Google Sheets and Microsoft 365 Excel

You can import data from a selected Google Sheets file or a selected Microsoft 365 Excel file stored in OneDrive or SharePoint. Data import is similar to Excel and CSV file upload and Import from REST API. You can also schedule regular daily import from the provided sheet. 

If you are using eazyBI for Jira Data Center and do not see the option to import data from Google Sheets or Microsoft 365 Excel, then you should set up authorization in advanced settings to enable this option.

Please at first read about eazyBI cubes, dimensions and measures - you will need to understand the multi-dimensional data model to be able to map source file columns to cube dimensions and measures.

Create a new source application

Google Sheets

Go to Source Data tab and Add new source application and select Google Sheets application type.

If you have created already another similar Google Sheets data source then you can export its definition and paste it in Import definition to create a new Google Sheets source application with the same parameters.

Microsoft 365 Excel

Go to the Source Data tab and Add new source application, then select the Microsoft 365 Excel application type.

If you have already created another similar Microsoft 365 Excel data source then you can export its definition and paste it in Import definition to create a new Microsoft 365 Excel source application with the same parameters.

Only work or school Microsoft 365 accounts are supported. Personal Microsoft accounts (e.g., Outlook.com, Hotmail) cannot be used with this data source.

Source selection

Google Sheets

In the next step you will need to authorize the access to your Google Drive documents and afterward select from which Google Sheets file you would like to import the data.

Selected Google Sheets file should have the first row with column names and the next rows should be data rows that you would like to import.

Microsoft 365 Excel

You will need to authorize eazyBI to access your Microsoft 365 account. You will be redirected to the Microsoft sign-in page where you should sign in with your work or school account and grant the requested permissions.

If your organization's Azure AD administrator has not yet approved eazyBI, you may see a message indicating that admin consent is required. In that case, share the provided approval link with your Microsoft 365 administrator. Once the administrator grants consent, try connecting again.

After successful authorization, eazyBI will search for all Excel files (.xlsx, .xlsm, .xlsb) available in your OneDrive and SharePoint sites. Select the file you would like to import data from, then select the specific sheet within that file.

• Files from your personal OneDrive are shown with a 📁 icon.
• Files from SharePoint sites are shown with a 🌐 icon.

The selected sheet should have the first row with column names and the next rows should be data rows that you would like to import.

Source columns mapping

Spreadsheets source columns mapping is similar to Excel or CSV file columns mapping and Import from REST API. Please review these documentation pages to learn more about columns mapping to eazyBI dimensions and measures.

After mapping all necessary columns you can click Start import. If there will be any mapping errors then they will be shown and columns with errors will be highlighted. If you need to save a draft of mapping then click Back to edit and confirm that you want to save changes.

Importing of source data

If source columns mapping was saved without any validation errors, then the source application will be queued for background import. You will see the updated count of imported rows during the import.

You can later visit the Source Data tab again and click the Import button again to import the latest data from the source. During each import, it will at first delete all data that were imported previously from this source and then import new data. In addition, you can also click Delete data to delete imported data from this source (you need to delete imported data also if you want to change source columns mapping).

Export definition