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clarify where to find gsheets auth fields (#4900)
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per flag from Taylor Dunlap, we're updating the gsheets integration doc
to make it clear where users can find the host, environment id, and
service token when they auth in gsheets.

slack here for more details:
https://dbt-labs.slack.com/archives/C02NCQ9483C/p1707523230551659

also adding a 'beta' flag using lifecycle component
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mirnawong1 authored Feb 13, 2024
2 parents 2b7539f + 581408c commit b9334e4
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24 changes: 14 additions & 10 deletions website/docs/docs/use-dbt-semantic-layer/gsheets.md
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sidebar_label: "Google Sheets (beta)"
---

# Google Sheets <Lifecycle status='beta'/>

:::info Beta functionality
Google Sheets integration with the dbt Semantic Layer is a [beta](/docs/dbt-versions/product-lifecycles#dbt-cloud) feature.
:::
Expand All @@ -20,25 +22,27 @@ The dbt Semantic Layer offers a seamless integration with Google Sheets through
- You must have a dbt Cloud Team or Enterprise [account](https://www.getdbt.com/pricing). Suitable for both Multi-tenant and Single-tenant deployment.
- Single-tenant accounts should contact their account representative for necessary setup and enablement.

## Installing the add-on

1. Navigate to the [dbt Semantic Layer for Sheets App](https://gsuite.google.com/marketplace/app/foo/392263010968) to install the add-on.
## Installing the add-on

- You can also find it in Google Sheets by going to [**Extensions -> Add-on -> Get add-ons**](https://support.google.com/docs/answer/2942256?hl=en&co=GENIE.Platform%3DDesktop&oco=0#zippy=%2Cinstall-add-ons%2Cinstall-an-add-on) and searching for it there.
1. Navigate to the [dbt Semantic Layer for Sheets App](https://gsuite.google.com/marketplace/app/foo/392263010968) to install the add-on. You can also find it in Google Sheets by going to [**Extensions -> Add-on -> Get add-ons**](https://support.google.com/docs/answer/2942256?hl=en&co=GENIE.Platform%3DDesktop&oco=0#zippy=%2Cinstall-add-ons%2Cinstall-an-add-on) and searching for it there.
2. After installing, open the Add-On menu and select the "dbt Semantic Layer for Sheets". This will open a custom menu to the right-hand side of your screen.
3. Authenticate with your Host, dbt Cloud Environment ID, and Service Token.
4. Start querying your metrics using the **Query Builder**. For more info on the menu functions, refer to [Custom menu functions](#custom-menu-functions).

When querying your data with Google Sheets:
3. Find your **Host** and **Environment ID** in dbt Cloud. Navigate to **Account Settings** and select **Projects** on the left sidebar. Select your project and then navigate to the **Semantic Layer** settings. You'll need this to authenticate in Google Sheets in the following step.
- You can [generate your service token](/docs/dbt-cloud-apis/service-tokens) by clicking **Generate Service Token** within the Semantic Layer configuration page or navigating to **API tokens** in dbt Cloud.

4. In Google Sheets, authenticate with your host, dbt Cloud environment ID, and service token.
<Lightbox src="/img/docs/dbt-cloud/semantic-layer/sl-and-gsheets.jpg" width="70%" title="Access your Environment ID, Host, and URLs in your dbt Cloud Semantic Layer settings. Generate a service token in the Semantic Layer settings or API tokens settings" />

5. Start querying your metrics using the **Query Builder**. For more info on the menu functions, refer to [Custom menu functions](#custom-menu-functions).

When querying your data with Google Sheets:

- It returns the data to the cell you have clicked on.
- The custom menu operation has a timeout limit of six (6) minutes.
- If you're using this extension, make sure you're signed into Chrome with the same Google profile you used to set up the Add-On. Log in with one Google profile at a time as using multiple Google profiles at once might cause issues.


## Custom menu functions

The custom menu provides the following capabilities:
The custom menu provides the following capabilities:

| Menu items | Description |
|---------------|-------------------------------------------------------|
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3 changes: 3 additions & 0 deletions website/docs/docs/use-dbt-semantic-layer/tableau.md
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sidebar_label: "Tableau (beta)"
---

# Tableau <Lifecycle status='beta'/>


:::info Beta functionality
The Tableau integration with the dbt Semantic Layer is a [beta feature](/docs/dbt-versions/product-lifecycles#dbt-cloud).
:::
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