Google Drive is a service offered by Google that provides content sharing and content management through a web service interface.
Kloudio's Google Drive integration allows users to easily create reports from Google Sheets file data and run the reports in Google Sheets or Excel.
The following article will help you get started:
- Create a Google Drive connection on Kloudio
- Setup your connection settings
- Start creating reports
STEP 1: Create a Google Drive connection
Go to Kloudio Connections and Click the button to create a New Connection.
You will see the below screen. Click the Setup button under the Google Drive icon.
Enter your Google account login information, allow Kloudio to access your Google Drive files and proceed to Step 2.
STEP 2: Setup Google Drive sync settings
Now it's time to set up your Google Drive data sync settings.
This will enable you to sync your Google Sheets file data to a database of your choice.
Kloudio will do this on your behalf by invoking Google APIs based on your configured sync frequency.
a) Connection name
b) Choose an existing database connection: This is where Kloudio will sync your Google Sheet data. Once it's synced, it will be available for creating Kloudio reports in builder or SQL mode.
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to
e) Add table name, Spreadsheet and Sheet Name under 'Data Options'
i) Table Name- Name of the table where your data will be synced
ii) Spreadsheet Id- When you open any google sheet, the url will look something like this:
https://docs.google.com/spreadsheets/d/1-XXXXXXXXXXXXXXXXXXXSgGTwY/edit#gid=0. And in this url,
1-XXXXXXXXXXXXXXXXXXXSgGTwY s the spreadsheet's id and it will be different for each spreadsheet
iii) Sheet Name- this is the name of the worksheet for which you want to see the values. When you create a new spreadsheet, it is
f) Enter the frequency and interval under 'Sync Schedule'
g) Click 'Save & Sync'
By now the sync should start running. You will get a confirmation once it's completed running.
STEP 3: Create Kloudio reports from your Google Drive connection
Once the Google Drive connection is created and synced as per steps 1 and 2 above, you can create reports.
Please ensure you select the connection and schema as used in the Google Drive connection settings from Step 2.
5. Remove Tables from Google Drive integration.
In the Table options from the integration settings page, you can click on 'X' to remove the required table like below.
This will delete the table from the data warehouse.
Feel free to chat with us or drop an email in case you have any questions related to this integration.