Automate from a Dashboard
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      3. Automate from a Dashboard

      Quick-start Guide: Send Data to a Spreadsheet

      Export data from a dashboard with these simple steps.

      Step 1. Connect a Data Source

      Slideform can pull in any element from your dashboard (charts, images, KPIs, tables, & filters) for use in your spreadsheet. Select your dashboard platform below for specific connection instructions.

      Once the dashboard is connected, visit the Data Sources page to view the captured data. See How to manage your data sources for details.

      Step 2. Upload a Template

      A spreadsheet template is a target sheet that will receive data or charts from your data sources.

      For details, see: How to Create a Spreadsheet Template

      Step 3. Match Data to the Template

      The last part of setup is to link data from connected data sources to each placeholder in your sheet template.

      Data Types:


      • Data tables: Go to Configure Data for your project. Enable your data source under the Data Sources tab at the top of the page. On the Description page, find the placeholder and click Preset a Value. Select the data source and configure the table, columns, and any relevant filter values.

      • Charts or images: Set the chart from the project's Configure Data page. Enable your data source under the Data Sources tab at the top of the page. On the Description page, find the placeholder and click Preset a Value. Select the data source and chart from the dropdown menus.
      • Numbers or KPIs: Go to Configure Data for your project and click Preset a Value on the placeholder for the KPI. Select the data source and the chart or table that contains the value. Then select the data column and use the filter to select the correct value.

      Many other types of data can be inserted as well, see How to Configure the Data Mapping for more details. 

      Step 4. Generate the output spreadsheet

      To create output, go to the Projects page and click Generate on the project card. 

      If any placeholders were not mapped to data, you will have the opportunity to either fill them in or skip them.

      You can save the output as either Google Sheets or Excel. The output will then be available to view or download from the Downloads section of the Projects page.

      Advanced Features

      Explore all the features and capabilities of Slideform's automation solution.

      Advanced Settings, Filters, and Schedules

      Manage Data Sources

      Manage Slideform Output

      For additional help, contact support@slideform.co 😊