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.

 

Domo dashboards

Link your Domo cards & dashboards to Slideform for use in presentations and reports.

Slideform uses an API-based integration. API credentials are associated with specific Domo users. You or your Domo admin will need to generate an Access Token and enter it into Slideform. Access can be revoked at any time from your Domo admin settings. Screenshot 2024-06-10 at 10.06.28 AM

  1. In Slideform, go to Data Sources > Add Data Source and click Add Integration under Domo.
  2. On the next page, you will enter a name for the data source, the Domo instance URL, and the access token.
  3. To generate an access token, log into your Domo account. You will need Admin privileges. On the top menu, go to More. Navigate to Admin > Authentication > Access Tokens.
  4. From there, click on Generate access token in the upper right corner of the screen. You will need to give the token a descriptive name, select the user, and set the expiration date. We recommend setting the expiration date to 1 year to avoid unnecessary re-authorization. Copy the access token.

  5. Paste the access token into Slideform. Click Test Connection.
  6. If the connection is valid, you will see a message and you will be prompted to select the page (dashboard) you want to connect. If you need to set up multiple pages, we recommend creating a new data source for each page.
  7. After you select the page, click Save in Slideform.
  8. The new data source will appear on the Slideform Data Sources screen. This may take a few minutes.

 

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

Connect your Google Drive to easily pull in Sheets and Slides for use in Slideform. Here's how: Authenticate with Google

After authenticating your Google account, go to Data Sources, click Add Data Source, and choose Add Integration on the Google Sheets card. On the next screen you will be able to Select the file from Google Drive with the built in Google file picker.

 

If you are not able to authenticate your Google account, you may follow this manual process:

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

2. 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

Connect your Google Drive to easily pull in Sheets and Slides for use in Slideform. Here's how: Authenticate with Google

This integration is useful for connecting multiple Google Sheets, or master slide decks, to be used as data sources in Slideform.

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

2. In Slideform, Go to Data Sources > Add Data Source > Google Drive > Add Integration and enter the URL of the Google Drive folder 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.

See a walkthrough of this integration here: 

Google Slides

Connect your Google Drive to easily pull in Sheets and Slides for use in Slideform. Here's how: Authenticate with Google

After authenticating your Google account, go to Data Sources, click Add Data Source, and choose Add Integration on the Google Slides card. On the next screen you will be able to select the file from Google Drive with the built in Google file picker.

 

If you are not able to authenticate your Google account, you may follow this manual process:

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 (CRM)

This integration supports querying standard and custom objects from Hubspot. To connect your Hubspot CRM data 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. In Slideform, enter a name for the Hubspot CRM data source.

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

 

HubSpot (Dashboards)

This integration supports embedding charts and visuals from your Hubspot Dashboards. This integration uses report emails from HubSpot to access the dashboard charts and tables. You or your email admin will need to set up auto-forwarding of these messages from HubSpot to Slideform.

  1. Set up dashboard emails. Log into Hubspot and navigate to your dashboard. In the upper right corner, choose Share and select "Email this dashboard".
    1. Set up the recurring emails as shown.hubspot_dashboard_email_settings 
      Select yourself as the internal recipient.
      Enter an informative email subject. This will be used to identify the dashboard in Slideform.
      You can select any schedule for the emails; this will be the refresh rate for the data in Slideform.
      Select ZIP of PNGs for the attachment.
      You may send with or without dashboard filters depending on your needs.
      Click Schedule e-mail.
  2. Set up email forwarding from your email account to Slideform. 
    1. In Gmail, go to Settings > Forwarding, > Add a forwarding address to share@slideform.co. Slideform staff will need to approve your request, so please give us a head's up before setting this up.
    2. Set up a filter to forward the HubSpot dashboard emails to share@slideform.co. This can be achieved by a filter on emails from noreply@notifications.hubspot.com and click Has attachment.
       
