Tag Archives: Google Sheets

Easily connect with Salesforce from Google Sheets

We’re publishing an add-on for Google Sheets to connect with Salesforce.

You can use it to import data and reports from Salesforce into Sheets, and to push updates you make in Sheets back to Salesforce. This seamless integration will help your users optimize workflows and reduce duplicate work between the two products.

For example, your Finance team could use the add-on to perform an in-depth forecast based on all current deals in the pipeline. The add-on would pull all data from the relevant Salesforce report into Sheets, where Finance team members could then use other powerful Sheets features, such as Explore, pivot tables, or macro recorder. Or the Sales team could use the add-on to import the details of their accounts from Salesforce and use Sheets to do a bulk update that pushes the changes back to Salesforce.


Get and use the Salesforce add-on for Google Sheets 

This add-on, made by Google Cloud, is currently in Beta. Add-ons are covered by Google Apps Script Additional Terms. To get the add on:


As a G Suite admin you can control access to this add-on the same way you can with any other Sheets add-on.


See our Help Center for more details on how to import, edit, and sync Salesforce data with Google Sheets.

More information 
G Suite Marketplace: Data Connector for Salesforce add-on
Admin Help Center: Install Marketplace apps
Admin Help Center: Control user installation of Marketplace apps
Admin Help Center: Turn a Marketplace app on or off for users
User Help Center: Use add-ons and Apps Script 
User Help Center: Import, edit and sync Salesforce data with Google Sheets


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New Google Sheets enterprise data integrations with BigQuery and SAP

We're introducing two new Google Sheets integrations to make it easier to analyze your data. We’re opening a Beta program for a data connector that dynamically connects Sheets with BigQuery. We’re also announcing the general availability of an integration with SAP ERP that enables teams to seamlessly pull their business data into Sheets.

We hope that these features will make powerful business data more accessible through Sheets’ familiar, intelligent, and collaborative interface. By freeing data from large databases that need analytical experts to query it or from specialized software that not everyone has access to, we can help you get more insight into your business and make better, data-driven decisions.

Easier and better big data collaboration with Sheets and BigQuery integration Beta 

BigQuery can provide powerful analysis of multiple data sets, but needs specialized skills and knowledge which can make collaborating on data difficult. Sheets provides familiar spreadsheet tools that can help whole teams collaborate and make better data-driven decisions.

Users in the Beta will be able to create a BigQuery query, get a preview, and insert the results into Sheets without leaving the Sheets interface. The data can then be refreshed from within the Sheets interface. Teams can use this to:
  • Streamline reporting and dashboard workflows. Have a single source of truth for big data insights without exports that can get out of date and cause errors. 
  • Democratize analysis. The Sheets interface can bring data to wider, less technical teams with a familiar spreadsheet interface and tools like “Explore” and macro recorder. 
  • Increase collaboration. Sheets makes it easy for teams to comment, discuss, and share insights as they analyze and use the data. 

For example, an analyst could set up a query that analyzes data from several datasets in BigQuery. The data from that would then be accessible in Sheets, where the business team could get the latest data, ask questions in plain English, and add comments ahead of finalizing their quarterly reports. What’s more, with parameterized queries, a single analyst could set up a query in Sheets so that dozens of different sales teams could get different results depending on their regional needs—all without requiring the salesperson to know any SQL.

Apply to join the Beta for the BigQuery and Sheets connectors

Sheets and BigQuery users can apply to join the Beta program for this feature. Admins can see more details, review the eligibility requirements, and apply for their domains to join at gsuite.google.com/bq-sheets.


Discover additional insights from SAP ERP with new integration 

The integration between Sheets and SAP that we announced in June has now launched. You can now export data directly from SAP GUI and SAP ECC 6.0 to Sheets and analyze that data with tools like charts, pivot tables, and Explore. With this new integration, you can skip manually exporting data to CSVs and uploading them to Drive. This can help you:
  • Use the Sheets “Explore” feature to find new insights from data in SAP. 
  • Easily analyze and create data visualizations. 
  • Collaborate with a single source of truth. 

