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 into a cloud-based service. To do this, follow these steps:
- Make sure that your desktop file is an Excel
.xlsxfile, not a.csv. - Select the cloud-based service you can upload your file into. Any of the following will work: Google Drive, Dropbox, Sharepoint or Microsoft 365, OneDrive.
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. - Once your file is in one of the services above, you can either connect that service directly from the Spreadsheets panel (Google Drive, Dropbox, OneDrive Business account) or you can create a direct link to your file (Sharepoint or Microsoft 365).
Create a direct link to your Sharepoint or Microsoft 365 file
To create a direct link to your Sharepoint or Microsoft 365 file, follow these steps:
- Using Share settings, make sure access is set to Anyone with the link can edit.
- Click Copy Link.
- 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.
- Return to Geckoboard, in the Link to file field, paste the copied link to your hosted file. Our integration will do the rest.
- And that’s it! You're now ready to prepare a visualization using your spreadsheet data.
Each time you make changes to your hosted.xlsxspreadsheet 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).
Notes
Only the .xlsx file extension is supported for Excel files.
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.
