Here are some useful tips to get you started:
The document must have a date column – this is how the platform is able to recognize the date range;
The date format has to be "YYYY-MM-DD".
The reports will refresh every hour – so if you update something in your Google Sheets, it will update on our side within one hour (not instantly). You can, however, try to refresh a report to speed it up;
If you need to report on different number types (i.e. percentage or currency), you will have to use the format function in Google Sheets.
After adding the sheet as a source to the source management, if you would like to add new columns to it, please add them at the end of your last column. Otherwise, the widgets would need to be recreated.
Only a table widget will work if a date column is not added to the sheet.
Step 1. Add Google Sheets as a new source to Whatagraph;
Step 2. When you select Google Sheets as a source for your report, do not forget to set the same date range as the one you have in your Google Sheets document;
Download a sample Google Sheet template here.
For more information about how to create reports using Google Sheets integration, please see the video below:
If you have any questions or need additional help, please get in touch with our customer support via live chat or hi@whatagraph.com