Exporting Data to Google Sheets

From FojiSoft Docs

Exporting data sets to Google Sheets allows users to effortlessly integrate their data into spreadsheets for further analysis, reporting, and collaboration. This feature in FojiSoft streamlines the process of pushing data into a Google Sheet with minimal effort. Below is a step-by-step guide to help you export your data sets using Google Sheets as the pipeline type.

Prerequisites

Before starting, ensure that:

  • You have the necessary permissions to access and modify the data sets and the Google Sheets you plan to use.
  • You have already created a Google Drive connection in FojiSoft. If not, you’ll need to create one first.

Step-by-Step Process

1. Add a New Pipeline to the Data Set

Start by accessing the data set you wish to export. To add a new pipeline:

  • Navigate to your data set in the FojiSoft platform.
  • Look for the option to add a new pipeline.
  • Select the “+ Add Pipeline” button to start the setup process.

2. Select "Google Sheets" as the Pipeline Type

In the new pipeline setup interface:

  • From the available options, select Google Sheets as the pipeline type. This tells the platform that you will be exporting data directly to a Google Sheet.

3. Complete the Date Range Fields

In this step, you will define the time frame for the data to be exported. These settings control the data extraction intervals:

  • Step: Select the Interval at which data points will be extracted from the data set. This could be daily, weekly, monthly, etc., depending on your needs.
  • From: Define the start date for your data extraction. You can use an absolute date (e.g., January 1, 2025) or a relative date (e.g., "last 30 days") for more dynamic data extractions.
  • To: Set the end date for the data extraction. Similarly, this can be an absolute or relative date, allowing flexibility based on your requirements.

4. Select the Google Sheet

Now, configure where the extracted data will be sent by selecting the appropriate Google Sheet:

  • Connection: In the Connection dropdown, select the Google Drive connection where your target spreadsheet is stored. If the dropdown is empty, ensure you have set up a Google Drive connection first. You can do this by going to your connection settings and adding a new connection.
  • File: Next, select the specific Google Sheet you want to use. If the file is not listed, make sure it has been added to the Authorized Files section of your connection. This ensures that only the files you have access to will appear in the list.
  • Sheet: Finally, choose the target sheet within the selected Google Sheets file. This is where the data will be pushed. If your spreadsheet has multiple tabs, ensure you pick the correct one.

5. Click "Create"

After completing the above configurations:

  • Double-check the date range and Google Sheet selections to confirm everything is correct.
  • Once you are satisfied with the setup, click the Create button to finalize the process.

The data set will now be exported to the selected Google Sheet according to the specified date range and interval. This process ensures that your data is updated consistently and can be used for further analysis, reporting, or sharing.

Conclusion

Exporting data to Google Sheets via FojiSoft offers a seamless way to integrate your data into spreadsheets. By following the simple steps above, you can easily configure data export pipelines and automate the transfer of information into Google Sheets, enhancing collaboration and simplifying your workflows.