows/columns will also be imported, and will cause the report to "hang".

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