Find out more about how to integrate Sheets and SAP.


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Bring teams together with new G Suite integrations

(Cross-posted from The Keyword)



The average employee uses 36 cloud services at work to collaborate or share files. That’s more apps than hours in a day! With so many apps and services, it’s important that your business chooses modern, open tools that make it easy to work with anyone—be it inside or outside of your organization.

We want to reduce complexity for your teams, which is why we’ve built integrations in G Suite like third-party add-ons in Gmail and Google Docs and better interoperability with Microsoft. Today, we’re announcing new integrations in Hangouts Meet and Calendar to help you have even better meeting experiences regardless of the conference technology you use. We’re also bringing you new ways to collaborate in Hangouts Chat and Sheets.

Collaborate easily with new compatibility in Hangouts Meet

Nothing’s more frustrating than hosting a meeting and having trouble getting people to join because of issues with technology—it can interrupt workflows and slow down productivity. We want to make it easier for businesses to use meeting solutions, like Hangouts Meet, without worrying about compatibility with existing equipment. This is why we’re making Meet compatible with traditional video conferencing systems, like Polycom and Cisco. In partnership with Pexip, teams will be able to join a meeting on Meet from their preferred equipment in the coming weeks. We’re also making it possible for Microsoft Skype for Business users to easily join a meeting on Meet directly from their Skype app.

Spotify has benefited from using Hangouts Meet to collaborate both internally and externally. Says Martin Antonsson, AV Infrastructure Engineer at Spotify, “Interoperability between Hangouts Meet and other video conferencing systems is fundamental to enabling collaboration. Now we can focus on having productive meetings instead of worrying about the technology.”

 Build add-ons in Google Calendar, join meetings in a cinch

A big part of having productive meetings is making sure that the right folks are able to join them. That’s why we’re announcing support for third-party conferencing natively in Google Calendar. Soon conference providers can easily build add-ons to create, view and join a video conference directly from a Calendar event. Users can simply click a link in the Calendar invite to join on web or mobile.



Cisco Webex is building an add-on to help users easily schedule meetings right from Google Calendar without requiring a download or plug-in. Arkadin, GoToMeeting, LogMeIn, Dialpad, RingCentral, Vidyo and Vonage are also building add-ons to help them more easily meet with their customers. These third-party conferencing add-ons will be available in the G Suite Marketplace in the coming months with details to come for developers.

You might have seen that we made it easier to view schedule availability across Google Calendar and Microsoft Exchange last year. Building on this, we’re also announcing a way for you to book resources like rooms, equipment and more in Microsoft Exchange. If you use G Suite, you’ll be able to easily view and book resources stored in Exchange and Office 365 in the coming months.

Work with teams outside of your domain in Hangouts Chat

After you get the right people in the room with the right setup, it’s important to be able to share information in real time during your meetings—even with folks who may not be in your company. In the coming months, you’ll be able to include people from outside of your organization in Chat, making it easy to stay aligned with clients, vendors, partners and others, all from one place.

Resuelve—a consumer debt management business based in Mexico—uses guest access in Chat to connect with people outside of their organization, particularly as they look to grow their presence in additional regions. "Hangouts Chat has been crucial to our company's ability to expand into other markets,” says Jordi Adame, Chief Technology Officer of Resuelve. “It’s helped our internal teams be productive and we're looking forward to connecting with people outside of our organization in a similarly efficient way.”

New SAP integrations with Google Sheets

Companies often have critical business data in their SAP systems. In an upcoming SAP release, employees will be able to discover additional insights from their ERP content by importing it directly into Google Sheets. With this new integration, you can skip manually exporting data to CSVs and uploading them to Drive. Instead, export directly to Sheets and analyze data with tools like intelligent pivot tables. You can also skip tedious formatting by recording macros in Sheets, making it easier to streamline business processes and share information across teams right away.