    3. If you do not use Gmail, please set up forwarding and contact Slideform to make sure that we are receiving the dashboard messages.
  3. Add the data source in Slideform.
    1. Log into Slideform. Go to Data Sources, Choose Add Data Source, and click Add Integration on the HubSpot (Dashboards) card.Screenshot 2024-06-20 at 3.22.20 PM
    2. On the next page, click the Authenticate button. A new window will open.
    3. Choose the Hubspot account you want to connect.
    4. Click Connect app. You are now linked. Please close that window and return to the Slideform interface.
    5. Back in Slideform, enter a name for the data source, and enter the email address of the "Internal Recipient" that the HubSpot dashboard emails are sent to. Click Save.
  4. The new data source will appear on the Data Sources screen. New data will only be captured once a day when the emailed dashboard is sent by HubSpot.

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.Screenshot 2024-06-05 at 3.59.36 PM

    Click Add Integration under Looker Studio.

  2. On the next page you will be prompted to enter a name for this data source and the dashboard URL. 
  3. Open your Looker Studio dashboard. Copy the URL of the dashboard and paste it into Slideform in the Dashboard URL box.
  4. In Looker Studio, click Share and add viewer access for share@slideform.co. 
  5. In Looker Studio, Edit mode, look at File > Embed Report. Make sure that the checkbox next to Enable Embedding is clicked On.

  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. Chart 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 optional settings, click Save and then Refresh to pull in new data from your dashboard.

Looker Dashboards

Link your Looker charts, Looks, metrics, and other dashboard elements to Slideform for use in presentations and reports.

Slideform uses an API- based integration. This is the most scalable approach for situations with many looks, dashboards, and filters. This method requires access to API keys and permissions are controlled at the user level. API credentials are associated with specific Looker users.

In Slideform, go to Data Sources and click Add Data Source and click Add Integration under Looker (Classic).Screenshot 2024-06-05 at 3.38.09 PM
  1. On the next page, you will enter a name for the data source, the Looker dashboard instance URL, the client ID, and client secret.
  2. In Looker, navigate to your dashboard and copy the Instance URL into Slideform.
  3. Navigate to your Looker user settings and click on API Keys > Edit Keys. From there, click on New API Key to generate a new client ID and client secret. Enter these into Slideform.
  4. Click Save in Slideform.
  5. The new data source will appear on the Slideform Data Sources screen. This may take a few minutes.


Power BI

Link your PowerBI dashboard to Slideform for use in your presentations.


  1. In Slideform, go to Data Sources and click Add Data Source. Click Add Integration under PowerBI.
  2. Enter a name for this data source.
  3. Authenticate with your Microsoft credentials. A new tab will open to enter your credentials. Afterward, please come back to the original Slideform page to finish setting up your datasource.
  4. Select the workspace (Group) and report that you want to connect.
  5. If you need to use your personal workspace, you can add share@slideform.co as a guest collaborator on your dashboard and enter the URL to the dashboard (not the share link), and the session email should be set to share@slideform.co.
  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. Auto Crop: Use Auto Crop to decrease the amount of white space around the dashboard elements.
  7. 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

Connect your Tableau dashboard to Slideform.

  1. In Slideform, go to Data Sources and click Add Data Source. Click Add Integration under Tableau.Screenshot 2024-06-05 at 4.16.37 PM
  2. Enter a name for this data source. Next you will provide the connection information from Tableau.
    1. Tableau login: your username or login name
    2. Tableau instance URL. The instance URL should look like this: https://10ax.online.tableau.com".
    3. Tableau site name. The site name is usually found after the "#/site" in the URL.
  3. Tableau requires Connected App credentials (with Direct Trust). To get started, navigate to your Tableau settings and click on Connected Apps. From there, create a new connected app with the Direct Trust option.(First) Connected Apps-1
  4. Create a new connected App with the following settings:
     (Second) Create Direct Trust App
  5. Enter the Client ID, Secret ID, and Secret Value to Slideform where requested.
    (Third) Copy Secret Information
  6. Optional settings:
    1. Set how much time to wait for page reloads (otherwise automatic). 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.
    2. Auto Crop. Use Auto Crop to decrease the amount of white space around the dashboard elements.
  7. Click Test Connection. If there are any errors, a message will appear on the screen.
  8. The new data source will appear on the Slideform Data Sources screen. This may take a few minutes.

 


IntentWise or Reason Automation

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

 

For additional help, contact support@slideform.co