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. And that’s it! For guides to creating spreadsheet dashboard widgets, select from the following visualization types:

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.
  6. Once connected, select the file you want to connect from the list.
  7. And that’s it! For guides to creating spreadsheet dashboard widgets, select from the following visualization types:

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 .xls or .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. 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.
  6. Once connected, search for the spreadsheet you want to connect. For guides to creating spreadsheet dashboard widgets, select from the following visualization types:

To link your Excel file to Geckoboard using our Get Direct Link tool, follow these steps:

  1. Make sure that your file is not stored in a OneDrive subfolder as this can prevent Geckoboard from accessing it.
  2. Using Share settings, make sure access is set to Anyone with the link can edit.
  3. Click Copy Link to copy the link to your clipboard. You'll need this copied link for our Get Direct Link tool.Copy link on Sharepoint
  4. Paste the copied link into our Get Direct Link tool and click the Get direct link button to copy a new link that you'll need to use in Geckoboard Geckoboard's Direct Link Tool
  5. Switch to Geckoboard and 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.
  6. You'll see a scrollable list of data sources. Click Excel.
  7. In 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.
  9. And that’s it! 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).

    For guides to creating spreadsheet dashboard widgets, select from the following visualization types:

To link your Excel file to Geckoboard using our Get Direct Link tool, follow these steps:

  1. If you haven't already, you'll need to generate a direct download link in Excel. Open the file you want to share, then select Share.share button on Sharepoint
  2. In the the Send Link window that appears, make sure access is set to Anyone with the link can edit.
  3. Click Copy Link to copy the link to your clipboard. You'll need this copied link for our Get Direct Link tool.Copy link on Sharepoint
  4. Paste the copied link into our Get Direct Link tool and click the Get direct link button to copy a new link that you'll need to use in Geckoboard Geckoboard's Direct Link Tool
  5. Switch to Geckoboard and 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.
  6. You'll see a scrollable list of data sources. Click Excel.
  7. In 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! 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).

    For guides to creating spreadsheet dashboard widgets, select from the following visualization types:

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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