Looking ahead

In the coming months, you’ll be able to join conferences on Hangouts Meet from your existing meeting room hardware, book rooms from Microsoft Exchange in Google Calendar and collaborate with folks outside of your domain in Hangouts Chat. You’ll also start to see integrations with Google Sheets in an upcoming SAP release, too.

Learn more about how your business’ technology can co-exist with G Suite. Visit the Next ‘18 website to register.

New insights in Google Docs Activity dashboard

We’re introducing new features to provide more insight and help you collaborate through Activity dashboard in Google Docs, Sheets, and Slides. This will help make the data in Activity dashboard:

  • More actionable. Users can quickly email file collaborators. 
  • More useful. Users can see viewing patterns over time. 


Email collaborators through Activity dashboard 

In just a few clicks, users can pick recipients, customize, and send a follow-up email with the link to the file. Users can:

  • Select who to email. There are shortcuts for collaborators who have viewed the file or have not viewed the file, or you can pick recipients manually with checkboxes (see image below for example). 
  • Customize an email. Users can write a message to chosen recipients. 
  • Send the email. 

See our Help Center for detailed instructions on how to send emails through Activity dashboard




See viewing patterns over time 

A popular request from our users is to have more insight into patterns around viewing data on files. So we’re adding a chart showing how many viewers have visited the file over time. You can adjust the date range, and hover over specific data points for more details.



Use our Help Center to find out more about how to understand the data in Activity dashboard.

Launch Details
Release track:
Launching to Rapid Release, with Scheduled Release coming in two weeks

Editions:
Available on G Suite Business, Enterprise, Education, and Nonprofit editions

Rollout pace:
Gradual rollout (up to 15 days for feature visibility)

Impact:
All end users

Action:
Change management suggested/FYI

More Information





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Expanding Braille support in Google Sheets

As part of our ongoing effort to make our products more accessible, we’re expanding support for Sheets on Windows computers via the latest versions of the JAWS and NVDA screen readers.

Earlier this year we launched Braille support in Google Sheets, and recently announced expanded support for Windows computers. Users with a Braille display will be able to read and edit cell contents, as well as navigate between cells in a sheet. This expanded Braille support will roll out to all users over the next two weeks. With these updates, Braille support on Sheets will be available on the following platforms: 

Chrome OS 
On Chrome OS, you can use ChromeVox with Chrome.

Windows 
On Windows, you can use JAWS or NVDA with Chrome, Firefox, or Internet Explorer. Please upgrade to a recent version of JAWS 2018 (2018.1803.24 or newer) or NVDA (NVDA 2018.1 or newer).

Mac 
On Mac, you can use VoiceOver with Safari or Chrome, on Mac OS X Yosemite.


Note: This will only work with recent versions of these browsers and screen readers. To use the feature, make sure your screen reader software is up to date.

For more details on Braille support in Sheets, including detailed software requirements, see our Help Center article on how to use a Braille display to read and enter text.

Launch Details 
Release track:
Launching to both Rapid Release and Scheduled Release

Editions: 
Available to all G Suite editions 

Rollout pace: 
Gradual rollout (up to 15 days for feature visibility)

Impact: 
All end users

Action: 
Change management suggested/FYI

More Information 
Help Center: Accessibility for Docs Editors
Help Center: Use a Braille display to read and enter text 


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Get more control over chart data labels in Google Sheets

We’re adding new features to help the charts you create in Google Sheets better represent the data they contain. These features include showing total data labels for stacked charts and controlling where data labels are placed.

Show totals in stacked charts
You can now add total data labels in stacked charts, which show the sum of all content in a data set.



Choose the alignment of your data labels
You can also choose where data labels will go on charts. The options you have vary based on what type of chart you’re using.

