By creating an automation using Integromat you can post new data to a dataset created in Geckoboard, before using that dataset to power a new widget on your dashboard.
How Geckoboard and Integromat work together
In Geckoboard, you can create datasets, which are essentially like big tables/spreadsheets. We have an app on Integromat's platform that enables you to connect to your dataset and send custom data to your dashboard with no coding required. Integromat offer a generous free plan that doesn't require billing information on sign up, so you can try it out risk-free.
To demonstrate how Geckoboard and Integromat work together, we'll be using Airtable to provide the data for our dataset. Our table records the sales of apples and pears and their shipping date.
In this article we'll show you how to:
- Create a new dataset in Geckoboard that mirrors the schema – or structure – of your Airtable spreadsheet
- Create a Scenario in Integromat that connects your Airtable to your new dataset
- Push new updates to your dataset every time a new record is added to your Airtable
Step 1: Create a new dataset in Geckoboard
- Click Add widget, located in the top right of your dashboard, then search for Datasets using the Search sources field.
- Click on the Datasets data source. From the connection panel, click at the bottom of the list.
- Before we define the structure of our dataset, first give it a name. Make sure to keep to lowercase letters, digits and no spaces. We don't support unicode characters in dataset or field names.
- Now we'll add the schema fields that describe the columns that will make up our dataset. There are 7 different types of fields: string, number, money, percentage, date, datetime, and duration. Learn more about what data and format each field type can accept.
In our example, these fields will correspond to each column in our Airtable spreadsheet. As you name each field its ID will be automatically generated. If you require empty/null fields, tick the Allow to be empty checkbox. If one or more fields make up a unique key, like our
Order IDfield, tick the Add to unique key checkbox. Learn more about using empty/null and unique key fields.
Also, consider the type of visualization you'd like to build with your dataset. Some visualization types require specific field types.
- When you've added and configured all the fields for your dataset, click . With your dataset created, we'll switch to Integromat to connect our new dataset to a Scenario.
Step 2: Create a Scenario that connects Airtable to your dataset
We'll make a new Scenario in Integromat that connects both your Airtable and Geckoboard accounts, before linking it to your new dataset.
- In your Integromat Dashboard, click the Create a new scenario button, as seen in the top-right corner.
- Now in the scenario editor screen, an empty module with a question mark will be displayed. Here, you will have to choose what data the scenario should watch for. You will do this by choosing a trigger that will start your scenario. For our example, click Airtable and choose the Watch Records module.
- If you already have Airtable connected to Integromat, select it from the connection menu. If not, click Add and follow the instructions.
- Locate the Airtable spreadsheet you want to use by using the Base and Table select menus.
- Next, you will have to choose a Trigger field.In our Airtable we already have a Last modified time field. This field type automatically returns the most recent date and time that a manual record was modified by a user.
- Now, select a field that will be used as a Label for a record. In our example, we'll select Order ID as it's unique to each record.
- Now, select the maximum number of records Integromat will return during one execution cycle. The default Limit is set to 10.
- If needed, enter a Formula to filter records. For more details about formulas, please refer to the Formula field reference documentation.
- Click OK. Next, you will have to choose where to start grabbing data from. The below image is a representation of the different options available. Consider your rate limits if you have many records to import. Click OK.
- Now, click the right ear of the first module and it will pop up a screen for you to add the next module. In this case, add Geckoboard's Send Multiple Records to Dataset module.
- Now, you will have to create a connection to Geckoboard. For this you'll need to access your Geckoboard API key.
- Next, select your new dataset.
- Lastly, you will have to map the items that you want to send from Airtable to your dataset schema.
- Now, select the update type. For our example, we'll select Append. Click OK.
- Before you activate and schedule your scenario, you should test your scenario by running it once. To test your scenario, click the play button with Run once beside it. Once you have tested your scenario, a bubble appears on top of the preceding modules that will provide information about the processed data or what is referred to as bundles.
- Integromat allows you to define when and how often an activated scenario shall run. Click the clock icon in the bottom left hand corner to open up the schedule setting panel. By default a scenario runs every 15 mins, but within this panel, you can customize the run schedule and the interval. clicking "ON" on the ON/OFF button will turn on scheduling.
- To activate your scenario, exit the scenario editor by hitting the arrow icon in the top-left corner. This will return you to your Scenario page. Here, you can activate your scenario by clicking "ON" on the ON/OFF button that is at the top of your scenario page and set up the schedule.
Step 3: Add a new dataset widget in Geckoboard
- In Geckoboard, click and select your new dataset from the list to start configuring your widget.
- Now you can configure your widget by selecting your visualization type, add status indicators for number and gauge visualizations, comparison metrics, goals, and any additional formatting information about the data being displayed.
Datasets default to a line chart, however if your dataset does not contain date or datetime fields you won't see a line chart. You'll need to select another visualization type.
To see a preview of your original dataset from the dataset options menu in the navigation bar. You'll also see a preview of the widget as you configure it. For more on configuring datasets widgets, see create visualizations from datasets.
- When your widget is ready, click .
- Finally, we'll switch to Airtable to add a new row of data to our spreadsheet to post new data to our dataset.
Step 4: Post new data to your dataset via Airtable
- In Airtable, we'll load our spreadsheet and add a new row of data.
- Our new Scenario will now post that new data to our dataset within the scheduled 15 minutes. Datasets widgets refresh automatically every 5 minutes, so you'll shortly see your new data added to your widget.