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Update key results from Excel or Google Spreadsheets

To update key results (KRs) in Workboard directly from a Excel or Google spreadsheet, link cells in your worksheet to your KRs. As you make changes in the spreadsheet, your KRs in Workboard will be updated automatically.

Update Key Results from Google Spreadsheets

Watch this video for a demonstration of the Google Spreadsheet connector in action:

To get started with updating a Workboard KRs from a value in a Google spreadsheet, click here to go to Workboard's connector wizard, and click the Google Spreadsheet button to launch the wizard.

1. Select the Key Result you want to update.

2. Copy the block of code that is generated — you will need it for Step 4.

3. Also make a note of the "named range" value that will appear in the instructions just below the code (it will look like "WoBo_Metric_####"). You will need this for the next step.

4. Go to your Google Spreadsheet, right-click on the cell you want to use as your data source, and select "Define named range." Change the default value to "WoBo_Metric_####" (the value from step 3), and click the "Done" button. This will allow you to add rows or columns to your spreadsheet without disrupting the flow of data into Workboard.

4. On your Google Spreadsheet, click on Tools, then Script Editor.

5. Paste the block of code you copied in step 2 into the script editor, and press the Save button.

6. On the same script editor window, click on "Edit", then Current project's triggers.

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7. Add a new trigger: for Run, select "updateMetric_{metric_id}". For Events, choose "From spreadsheet" and "On change."

8. And you are all set! Now whenever there is any update to the cell with the range named "WoBo_Metric_{metric_id}," your changes will be reflected automatically in Workboard in realtime.

Update Metrics from Excel

Note: this webhook utilizes Visual Basic, which is only available in Microsoft Excel for Windows.

To automatically update a Workboard KR from a value in an Excel spreadsheet, click here to go to Workboard's pre-built connector catalogue, and click the Microsoft Excel button.

1. Select the Workboard KR you want to update.

2. Copy the block of code that is generated — you will need it for step 6.

3. Also make a note of the "named range" value that will appear in the instructions just below the code (it will look like "WoBo_Metric_####"). You will need this for the next step.

4. Go to your Excel spreadsheet, right-click on the cell you want to use as the source for your key result, and select "Name a range." Change the default value to "WoBo_Metric_####" (the value from step 3), and click the "OK" button. This will allow you to add rows or columns to your spreadsheet without disrupting the flow of data into Workboard.

 

5. Click on the Developer tab in the top row of your Excel window. (If you don't see the Developer tab, click on File -> Options -> Customize Ribbon, and check the box labelled "Developer" under Main Tabs.)

6. Double click on Visual Basic. In the left-hand window (under VBAProject > Microsoft Excel Objects), select either the specific sheet your data cell is on or ThisWorkbook (to apply to the entire workbook). Paste the code you copied in step 2 into the main editor window, click the save button, and exit the editor.

6. If it's not already, you'll need to save your Excel sheet as a Macro-Enabled Workbook (.xlsm).

7. You're set! Now whenever there is any update to the cell with the range named "WoBo_Metric_#####," your changes will be reflected in Workboard.

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