The Google Sheets Executive Summary widget is designed to allow you to aggregate and compare data from a Google Sheet and display it in your PDF reports. This is a powerful widget that allows you to create an executive summary on data that NinjaCat otherwise would not support.
Here is sample of the widget being used to create a NinjaTrack call tracking summary report:
Creating your Google Sheet:
The first step is to create your Google Sheet that you will use to populate the data in your Executive Summary. Here are a few tips to help you get started:
- If you are going to be filtering the sheet by client ID or by client name, Column A must be an exact match the name or ID of the advertiser.
- Each row in your Google Sheet will be associated with a single date. You must have a Date column specified in your widget in order for the data to be aggregated into your summary.
- Row 1 in your Google Sheet must be a header row. The title for each item in your Summary will be populated from what appears in this header row.
- The data rows in your Google Sheet must immediately follow the header row, and there must not be any blank rows in your Google Sheet. The widget will stop processing the data when it finds a blank row in your Google Sheet.
- You can optionally format / average the columns by putting helpers in the first row. The supported values are:
Example: The above sample report was created using the following Google Sheet:
Connecting your Google Sheets Network:
You will need to connect your Google Sheets network before building your template. See Integrating with Google Sheets for details.
Building your Google Sheets Executive Summary Template
Following are the steps to add the Google Sheets Executive Summary widget to your template:
- The Google Sheets Executive Summary widget can be found under “Miscellaneous Widgets” in the template builder. Drag the widget from the right side into the desired area in your template to begin.
- Select your date range and comparison period (if desired) from the Properties tab. Next, configure the “Table” section of your widget. First, give your table a title.
- Next, select the column in your spreadsheet where the date is stored for each data row. The date field is mandatory and without a date, no data will be picked up in your report.
- Next, select the columns in your summary that contain the numerical data that you wish to have aggregated. Column A=0, Column B=1, etc. For example, if your Ninjacat client name/id is in Column A, your Date column is Column B, and your six data columns start with Column C, then you would enter the numbers: 2,3,4,5,6,7.
- Select your google sheets network, the name of your google sheet and the tab in that sheet where the data appears.
- If you are using the same Google Sheet for multiple clients, you will want to filter the data either by Client ID or by client name as it appears in NinjaCat.
IMPORTANT: If you want to filter by client, then you MUST have your client data in Column A of your spreadsheet!
For more help configuring this widget, feel free to email our support team at firstname.lastname@example.org.