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clarify where to find gsheets auth fields #4900

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24 changes: 14 additions & 10 deletions website/docs/docs/use-dbt-semantic-layer/gsheets.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,6 +5,8 @@ tags: [Semantic Layer]
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
Original file line number Diff line number Diff line change
Expand Up @@ -5,6 +5,9 @@ tags: [Semantic Layer]
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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