Our recent redesign simplifies the data transfer experience by combining raw and modelled data sources into a single object - data feeds.
If you see Data Feeds in the left navigation sidebar, go to this article.
These new features are being released gradually. If you don't see them in your account yet - no worries - they’re coming soon!
Ready to visualize and track your Google Drive data? Get started by setting up a connection between PowerMetrics and your Google Drive account and adding one (or more) data sources.
When you're finished adding Google Drive data sources, you'll use them to power your custom metrics.
This article includes:
- Connecting PowerMetrics to your Google Drive account
- Adding a Google Drive data source
- Creating Google Drive custom metrics
- Google Sheets with pivot tables are not supported.
- To ensure files upload as expected, make sure your Google Sheet names don't exceed 31 characters.
Connecting PowerMetrics to your Google Drive account
To retrieve your data and visualize it as custom metrics, you first need to connect PowerMetrics to your Google Drive account.
Here are a couple things to note:
Your data is safe with us. The first time you connect your Google Drive account to PowerMetrics, you'll be prompted to enter your Google login credentials and give permission to allow access to the data within your Google account. We are serious about protecting your data privacy.
Managing your connections. By default, your connection name looks like this: yourname@Google<date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections. Each time you connect to Google Drive, you can use the same account (or switch to a different account if needed). If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, go here for help.
Adding a Google Drive data source
To add a Google Drive data source:
- In the left navigation sidebar, click your Account Name > Data Sources.
- Click the Create a New Data Source button.
- On the Where is your data? page, select Google Drive. (See below.)
- If this is your first time connecting to Google Drive:
- Click Connect new account. Enter your Google login credentials and click Next. If prompted, click Allow to enable Klipfolio to securely access your Google Drive data. Click Continue.
- If you’ve connected to Google Drive before:
- Select an existing connection (token) from the drop-down list and click Continue.
- On the Configure your connection page, click Choose File.
- Navigate through your Google Drive folders (choose from My Drive, Team Drives, or Shared with me to locate your file).
- Click the file to use for your data source. Then click Select.
- Ensure this is the data you’re looking for, then click Continue.
- On the Verify your data page (the modeller) you can make modifications to your data if desired. Learn about modelling data sources.
- When you’re done making changes, click Save and continue to save your modelled data source.
Note: To ensure your data source continues to update and refresh correctly, after saving, don't change its name or ID.
The modelled data source is added to your account and is ready to use for custom metrics. To see a list of all your data sources, click your Account Name > Data Sources in the left navigation sidebar.
Creating Google Drive custom metrics
Now that you've created a Google Drive data source, you can return to it and use it to make custom metrics. A single data source can be used to create a single or multiple custom metrics.
To create a Google Drive custom metric:
- Open your list of data sources by clicking your Account name > Data Sources.
- Select the modelled Google Drive data source you want to use for your custom metric.
- On its details page, click Create metrics.
- On the Create a custom metric page, choose the desired metric value, segmentation, date & time, data shape, and display settings for your metric. If you need help, go here to learn more.
- Click Save.
Your new metric is added to your list of metrics (accessed by clicking Metrics in the left navigation sidebar) and is ready to add to a dashboard. Learn more about dashboards.