Expert Tips

Setting Pipefy Dashboards in PowerBi using Google Sheets

  • 3 July 2020
  • 2 replies
  • 348 views
Setting Pipefy Dashboards in PowerBi using Google Sheets
Userlevel 4
Badge +2

 

Hi everyone, I’m here to share how you can easily add a Data view (KPIs, SLA etc) in PowerBi using Google Sheets as a data repository.

 

Here is a step-by-step on how to configure it:

  1. Connect Pipefy and Google Sheets using Zapier by selecting the trigger New Card  or  Moved Card, so every time you create a new card, it will automatically go to the spreadsheet.
  1. Second, connect Google Sheets and Power Bi using using the Web Page Connect option.

 Tip: to connect both you need to follow the steps below:

  • Copy the shareable URL link
  • Open PowerBi workspace and use the web as a source
  • Past the link from Google Sheet and change to:

"edit?usp=sharing" TO "export?format=xlsx"

The connection is done. Customize your dashboard as you like.

Pro Tip: Update information using the schedule for PowerBi or update your data manually. 

 

That’s it! If you have any questions or suggestions, just comment below.

Thanks!
 


2 replies

Userlevel 7
Badge +8

Great tips, @anaafk 

 

Thanks for sharing! :grinning:

Userlevel 5
Badge +2

This is great! thank you

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