See How to add live metrics through Google Sheets to set up a Google Sheets integration with ScaleXP.

Using Google Sheets data in ScaleXP

Once you data is connected, you can use it in any Dashboard chart, Report or KPI definition.  These are then re-usable throughout the system in Presentations and other formulas.

To select Google Sheets data, choose Google Sheets, then the data or group of data you wish to use.

Further information on using Google Sheets integrations

See How to edit a metric and change the way a metric is calculated (how to change a formula)  to see how to create a metric using Google Sheets data as an input.

See How to edit a report and create your own custom rows and columns for more information on using metrics in reports.

See How to customize a chart for more information on editing charts.

Is the information uploaded immediately?

Yes.

Information from your Google Sheet is uploaded immediately upon connection.

Should all the google sheet data be on one tab?  

For example, if I have metrics around time usage and also contract usage, should everything be on the same tab?

If you use the Google Sheet integration for multiple purposes, you will need to use different tabs for the metrics or KPIs and usage based.  This is because the format of the data is different. (Customer name and invoice number is inlcuded in the usage data but not in the metrics.)

What if I have already input a lot of historic data using the input tab (Manual Entry) in ScaleXP?

Your manual entry data will remain saved but will not automatically transfer across to the Google Sheet connection.  To have all the data in one place, you will need to enter it again in the Google Sheet.   Once you have transferred the information to the Google Sheet, you will likely want to delete the manually input data just to avoid confusion in the future.