Overview: Query Builder for Google Sheets
With the Query Builder for Google Sheets, you can create Custom Metrics to sync your Google Sheets data with Databox.
HOW TO
How to access the Google Sheets Query Builder
Navigate to Metrics > Query Builder to access the Query Builder for Google Sheets. Click the green + Create Custom Metric button and select your connected Google Sheets Account from the Data Source drop-down list.
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The ability to connect Google Sheets and access Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have the ability to connect Google Sheets and access Query Builder in the Agency Account only.
How to use the Google Sheets Query Builder
A cell or a range of cells can be entered using A1 notation or by highlighting the selection directly in the Spreadsheet Preview section at the bottom of the Query Builder. Learn more about A1 notation here.
If you select an entire row or column as the Value selection, any new entries in the selected row or column will automatically sync the new data to the Custom Metric in Databox.
In most cases, a Date selection is required to create a Custom Google Sheets Metric. Learn more about when a Date selection is not required here.
- Total Values: This Data Type should be selected when your Metric reflects the current total Value for the Metric. In Databox, the latest entry will be displayed for the Custom Metric.
For longer Date Ranges, data will not be aggregated and the most recent Value will be displayed for the selected Date Range. This is the main difference between "Total Values" and "Daily Values."
When building Custom Metrics with Total Values selected as the Data Type, a Date selection is not always required.
Examples of Custom Metrics that should have Total Values selected are Total Followers and Current Account Balance. - Daily Values: This Data Type should be selected when your Metric reflects the most up-to-date daily Value for the Metric. In Databox, the latest daily entry will be displayed for the Custom Metric.
For longer Date Ranges, individual Metric Values will be aggregated for the entire Date Range and the aggregated Value will be displayed for the Custom Metric. This is the main difference between "Daily Values" and "Total Values."
Examples of Custom Metrics that should have Daily Values selected are Daily New Followers, Daily Calls by Sales Rep, and New Purchases. - Event Values: This Data Type should be selected when your Metric Value selection reflects individual Value(s) for the Metric at the specified Date/ Timestamp. This Data Type is the default selection because it is appropriate for the majority of use cases.
For longer Date Ranges with multiple entries, individual Metric Values will be aggregated for the entire Date Range and the aggregated Value will be displayed for the Custom Metric. When building Custom Metrics with Event Values selected as the Data Type, a Date selection is always required.
While updating the Google Sheet, new rows or columns should not be added to the top or in the middle of the document. This would result in duplicate data syncing with Databox, and potential inconsistencies. It is recommended to add new rows or columns at the end of the document.
If you update a single cell's Value in your Google Sheet, the old entry and the updated entry will both be saved in Databox. To prevent an inconsistency, you should go into Databox and resave the Custom Metric, being sure to select the Purge Data option.
If there are entries with identical Date/ Timestamps on your Google Sheet and the Event Values checkbox is not selected, the latest Metric Value entered on the Sheet will be stored in Databox. If there are entries with identical Date/ Timestamps on your Google Sheet and the Event Values checkbox is selected, individual Metric Value will be aggregated and the aggregated Value will be stored in Databox.
Examples of Custom Metric that should have Event Values selected as the Data Type are Closed Won Amount, Impressions, and Sessions.
How to create Custom Google Sheets Metrics [Examples]
IN THIS SECTION
How to create a Custom Google Sheets Metric without Dimensions [Example]
Let's say we want to create a Custom Metric to track Impressions from the Google Sheet below.
Pro Tip: Typically, the Custom Metric Name is the same as the column or row header from the Google Sheet.
How to create a Custom Google Sheets Metric with Dimensions [Example]
Let's say we want to create a Custom Metric to track Impressions by Platform from the Google Sheet below.
We'll enter Impressions by Campaign as the Custom Metric Name
Pro Tip: Typically, the Custom Metric Name is the same as the column or row header from the Google Sheet.
In the Google Sheet Preview, we'll select column C as the Value. Since we are selecting the full column, any additional Values added to the Worksheet will be automatically synced with Databox
Next, we'll select the Date column from our Google Sheet, which is column A
We want to view Impressions based on the Platform they were tracked in, so we will select column B, Platform, as the Dimension
The Scale and Format fields are set appropriately so we will not update these selections
There are identical Date stamps on this Google Sheet, and we want all Values synced with Databox. Therefore, we will select Event Values with the corresponding checkbox to ensure all of our data is synced correctly
Next, we'll select the visualization that we would like associated with the pre-built Datablock for this Custom Metric from the Data Preview section. I'm interested in analyzing the distribution of Impressions across the Platforms, so I will select a Pie Chart
Click Save to save the Custom Metric
How to add a Custom Google Sheets Metric to a Databoard
IN THIS SECTION
How to add a Custom Google Sheets Metric to a Databoard from the Datablock Library
Click on the Datablock Library icon on the lefthand side of the Designer
Select the Google Sheet you want to view Datablocks for from the Data Source drop-down list. The Custom Metrics that have been created for the Google Sheet will populate the Data Library
How to add a Custom Google Sheets Metric to a Databoard from the Visualization Library