For column and bar charts, the data label placement options are:

  • Auto - Sheets will try to pick the best location
  • Center - In the middle of the column
  • Inside end - At the end of the column
  • Inside base - At the base of the column
  • Outside end - Past the end of the column


For line, point, and area charts, the placement options are:

  • Auto - Sheets will try to pick the best location
  • Center - over the middle of the plot point
  • Left - to the left of the plot point
  • Right - to the right of the plot point
  • Above - above the plot point
  • Below - below the plot point


Launch Details
Release track:
Launching to Rapid Release, with Scheduled Release coming in two weeks

Editions:
Available to all G Suite editions

Rollout pace:
Gradual rollout (up to 15 days for feature visibility)

Impact:
All end users

Action:
Change management suggested/FYI

More Information
Help Center: Edit a chart in Sheets

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Think macro: record actions in Google Sheets to skip repetitive work

(Cross-posted from The Keyword)

Since their debut nearly 40 years ago, spreadsheets have remained core to how businesses get work done. From analyzing quarterly revenue to updating product inventory, spreadsheets are critical to helping companies gather and share data to inform quicker decisions—but what else can you do if they’re in the cloud?

We’ve been focused on making Google Sheets better for businesses for this reason, which is why we’ve recently added new features to help teams analyze and visualize their data. Today we’re adding more updates to Sheets, including a way to record macros in the cloud to automate repetitive tasks, as well as more formatting options. Check it out.

Record macros in Sheets, skip mundane tasks

We want to help companies automate work by approaching macros differently: cloud-first. Starting today, you can record macros in Sheets. Let’s say you need to format new data imports or build the same chart across multiple sheets of quarterly data. Repeating the same steps manually can take hours, but the Sheets macro recorder lets you record those actions and play them back on command without having to write any code.


Here’s how it works: when you record a macro, Sheets converts the macro actions into an Apps Script automatically. If you want to update your macro, you can simply edit the script directly instead of having to re-record the macro from scratch. You can also write your own Apps Script functions and import them as new macros.

The best part about Sheets macros is that they’re built for use in cloud-based files, which means that teams can run macros at the same time that others are working in the sheet without interrupting them. For example, a finance team having a budget meeting can run macros while reviewing the same spreadsheet. It also means that coworkers or clients won’t be forced to download sensitive files to use your macros. Since your Sheets files are in the cloud, you can keep tighter controls over who can view and re-share your data.

More updates to Sheets

You may have noticed that over the past few years we’ve put effort toward building Sheets features to help businesses view, analyze and share their data more easily. This includes adding new chart types (waterfall and 3D), ways to embed charts while keeping data up-to-date in Docs and Slides (even if you move files), more functions (up to 400+ now), additional formatting, print options and more. 

Today, we’re adding even routinely requested features, including the ability to add printing page breaks, custom paper sizes, more options for row and column grouping and a way to add checkboxes in cells. We’ve also made it possible for you to group your data by time frame (like week, month or year) when you create pivot tables.

Speaking of pivot tables, our engineering team has also been hard at work bringing the power of Google’s artificial intelligence into Sheets to help teams know what their data knows. You might have noticed that we recently added intelligent pivot tables in Sheets to help analyze and find new insights, no matter how skilled you are at data analytics.


Companies like Whirlpool Corporation and Sanmina are using Sheets for more collaborative data analysis. These latest additions are designed to make Sheets a go-to resource for businesses and will begin to roll out today. Learn more about Sheets on our Learning Center.



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Additional details on new macro recorder and formatting options in Google Sheets

In our earlier post, we provided an overview of some of the ways we’re making Google Sheets better for business. This included several new feature announcements. This post will provide some more specific feature and rollout information that may be useful to G Suite admins.

Record macros in Sheets
To help save your team time when completing repetitive tasks, you can record macros in Sheets. When you record a macro, it’s saved as an Apps Script that you can run in the cloud whenever you need to perform the task. You can also edit the script to change it, or import existing Apps Scripts as new macros. See the previous post for more details, or the Help Center for the specific how-tos.

