Pull data from a Dashboard
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      3. Pull data from a Dashboard

      Quick-start Guide: Send Data to a Spreadsheet

      Export data from a dashboard or database with these simple steps.

      Step 1. Connect a Data Source

      Slideform can pull in data from your database or elements from a dashboard (charts, images, KPIs, tables, & filters) into a spreadsheet. Visit How to Connect a Data Source specific connection instructions.

        Once the data 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 Sheet

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

        First, go to Configure Data for your project. Enable your data source under the Data Sources tab at the top of the page.

         

        Data Types:

        • Data tables: On the project 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. 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 😊