Importing Metrics from MS Excel

Bec Lee
Customer Education Manager

In this video, learn how to import metrics using the MS Excel native metrics integration.


Hey there. In this video, we are going to take a look at how to connect metrics into the cascade metrics library using the Excel native metrics integration.

So for my metrics library here, I'll go ahead and click create a new metric and use the connect to a source option. This is going to allow me to bring in new metrics from an outside source.

Once I select that option, I'll be able to select which, source you're going to use, other Microsoft Excel or Google sheets. In this video, we're gonna be focusing on Excel.

So in this case, I can either create a new connection or select an existing connection. So to create a new connection, I'm just going to give it a name Let's call it the Excel connection.

And once I connect that, I'm going to be prompted just to sign in to my Microsoft account where I have the correct information that I'm wanting to pull it.

So here's a quick look at the sheet that I'm using. As you can see, it's just in my Excel Microsoft account that I've just connected to, and I have the information set up in this sheets pretty straightforward.

And now that I've created that connection, what I can go ahead and do is set up the specific settings. So if I want to connect to a file, folder, or entire drive, In this case, I'm gonna connect to just one file. I'm going to select that sample metrics file. And finally, I'll set the connection privacy. If it's public, anyone in the workspace will be able access it and use this connection to pull in information. If it's private, only I as the owner of the connection will be able to.

Once I set that up, I will be able to select that connection from my drop down, select the file that I'm wanting to pull in. And finally select the sheet that has the data.

Next thing I want to do is select the format of the spreadsheet. My spreadsheet is set up horizontally where I have updates across the top. So I'll just select that. Next, I'll select the column that has the metric titles. So in my case, that is the first column. As you can see after I select that option, it's going to pull in the metrics themselves.

So I will just check the boxes of the ones that I want to pull in here.

Next up, I will use the date format. So the the metric date format used in the spreadsheet is where I'm going to pull it in. So in this case, it is my column one. They're set up. If I click continue these, you can see it's specifically set up with date format. You'll need to make sure that is the case in order for this to work properly.

So that is my number one row.

Next, I can set up my particular settings for the metrics themselves. So as you can see in my spreadsheet here. I do not have any units attached to these items. Cascade is going to pull in just the number itself, and then I will assign the unit in cascade. That's exactly what I'll do here. So my sales is going to be dollars. My rating here is going to be no unit as it's a scale of one to ten.

Employ satisfaction would be a percentage as would my margin here, and then finally customers would be customer's option here.

The other options I'll have here is the set if the data is cumulative or non cumulative. So in this case, I just want it to reflect the the last value here. If I want it to be cumulative, I would put in, for example, for sales, a monthly value per sale. So I would set that and set it cumulative, and it would show either the sum or average of all of those values.

Finally, I can also set the time frame and the trend. So all of these are tracked on a monthly basis. I have one sell per month value, and they're all trending higher is better, but I can set lowers better or no trend if I need to.

Finally, after these are all calibrated, I will connect those metrics. So as can see I have now connected in all of these metrics in time metrics library, these five here along the top. I can click into any of these particular items and access the original I can click into any of these items and access the original data from the sheet I can see it visually here over time. I can see the details of how it is actually set up so that unit, how we're displaying the items and the time frame, And then finally, I'll be able to see a table view that contains all of those individual points that are coming in from the sheet.

So now if I were to add an additional row with that date at a new value for October, for example, cascade would sync, on the hour and pull in that new information so I can keep this up to date. Finally, once these metrics are created, I can go ahead and connect them into measures or use the aggregated metrics feature to connect them and calculate different items together. But that is how you'd go about connecting using the integration into Microsoft Excel to bring in new metrics into the metrics library.

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