Sisense Analytics for Google Workspace
  • 23 May 2022
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Sisense Analytics for Google Workspace

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Google Sheets

Datasets can be generated by using a view, a bookmark, or Ask Me. Sheets will fetch 1,000 records at a time, in a raw format, based on the parameters. Once the data is in Sheets, you can interact with it as you would with any other dataset (e.g., use macros, analysis, etc.).

Creating Datasets with a View or Bookmark

  1. Expand the View or Bookmark section.
  2. To add the dataset to the current Sheet, click:
    • Create New Tab to add the dataset to a new tab in the current Sheet
    • Add To Sheet to add the dataset to the existing tab in the current Sheet
  3. Click Stop to cancel. You can stop the download at any time.

Creating Datasets with a Query

  1. Expand the Ask Me section.
  2. Write a natural language query using the view name. See Using Ask Me for more information about how to construct your query.
  3. Click Add to Sheet.

Previewing Datasets

  1. Click Preview on a view, bookmark, or query.
  2. Click Add to Sheet to add data to the tab in the current Sheet.

Creating Bookmarks

Click Bookmark to create a new bookmark from the query. See Using Bookmarks for more information.

Linked Sheets 

Linked Sheets are also known as Related Aggregation. Read about Linked Sheets here.

Refreshing Data

You are able to refresh the data on a single chart, or the entire slide deck. Refreshing will update the data when there is a time range defined.

Google Slides

Creating Visualizations

You can create a chart, table, or summary from the result sets of views, bookmarks, or Ask Me. Creating a visualization generates a linked spreadsheet.

Creating Charts

  1. Click Chart on a view, bookmark, or Ask Me query.
  2. Configure the chart using the options displayed.
  3. Click Add to Presentation.

Field

Description

Title

Title/Description of the chart. This will also be the name of the tab in the linked spreadsheet.

Chart Type

Chart style.

Group

Dimension that displays on the X-axis of your chart.

Stack

Sub-group by which the start is stacked.

Measure

Measure field and its aggregation.

Formula (optional)

Optional date formula that maps to the standard Quick Functions > Change over Time formulas in Sisense.

Records to Show

Number of records to display.

When visualizing a dimension with a large number of unique values, it is highly recommended to not choose the ALL option.

Additional Conditions

Option to customize the filter string of the View or Bookmark.

Creating Tables

  1. Click Table on a view, bookmark, or Ask Me query.
  2. Configure the table using the options displayed.
  3. Click the plus sign ("+") to add multiple groups and measures as needed.
  4. Click Add to Presentation.

Field

Description

Group

The column grouping (add multiple groups with the + button).

Measure

The Measure field and its aggregation (add multiple measures with the + button).

Formula

Optional date formula that maps to the standard Quick Functions > Change over Time formulas in Sisense.

Records to Show

Number of records to display.

When visualizing a dimension with a large number of unique values, It is highly recommended to not choose the ALL option.

Additional Comments

Option to customize the filter string of the view or bookmark.

Summary

  1. Click Summary on a View, Bookmark or Ask Me query

The summary is generated based on the configuration of the view:

  • The first bullet point is the Unique Identifier.
    • If the query has a date filter, the summary will also include a differential analysis between the Previous Period and The Same Period the Previous Year.
  • The second bullet point is the field flagged as the default measure.
    • If the query has a date filter, the summary will also include a differential analysis between the Previous Period and The Same Period the Previous Year.
  • Subsequent bullet points list all the other measures defined in the view aggregates based on the specified aggregation function.

Editing Visualizations

To make changes to visualizations already on slides:

  1. Click the link icon in the top-right corner of the visual.
  2. Click Open source.
  3. Once in the editor and source Sheet, edit the chart using Google Workspace native editing options
  4. Click Update

Format Data

Bookmark

Click the Bookmark button to create a new Bookmark from the query. See Using Bookmarks for more information.

Linked Sheets

The infusion app automatically creates a dedicated Google spreadsheet for each slide deck. It is created the first time you launch the app for the given slide deck. For each chart within the slide deck, a new tab with the name of the chart title appears on the corresponding sheet. The linked sheet can be found by:

  • Expanding the Linked Sheet section:

  • Clicking the link button and selecting Linked Objects:

You will be able to see which views or bookmarks have been used to generate a chart, and thus have a corresponding tab on the Sheet.


Note:
When you delete charts and other linked components from the slide deck, you can choose to clean up the corresponding data in the Google spreadsheet. It is recommended that you name the spreadsheet with the same name as your slide deck so as to not lose, or accidentally delete, the corresponding sheet with the data that backs the charts.

Refreshing Data

You can refresh the data on a single chart, or the entire slide deck. Refreshing updates the data when there is a time range defined.

Note:
  • You cannot refresh charts created directly from the Ask Me NLQ section.
  • You cannot change the data binding (launch the chart creation dialog) of a chart once it is created. Delete the chart and create a new one.

Duplicating Slides

Duplicate enables you to make a copy of the slides deck, but also copies the corresponding spreadsheet.

This is particularly helpful with creating slide decks on a cadence with the same set of data, but in the relevant time range (i.e. Quarterly Business Reviews, etc.). You can then use the Refresh function to automatically update all of the charts on the slide deck with one click.

Note:
Using the Google native “Make a copy” function only copies the slide deck, not the corresponding dashboard.


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