Key Results from Google Sheets

Overview

The Google Sheets integration allows you to define a cell from a Google Sheet to use as an input for a Key Result in WorkBoard. As the value in the cell of the Google Sheet updates, the associated KR will update on the next update cadence. 

Requirements

  • The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Frequently Asked Questions

Can I login using a username and password?

When connecting your Google Sheets integration, you'll need to use the SSO login. 

What kind of sheets are visible in the dropdown list to map a data cell?

You can see both standard and hidden sheets in the dropdown list. 

Can a mapped cell support a formula?

Yes.

What happens if the mapped cell is not a numeric value?

You'll receive an error if the mapped cell is not a numeric value. The user can use the Verified Data Button to catch the error at the time of mapping. 

Add a Google Sheets Key Result

  1. Hover over your Objective and choose the Kebab.
  2. Select Edit Settings.
  3. Select Add another Key Result.
  4. Select Advanced Options.
  5. Choose Pull data from external applications.mceclip0.png
  6. Pick Google Sheets from the list of integrations.mceclip0.png
  7. Sign in to Google Sheets.mceclip0.png
  8. Select the File dropdown to choose a file from which to pull data.mceclip3.png
  1. Select the Sheet dropdown to choose a sheet from the file.mceclip4.png
  2. Enter the Column and Row of interest. mceclip5.pngNote: If a new row is added to the sheet above the integrated cell, or a new column before the integrated cell, then the integration mapping needs to be redone to continue pulling in the correct data.
  3. (Optional) For real-time validation of data before connecting, select Verify data source.
    • Note: This button displays the current value in the cell mapped to the KR for visual confirmation of the data.mceclip6.png
  1. Choose Connect to set up Google Sheets integration. 
  2. Fill out or edit the remaining Key Result details such as Start Value, Result Value, Target Value, Committed Result, Unit of Measurement and how to Calculate Overall Progress.
  3. Choose your Update Cadence, which determines when or how often WorkBoard will sync with Google Sheets to pull the latest value for your Key Result.
    • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
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  1. Select Save.

Synchronizing Data from Google Sheets

WorkBoard will pull data for the KR directly from Google Sheets following the cadence specified. The Business Result Owner also has the ability to “sync data now” to pull data in real-time.

There are two ways to sync data for your Key Results.

Force a Sync on a Single Google Sheet Key Result:

  1. Select Key Result to go to the Key Results Details page.
  2. Choose the Kebab menu in the upper right-hand corner.
  3. Select Sync Integration Data.
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Force a Sync for Key Result Integrations:

  1. From the My Objectives Page, select the Kebab icon in the upper right-hand corner.
  2. Select Sync Integration Data.
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