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 on the 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.

Connect 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 right side of 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 Sheets and any generated Google Slides.

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


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 embedding specific pages from the dashboard into your slides. To embed each chart on a different slide, it is helpful to separate out individual charts and visuals onto separate dashboard pages. You can do this easily by copying the chart to a new dashboard page and resizing the page to fit your chart.

1. Open your Looker Studio dashboard. 

2. In Slideform, click on Add Integration under Looker Studio.

3. Enter a name for the data source.

4. Click the Additional pages button to integrate specific pages of the dashboard.

5. For each page in the dashboard, in Looker Studio go into Edit mode, in the File menu, choose Embed Report and copy the iFrame HTML. Enter the iFrame HTML in Slideform and provide a descriptive name for each chart.

6. Click Save.

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

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

To link your Power BI dashboard to Slideform, please contact support@slideform.co


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