How to use Google Spreadsheet in Addition to my Data?¶
Create custom dashboards in Google Spreadsheet that retrieves data directly from Flectra using spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, etc. Formulas are written in Python but programming skills are not required.
From the General Settings, active Google Drive and Google Spreadsheet. The options Authorization Code and Get Authorization Code are now available.
Now, link your Google account with Flectra going to.
Create a new Spreadsheet¶
From the CRM app, for example, go to Favorites and click on Add to Google Spreadsheet.
A new spreadsheet will be automatically created in your Google Drive.
When you opening this new file, a second sheet is created automatically by Flectra with a tutorial/documentation on How to use Google Spreadsheet.
You have 2 different formulas of using Google Spreadsheet in Flectra: retrieve data and retrieve grouped sums.
Google Drive limits the execution time of scripts; if the data you requested takes too long to be delivered, you might get an error. There is no specific size limit, since the time for Flectra to respond depends on several factors - although reading data regarding several thousand records is usually fine.
Retrieve Grouped Sums¶
Mix Flectra data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs.