<aside> 👉 Do you have visuals that are built in excel that are customized for your board or internal team(s)? We have a way to semi-automate this.

</aside>

Exporting from Subscript

After building a Dashboard with a Data Table (see this article How to create a dashboard), you will be able to export and sync the data to an external product (ie, excel, gsheets).

  1. Click the 3-dots in the top right corner of the data table.

    Screenshot 2023-12-11 at 3.45.18 PM.png

  2. Click Sync into Ext Product

    Screenshot 2023-12-11 at 3.46.39 PM.png

  3. You will get this pop up, and you’ll want to note how you want the data to be exported:

    Untitled

  4. Click Export Data

  5. Copy and paste the URL that will now show up at the top of the Business Snapshot data table.

This URL can be used in Google Sheets and Excel (among other tools that support a live CSV data feed).

Importing to Google Sheets

  1. Navigate into your gsheet.
  2. Complete the IMPORTDATE function
    1. =IMPORTDATA(”paste the URL from Subscript”)
    2. press enter
  3. The data should automatically populate. You may need to re-format the dates, as they might come over into your gsheets file in number format.