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consolidate excel gsheets #5977

Merged
merged 10 commits into from
Aug 29, 2024
Original file line number Diff line number Diff line change
Expand Up @@ -39,9 +39,9 @@ import Tools from '/snippets/_sl-excel-gsheets.md';
type="Microsoft Excel"
bullet_1="There's a timeout of 1 minute for queries."
bullet_2="If you're using this extension, make sure you're signed into Microsoft with the same Excel profile you used to set up the Add-In. Log in with one profile at a time as using multiple profiles at once might cause issues."
queryBuilder="/img/docs/dbt-cloud/semantic-layer/query-builder.png"
/>

<!-- placeholder for excel image URL prop: queryBuilder="/img/docs/dbt-cloud/semantic-layer/sl-and-gsheets.jpg"-->

## FAQs
<FAQ path="Troubleshooting/sl-alpn-error" />
14 changes: 8 additions & 6 deletions website/docs/docs/cloud-integrations/semantic-layer/gsheets.md
Original file line number Diff line number Diff line change
Expand Up @@ -40,13 +40,15 @@ import Tools from '/snippets/_sl-excel-gsheets.md';
type="Google Sheets"
bullet_1="The custom menu operation has a timeout limit of six (6) minutes."
bullet_2="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."
queryBuilder="/img/docs/dbt-cloud/semantic-layer/gsheets-query-builder.jpg"
queryBuilder="/img/docs/dbt-cloud/semantic-layer/query-builder.png"
PrivateSelections="You can also make these selections private or public. Public selections mean your inputs are available in the menu to everyone on the sheet.
Private selections mean your inputs are only visible to you. Note that anyone added to the sheet can still see the data from these private selections, but they won't be able to interact with the selection in the menu or benefit from the automatic refresh."
/>

<!-- adding this section here temporarily (not incl limited policy) until saved queries is available for excel. when saved queries becomes available for excel365 integration:
1. remove the below content (tip and using saved queries header
2. then go to the website/snippets/_sl-excel-gsheets.md snippet
3. And uncomment line 97 - 118 to make saved queries content available to gsheets AND excel -->
<!-- this comment explains the following:
1. uses the /snippets/_sl-excel-gsheets.md snippet file to render gsheets and excel content since they're similar
2. removes the below content (tip and using saved queries header) so it's not duplicative. removing the below content fully a month or so after the launch.
3. keep tje limited policy section in gsheets only and do not add to the /snippets/_sl-excel-gsheets.md snippet file.
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Hiya @mirnawong1

This is a non-blocker (I think) as it appears to have been removed, but I wasn't able to find this section (lines 48 - 51) on the staging preview page).

Kind Regards
Natalie


## Using saved selections

Expand All @@ -56,7 +58,6 @@ Saved selections allow you to save inputs in the **Query Builder** to easily acc
- Save the selection by selecting the arrow next to the **Query** button and then select **Query & Save Selection**.
- The application saves these selections, allowing you to view and edit them from the hamburger menu under **Saved Selections**.

<Lightbox src="/img/docs/dbt-cloud/semantic-layer/gsheets-query-builder.jpg" width="25%" title="Query and save selections in the Query Builder using the arrow next to the Query button." />

You can also make these selections private or public:

Expand All @@ -83,6 +84,7 @@ Access <a href="/docs/build/saved-queries">saved queries</a>, powered by MetricF
- Navigate to **Saved Queries** to access the ones available to you.
- You can also select **Build Selection**, which allows you to explore the existing query. This won't change the original query defined in the code.
- If you use a [`where` filter](/docs/build/saved-queries#where-clause) in a saved query, Google Sheets displays the advanced syntax for this filter.
-->

**Limited use policy disclosure**

Expand Down
18 changes: 7 additions & 11 deletions website/snippets/_sl-excel-gsheets.md
Original file line number Diff line number Diff line change
Expand Up @@ -65,26 +65,24 @@
<li>For time dimensions, you can use the time range selector to filter on presets or custom options. The time range selector applies only to the primary time dimension (<code>metric_time</code>). For all other time dimensions that aren't <code>metric_time</code>, you can use the "Where" option to apply filters.</li>
</ul>

#### Other settings
#### Other settings

<p>If you would like to just query the data values without the headers, you can optionally select the <strong>Exclude Column Names</strong> box.</p>
<p>To return your results and keep any previously selected data below it intact, un-select the <strong>Exclude Column Names</strong> box. By default, we'll clear all trailing rows if there's stale data. </p>
<p>If you would like to just query the data values without the headers, you can optionally select the <strong>Exclude column names</strong> box.</p>
<p>To return your results and keep any previously selected data below it intact, un-select the <strong>Clear trailing rows</strong> box. By default, we'll clear all trailing rows if there's stale data.</p>



<!-- hide this content for initial launch
<Lightbox src={ props.queryBuilder } width="35%" title="Run a query in the Query Builder. Use the arrow next to the Query button to select additional settings." />

## Using saved selections

<p><span>Saved selections allow you to save the inputs you've created in the {props.type} <strong>Query Builder</strong> and easily access them again so you don't have to continuously build common queries from scratch. To create a saved selection:</span></p>

<ol>
<li>Run a <span>query in the {props.type} <strong>Query Builder</strong>.</span></li>
<li>Run a <span>query in the <strong>Query Builder</strong>.</span></li>
<li>Save the selection by selecting the arrow next to the <strong>Query</strong> button and then select <strong>Query & Save Selection</strong>.</li>
<li>The application saves these selections, allowing you to view and edit them from the hamburger menu under <strong>Saved Selections</strong>.</li>
</ol>

<Lightbox src={ props.queryBuilder } width="25%" title="Query and save selections in the Query Builder using the arrow next to the Query button." />
<p><span>{props.PrivateSelections}</span></p>

### Refreshing selections

Expand All @@ -105,10 +103,8 @@
<ol>
<li>Open the hamburger menu in {props.type}.</li>
<li>Navigate to <strong>Saved Queries</strong> to access the ones available to you.</li>
<li>You can also select <strong>Build Selection</strong>, which allows you to explore the existing query. This won't change the original query defined in the code.
<li>You can also select <strong>Build Selection</strong>, which allows you to explore the existing query. This won't change the original query defined in the code.</li>
<ul>
<li>If you use a <code>WHERE</code> filter in a saved query, {props.type} displays the advanced syntax for this filter.</li>
</ul>
</li>
</ol>
-->
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