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      How to Connect a Data Source

      Connect data tables, charts, images, KPIs, and dashboards to Slideform to populate your presentations

      If your recurring reports and presentations use charts and metrics from specific data sources, you can pull the data directly into your slide deck.

      In your Slideform account, go to the left-side menu and choose Data Sources. Click the Add Data Source button. There you will see a card for each supported data type. Click Add Integration button to get started.

      Find detailed instructions below to connect any supported data source to your Slideform account.

       

      Airtable

      To connect your Airtable account to Slideform, first you must authenticate with Airtable and allow Slideform to access your account.

      1. Log into Airtable

      2. In Slideform, click on Add Integration and then click Authenticate on the next page. A new window will open.

      3. Choose the level of access you want to allow for Slideform. We recommend allowing all current and future bases in your workspace. 

       

      Authorizing Slideform to view all bases ensures that you won’t need to re-authorize in the future

      4. Return to the Slideform interface and enter a name for this data source. Enter the Base that you want to link. You can also select a specific table, which enables our system to automatically expose records using the column names.

      6. The new data source will appear on the Data Sources screen. This may take a few minutes.


      AWS Athena

      To connect to data in AWS, enter your AWS client name, secret key, and other credentials as requested.

      Upload an Excel file

      You can upload an Excel file to Slideform to fill in data and charts in your presentations. Upload the file by dragging it to the gray box, or navigate to the file.

      The new data source will be indexed and will appear in a box on the Data Sources screen. If you make changes to the Excel file, you will need to upload a new version to Slideform.

      Connect a Google Sheet

      1. Share the Google Sheet with share@slideform.co so that Slideform can read the file.

      2. Enter the domain of your company's Google Drive account. This will create a folder in Slideform's Google Drive where you can share and access your Sheets and any generated Google Slides.

      3. Enter the URL of the Google Sheet into the URL box and click Save.
      The new data source will be indexed and will appear on the Data Sources screen. This may take a few minutes.


      Google Drive

      1. Share the Google Drive folder with share@slideform.co 

      2. Enter the domain of your company's Google Drive account. This will create a folder in Slideform's Google Drive where you can share and access your saved images, Docs, Sheets and any generated Google Slides.

      3. Enter the URL of the Google Drive folder into the URL box and click Save.

      Google Slides

      1. Share the Google Slide deck with share@slideform.co 

      2.Enter the URL of the Google Slide deck into the URL box and click Save.

      The new data source will be indexed and will appear on the Data Sources screen. This may take a few minutes.

      Hubspot

      To connect your Hubspot account to Slideform, first you must authenticate with Hubspot and allow Slideform to access your Hubspot data.

      1. Log into Hubspot

      2. In Slideform, click on Add Integration and then click Authenticate on the next page. A new window will open.

      3. Choose the Hubspot account you want to connect.

      4. On the next screen, click Connect app. You are now linked. Please close that window and return to the Slideform interface. 

      5. Enter a name for the Hubspot data source.

      6. The new data source will appear on the Data Sources screen. This may take a few minutes.

      Looker Studio

      Slideform works by reading and saving your entire dashboard and all elements (charts, KPIs, tables, & filters) for use in your slides. Because some dashboards contain many pages and elements, it is also possible to limit Slideform to only a specific set of dashboard pages.

      1. In Slideform, go to Data Sources and click Add Data Source.

        Click Add Integration under Looker Studio.

      2. Enter a name for the data source.
      3. Open your Looker Studio dashboard. Click Share and add viewer access for share@slideform.co. 
      4. In Looker Studio, Edit mode, look at File > Embed Report. Make sure that the checkbox next to Enable Embedding is clicked On.
      5. Copy the URL of the dashboard and paste it into Slideform in the Dashboard URL box.
      6. Optional features:
        1. Use the Add Report Page button to integrate only specific pages of the dashboard. Leave this blank if you want all pages. For each page, enter a name and the page URL from the browser navigation bar. If you enter any specific pages, only those pages will be indexed.
        2. Page Load Time is used to specify a longer time (in seconds) to wait for your dashboard to load. Only enter a time here if your chart elements are not loading properly.
        3. Associate Labels: By default, Slideform uses chart titles and other labels to name your charts, where possible. To disable this, toggle the Ignore Labels option on.
        4. Index Shapes: If you have several smaller elements, such as scorecards, that should be grouped together, turn on the Index Shapes feature. You will also need to select these elements in the dashboard and Group them together.
        5. Auto Crop: Use Auto Crop to decrease the amount of white space around the dashboard elements.
      7. Click Save.
      8. The new data source will appear on the Data Sources screen. This may take a few minutes.

      If you make changes to the settings, click Save and then Refresh to pull in new data from your dashboard.

      Looker (Classic) Dashboard

      Linking your Looker charts, Looks, and dashboard elements to Slideform is very straightforward.

      1. In Slideform, go to Data Sources and click Add Data Source.

      2. Click Add Integration under Looker.

      3. On the next page, you will enter a name for the data source, the Looker dashboard URL, the client ID and client secret.  Your Looker admin should set up a new API key for the Slideform user and then they can provide the client ID and client secret to Slideform.

      4. Click Save.

      5. The new data source will appear on the Data Sources screen. This may take a few minutes.


      Power BI

      Its simple to link your PowerBI dashboard to Slideform for use in your presentations.


      1. Add share@slideform.co as a guest collaborator to your dashboard.
      2. In Slideform, go to Data Sources and click Add Data Source.
      3. Click Add Integration under PowerBI.
      4. On the next page, you will enter a name for the data source. Enter the URL to the dashboard (not the share link), and session email should be share@slideform.co.
      5. Optional features:
        1. Use the Add Report Page button to integrate only specific pages of the dashboard. Leave this blank if you want all pages. For each page, enter a name and the page URL from the browser navigation bar. If you enter any specific pages, only those pages will be indexed.
        2. Page Load Time is used to specify a longer time (in seconds) to wait for your dashboard to load. Only enter a time here if your chart elements are not loading properly.
        3. Auto Crop: Use Auto Crop to decrease the amount of white space around the dashboard elements.
      6. Click Save. The new data source will appear on the Data Sources screen. This may take a few minutes.


      Redshift / PSQL

      To connect to data in Redshift, enter your host name, port, and other credentials as requested.


      Snowflake

      To connect to data in Snowflake, enter your credentials as requested on the Add Integration page.


      Tableau

      To connect to a Tableau dashboard, enter the server, token name, and other credentials as requested.


      IntentWise or Reason Automation

      To connect these data sources to Slideform, please contact support@slideform.co

       

      For additional help, contact support@slideform.co