Connect your Excel spreadsheet to Geckoboard

With your Excel spreadsheet prepared, in this article you'll use our Spreadsheets data source to connect it to Geckoboard. Then you can start pulling data directly from your spreadsheet and turn it into a range of clear visualizations.

Before you start

If your spreadsheet data has been imported from a third-party service (e.g. Google Analytics, Salesforce, Zendesk, etc.), check if we have a dedicated data source for it. They contain a comprehensive list of widgets with predefined KPIs, making things even easier for you.

Alternatively, if you’re looking for complete control over how your data is displayed, our Datasets API can send data from a database or third-party service to your dashboards.

Depending on where your Excel file is located, choose from the following options for instructions on how to connect it to Geckoboard:

To connect your Excel file uploaded to Google Drive, follow these steps:

  1. Make sure your file is an Excel .xlsx file, not a .csv.
  2. In Geckoboard, hover your cursor over an empty area of your dashboard and click the + button.

    Alternatively, click Add widget in the top right of your dashboard.
  3. You'll see a scrollable list of data sources. Click Excel.
  4. If you haven’t done so already, create a connection to link your Google Drive account with Geckoboard. From the Choose File menu. Once connected, select the spreadsheet you want to connect from the list.connect your chosen cloud-based service directly from the Spreadsheets panel

    Tip

    After connecting to your Google Drive account, you may see the message: "there was an error fetching the list of spreadsheets". If so, you need to allow Google Drive permission to share data with Geckoboard.

    To do this, open the Google Apps control panel and navigate to Apps > Google Apps > Settings for Drive, and make sure "Allow users to install Google Drive apps" in the "Data Access" menu is enabled.

  5. You're now ready to prepare a visualization using your Excel spreadsheet

To connect your Excel file from Dropbox, follow these steps:

  1. Make sure your file is an Excel .xlsx file, not a .csv.
  2. In Geckoboard, hover your cursor over an empty area of your dashboard and click the + button.

    Alternatively, click Add widget in the top right of your dashboard.
  3. You'll see a scrollable list of data sources. Click Excel.
  4. From the Choose File menu, click on the Dropbox icon.connect your chosen cloud-based service directly from the Spreadsheets panel
  5. If you haven’t done so already, create a connection to link your Dropbox account with Geckoboard. Once connected, select the spreadsheet you want to connect from the list.
  6. You're now ready to prepare a visualization using your Excel spreadsheet

    Tip

    Install the Dropbox desktop app and you'll be able to automatically sync edits to your Excel spreadsheet file with Geckoboard, just so long as the file name doesn't change.

To connect your Excel file from OneDrive for Business, follow these steps:

  1. Make sure your file is an Excel .xlsx file, not a .csv.
  2. In Geckoboard, hover your cursor over an empty area of your dashboard and click the + button.

    Alternatively, click Add widget in the top right of your dashboard.
  3. You'll see a scrollable list of data sources. Click Excel.
  4. From the Choose File menu, click on the OneDrive for Business icon.

    Important notes

    Ensure that your file resides in the main OneDrive folder. Files placed within additional folders might not display.

    Also, only the .xlsx file extension is supported for Excel files. .xls files won't show in your folder.

    connect your chosen cloud-based service directly from the Spreadsheets panel
  5. If you haven’t done so already, create a connection to link your OneDrive for Business account with Geckoboard. Once connected, select the spreadsheet you want to connect from the list.
  6. You're now ready to prepare a visualization using your Excel spreadsheet

If your file is in a personal OneDrive account, then you can link to your file directly by following these steps:

  1. Make sure your file is an Excel .xlsx file, not a .csv.
  2. In Geckoboard, hover your cursor over an empty area of your dashboard and click the + button.

    Alternatively, click Add widget in the top right of your dashboard.
  3. You'll see a scrollable list of data sources. Click Excel.
  4. Return to your Excel file, make sure that your spreadsheet is not stored in a subfolder in OneDrive as this can prevent Geckoboard from accessing it.
  5. Using Share settings, make sure access is set to Anyone with the link can edit.
  6. Click Copy Link.Copy link on Sharepoint
  7. When the Link copied message appears, copy the created link into our secure tool to prepare it for Geckoboard. Click ‘Get direct link’ to get an updated link.
  8. Return to Geckoboard, in the Link to file field, paste the copied link to your hosted file. Our integration will do the rest.Choose your Excel file from the direct link field
  9. And that’s it! You're now ready to prepare a visualization using your spreadsheet data.

    Each time you make changes to your hosted .xlsx spreadsheet in OneDrive, those changes will automatically sync with Geckoboard through the generated link. You'll be able to see your changes on your dashboard when the widget refreshes (every 15 minutes).

To connect your Excel file via Sharepoint, follow these steps:

  1. Make sure your file is an Excel .xlsx file, not a .csv.
  2. In Geckoboard, hover your cursor over an empty area of your dashboard and click the + button.

    Alternatively, click Add widget in the top right of your dashboard.
  3. You'll see a scrollable list of data sources. Click Excel.
  4. Return to your Excel file, using Share settings, make sure access is set to Anyone with the link can edit.
  5. Click Copy Link.Copy link on Sharepoint
  6. When the Link copied message appears, copy the created link into our secure Sharepoint tool to prepare it for Geckoboard. Click ‘Get direct link’ to get an updated link.
  7. Return to Geckoboard, in the Link to file field, paste the copied link to your hosted file. Our integration will do the rest.Choose your Excel file from the direct link field
  8. And that’s it! You're now ready to prepare a visualization using your spreadsheet data.

    Each time you make changes to your hosted .xlsx spreadsheet in Sharepoint, those changes will automatically sync with Geckoboard through the generated link. You'll be able to see your changes on your dashboard when the widget refreshes (every 15 minutes).

We don’t allow customers to upload a spreadsheet file directly from their desktop. This is because Geckoboard needs to periodically access your spreadsheet in order to push any changes to dashboard widgets powered by it.

Instead we recommend uploading your file to one of the cloud-based services listed above and following the instructions. If you don’t already have an account with one of these services, you may need to create it now in order to use them.

Note

The file size limit for uploaded spreadsheets is 5 MB.

If you're seeing the error message WARNING: This worksheet is too large to import and your .xlsx file is under the 5 MB upload limit, it's likely the compressed .xml files contained in it exceed the file limit.

Please see our guide to finding out why your worksheet file exceeds the limit. If you are not able to reduce the file of your spreadsheet, you may want to consider using Google Sheets’ ImportRange function.

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