Group rows and columns in a spreadsheet
There’s a new option to group rows or columns in Sheets. This makes it easier to collapse or expand several rows and columns at once to customize your view. See the Help Center for more on how to manage rows, columns, and cells.


Add checkboxes to a list in Sheets
You can turn a list of items into a checklist with the new checkbox feature. See the Help Center to learn how to add and use checkboxes.


Improved date-based pivot tables
We’re making it easier to work with dates in pivot tables by adding an option to create groupings by time and date, including hour, day, month, quarter, year, and more. See the Help Center to learn how to add and use pivot tables.


Better spreadsheet printing
We’re adding new features to make it easier to print spreadsheets. Specifically, you can specify custom paper sizes and set custom page breaks. This makes it easier to get the right content from a spreadsheet on a printed page. See the Help Center for more about how to print from Google Sheets.


Launch Details
Release track:
Launching to Rapid Release, with Scheduled Release coming in 4 weeks

Editions:
Available to all G Suite editions

Rollout pace:
Extended rollout (potentially longer than 15 days for feature visibility); rollout to Scheduled Release domains will only start after rollout to Rapid Release domains is complete.

Impact:
All end users

Action:
Change management suggested/FYI

More Information
The Keyword: Think macro: record actions in Google Sheets to skip repetitive work
Help Center: Automate tasks in Google Sheets
Help Center: Customize a pivot table
Help Center: Print from Google Sheets
Help Center: Edit rows, columns, and cells in a spreadsheet
Help Center: Add and use checkboxes



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Menu and toolbar updates in Google Docs editors

Based on usage data and your feedback, we’re making some changes to the menus in the web versions of the Google Docs editors. These are similar to the changes we made in December, in January, and in February and will make it easier to find certain items.

Changes that affect the Google Docs and Google Slides menus: 
  • In the Format menu, text formatting options (including bold, italic, font size, and more) will be moved to a new “Text” submenu.

Changes that only affect Google Slides menus: 
  • The Table menu will be removed. Options to add or remove a table will be in the Insert menu. Options to format tables will be in the Format menu. 
  • In the Slide menu, four options for moving slides will be moved to a new “Move” submenu. 
  • In the Arrange menu, "Align horizontally" and "Align vertically" will be moved into a new "Align" submenu. 

Changes that only affect Google Docs menus and toolbars: 
  • In the toolbar, text color and highlight color will be split into separate controls for each. 
  • In the toolbar, a new option will be added to “Insert image” 
  • The Table menu will be removed. Options to add or remove a table will be in the Insert menu. Options to format tables will be in the Format menu. 

Changes that affect all Docs editors menus (including Google Docs, Slides, and Sheets): 
  • Items in the Insert menu will be reordered.

These changes will only affect the visual menu on the web version of these products. All options will still be available via keyboard shortcuts and the search box in the Help menu.

Launch Details 
Release track:
Launching to Rapid Release, with Scheduled Release coming in two weeks

Editions: 
Available to all G Suite editions

Rollout pace: 
Extended rollout (potentially longer than 15 days for feature visibility)

Impact: 
All end users

Action: 
Change management suggested/FYI

More Information
Help Center: Keyboard shortcuts for Google Docs 
Help Center: Keyboard shortcuts for Google Slides 
Help Center: Docs editors homepage

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Improve collaboration in Google Docs, Sheets, and Slides with Activity dashboard

G Suite makes it easier for users to collaborate efficiently and effectively. An important part of collaboration is deciding how and when to follow up with others. To help inform these decisions, we're introducing Activity dashboard in Google Docs, Sheets, and Slides. It’s a feature that lets users with edit access see who has viewed the file and when they viewed it.



For example, a user can check if a coworker has seen a file already and alert them that it’s been updated. Or an account manager can judge the best way to follow up with a partner, depending on whether that partner has viewed the materials they previously sent.

