Using the O365 Excel integration in a metric

This guide explains how to use the Excel (Office 365) integration to create a metric in Smaply. After setting up the integration, you can map your Excel spreadsheet data to a metric and visualize it as a chart.

Step 1: Add a Metric

1. Navigate to the Metrics section in Smaply.

2. Click Add Metric.

3. Enter a descriptive Name for your metric (e.g., "Employee Salary").

Step 2: Select Excel as the Data Source

1. In the Source dropdown, select Excel (Office 365).

2. Choose the metric Type (e.g., Series).

Step 3: Select Your Excel File and Sheet

1. Click Change to select an Excel file from your connected Office 365 account.

2. Select the relevant Sheet from the file.

3. (Optional) Check Make top row headers if your data has labeled columns in the first row.

Step 4: Map Data Fields

1. Data Label: Choose the column that represents the category or labels for your metric (e.g., "Full Name").

2. Data Values: Select the numerical column that you want to use for the chart visualization (e.g., "Annual Salary").

3. (Optional) Select bottom rows if you want to pull data from the bottom of the sheet instead of the top. For example, selecting 10 rows from a sheet with 1,000 rows will take the last 10 instead of the first 10.

4. (Optional) Number of rows: Specify how many rows of data should be included (maximum of 50).

Step 5: Finalize and Save

1. Review your selections to ensure the correct data mapping.

2. Click Save to generate the metric.

3. Your metric will now be visualized based on the selected data.

Troubleshooting

• No data appearing? Ensure that the selected Excel sheet contains the correct headers and data.

• Incorrect values displayed? Verify that numeric data is mapped under Data Values.

• Can't connect to Excel? Check your Office 365 authentication and permissions.