Dynamically linking data between Okappy and Google Sheets

Certain version of Google Sheets can now integrate with Okappy and pull in your information periodically into an Excel sheet where you can then manipulate the data and generate management information.

Read on to find out how to connect Google Sheets with Okappy.

1) Generate your report data formula within Okappy

From within Okappy, generate your Google Sheets URL by

  • Clicking Reports
  • Selecting the relevant report
  • Choose your options and click Generate Report
  • Once the report has been created, click the Google Sheets Icon ( Google Sheets Icon )

Okappy Export Data Google Sheets

  • Click the Copy formula button
  • The formula will be copied

2) Link Your Google Sheets spreadsheet to Okappy

From within Google Sheets,

  • Select a cell
  • Press CTRL V (CMD V) to paste the formula into the cell
  • The data will be loaded into Google Sheets

Okappy Google Sheets Paste Formula

3) Keeping data current

  • If you want to show data added up to the current date, edit the formula you posted above by replacing the date in the toDate parameter with &text(TODAY(),”dd-mm-yyyy hh:MM”)&
  • Google will update the data when you open the sheet and periodically thereafter
  • It’s not currently possibly to change the frequency that Google Sheets updates the data