As of March 7th, G Suite administrators have access to new Admin console settings to control the Activity dashboard feature for their domain or the organizational units (OUs) within it. On March 21st, end users will begin to see Activity dashboard in Docs, Sheets, and Slides. See the “Release schedule” section below for more information.

Understand when user viewing data will be visible

A file’s Activity dashboard contains viewing data, which is information on who viewed the file and when they viewed it. The viewing data that’s shown in the dashboard depends on both your organization’s Admin console settings and a user’s individual settings:

  • As an admin, you can determine whether viewing data from your organization’s users is shown in Activity dashboard. Specifically, you can choose to make viewing data for your organization’s users visible, not visible, or only visible within your organization. See the “Review and change your organization’s Activity dashboard settings” section below for more information.
  • If you make viewing data visible for your organization, your users can still choose to exclude their individual viewing data from showing in Activity dashboard via their personal privacy settings. If an admin makes their organization’s viewing data not visible, your end users won’t be able to choose to share their viewing data. See the “End user controls for Activity dashboard” section below for more info.

Users with edit access to a file and who belong to the same domain as the file’s owner will be able to see that file’s Activity dashboard and any viewing data which is available in it.

Review and change your organization’s Activity dashboard settings

Admin controls for Activity dashboard are now available in the Admin console. There are three options:
  • On: Activity dashboards show all user views, unless individual users hide their information.
  • On - Only within your domain: Your users’ viewing information is only visible in Activity dashboards of files owned by users in your domain and to other users within your domain, unless individual users hide their information. Your users’ viewing data will not be visible in Activity dashboards of files owned by users in other domains.
  • Off: Your users’ viewing data will not show up in Activity dashboard for any file. Your users may be able to see whether external users have viewed their files, depending on the Activity dashboard settings of those external users.


Find out how to change the setting for your organization in our Activity dashboard Help Center article for admins.

Note: Activity dashboard and its settings don’t affect the data collected in your G Suite Drive audit log.

End user controls for Activity dashboard

When Activity dashboard becomes available to your users, they’ll see a notification in Google Docs, Sheets, and Slides that explains the feature and their control options. Activity dashboard will only show viewing data for a user after they see this notification. It will not display any activity from before they saw it.



All users will have access to privacy settings that allow them to control whether their views show up in Activity dashboard at any time. For more information and to change settings, users can see the Activity dashboard Help Center article for users.

Release schedule

Admin console settings are available now. Activity dashboard will start to become available to users in two weeks:

  • If your domain is on the Rapid Release track, Activity dashboard will not be available to end users before March 21st. Due to a gradual rollout, all Rapid Release domains may not have access to the feature for up to two weeks after that. 
  • If your domain is on the Scheduled Release track, Activity dashboard will not be available to end users before April 9th. Due to a gradual rollout, all domains may not have access to the feature for up to two weeks after that. 


Learn more about this feature in our Help Center article on how your users can use and control Activity dashboard, as well as our Activity dashboard Help Center article for G Suite admins.

Over time we’ll add features to Activity dashboard to provide more insights into activity on the file and to make it easier to communicate with collaborators directly from Activity dashboard.

Launch Details
Release track:
  • Admin console settings are available today to Rapid Release and Scheduled Release domains. 
  • User-facing feature will begin to roll out to Rapid Release domains in two weeks and to Scheduled Release domains in five weeks. 

Editions: 
  • Activity dashboard access: Available to G Suite Business, Enterprise, Education, and Nonprofit editions only. Users will be able to see the Activity dashboard for a file if they have edit access to that file. 
  • Activity dashboard viewing data visibility settings: All users have access to privacy settings for Activity dashboard, as data from users in all G Suite editions can appear in the dashboard. 

Rollout pace: 
Gradual rollout (up to 15 days for feature visibility) 

Impact: 
Admins and end users

Action: 
Admin action suggested/FYI

More Information
Help Center (admins): Let users see who viewed files 
Help Center (users): See who has viewed Google Docs, Sheets & Slides


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