Google Sheets

Google Sheets + Google Sheets Integration

Distribute data from one Google Sheets into many Google Sheets, take backup and more

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.

What is Google Sheets?

Google Sheets is a spreadsheet program included as part of a free, web-based software office suite offered by Google within its Google Drive service.

In Sheet Director Google Sheets application is used to segment a field by using a particular parameter and store the particular data in a new Google Sheet or an existing Sheet.

Use Case(s)

> Distribute: Segment data from a source sheet and send that data across 'n' number of sheets based on configuration.

> Backup: Backup the whole sheet to the drive folder.

> Consolidate: Combine data from multiple spreadsheets into a single spreadsheet.

Google Sheets

Sheet Director

Google Sheets

Google Sheets + Google Sheets Integration

What is Sheet Director?

What is Google Sheets?

Use Case(s)

> Distribute: Segment data from a source sheet and send that data across 'n' number of sheets based on configuration.

> Backup: Backup the whole sheet to the drive folder.

> Consolidate: Combine data from multiple spreadsheets into a single spreadsheet.

Distribute Service

Demo Video: How to integrate Google Sheets & Distribute Service?

Filter data

Segment data

Scheduler Settings:

Notification Settings:

Backup Sheet Service

Demo Video: How to integrate Google Sheets & Backup Service?

Drive Backup

Backup Tab Service

Demo Video: How to integrate Google Sheets & Backup Tab Service?

Sample Output

Consolidate service

Demo Video: How to integrate Google Sheets & Consolidate Service?

Automate Service

Demo Video: How to integrate Google Sheets & Automate Service?

Distribute Service

Demo Video: How to integrate Google Sheets & Distribute Service?

Choosing App and Service

Select Google Sheets from the list of applications
Select service as Distribute or Backup

Distribute sends sheet data to different sheets.

Backup sends a backup to the selected folder.

Select the Google Sheet configuration required.

Select the distribution strategy required

Segment data
Filter data

Segmentation is a process of grouping the spreadsheet data by values of the selected field.

Filter is a process of grouping spreadsheet data based on filter conditions.

Filter data

Select Full Sheet or Range.
If Range is selected mention the range of values that is required.
Mention the required filter name.
Select the required matching conditions. The matching conditions are all & any.
Mention the required filter values.
Choose the required field name.
Choose the operator.
Mention the required value.
Click on the "+" icon to add more conditions.

If the filters match the data, then the data will be distributed into the corresponding spreadsheet.

Setup the spreadsheet to which the filtered data is to be distributed.
Click on Choose to select an existing spreadsheet.
Click on Create to create a new spreadsheet.
Select the required spreadsheet tab to store data.
Click on Add Filter to add more filters.

If none of the filters match the data, then the data should be distributed to another spreadsheet.

Switch on Otherwise to setup the Otherwise Sheet.
Click on Choose to select an existing spreadsheet.
Click on Create to create a new spreadsheet.
Select the required spreadsheet tab to store data.

Original Sheet

Filter output sheet

Here the branch rating greater than 2 is displayed as per the given condition.

Segment data

Google Sheet Configuration:

Select Segmented data.
Select the sheet that needs to be configured.
Select Full Sheet or Range.
If Range is selected mention the range of values that is required.

Segmentation:

Segmentation is a process of grouping the spreadsheet data by values of the selected field.
Segment by the field as required.
Choose the spreadsheet and spreadsheet tabs in which the data needs to be saved.

Create a new spreadsheet to save the required data.
Click the save icon to save the details or cancel icon to cancel.
If the spreadsheet is configured it will be highlighted with blue color.
Switch on Auto create new segments if required.

The purpose of Auto Create new segments is to automatically create new spreadsheet with segment name if the segments are not configured.

Switch on Clear old sheet data if the the data from the selected sheet needs to be cleared before saving the current details.
Click on Select Folder to select a folder so that the generated sheet will be saved in the selected folder.
Google sheet Name template appears after switching on Auto create new segments. Mention the template name as required.

Scheduler Settings:

Switch on Run automatically to execute services automatically in background.

Notification Settings:

Configure the Notification settings to setup the email templates and add attachments.

Backup Sheet Service

Demo Video: How to integrate Google Sheets & Backup Service?

Backup sends an entire spreadsheet to your Google Drive.

Select service as Backup
Click on execute to backup the sheet

Drive Backup

Backup Tab Service

Demo Video: How to integrate Google Sheets & Backup Tab Service?

BackTab service that creates a backup of the selected sheet tab into a new one.

Select service as Backup Tab.
Select the Sheet
Choose the Tab Name from the drop-down by clicking on 3 dots.

Click on Execute Button

Sample Output

New sheet tab is created using the Backup tab service.

Consolidate service

Demo Video: How to integrate Google Sheets & Consolidate Service?

Consolidate service combines data from all selected spreadsheets into one destination sheet.

Select the application as Google Sheets.
Select the service as Consolidate.

Choose the spreadsheet that contains data.
Select the conditions as all or any.
Choose the field name for filter.
Choose the required operator.
Mention the required filter value.
Click on Add Filter to add more filters.
Click on Add Spread Sheet to add more spreadsheets.

Consider this scenario: Class X of a school has two sections X.A & X.B. Both section students have attended an exam and their marks are generated separately. Now the teacher needs to get the list of candidates from both classes who have failed the exam in a spreadsheet

Marks of students X.A

Marks of students X.B

From Marks of students of X.B

Select the required filters.
Here 2 filters are used.

Filter by Remarks
Filter by marks

From Marks of students of X.A

Select the required filters.
Here 2 filters are used.

Filter by Remarks
Filter by marks

Select the required destination spreadsheet.

Click on execute to pull the data into sheet.
Click save to save the service.

Sample Output

Here only the students failed with less than 200 marks is displayed here.

Automate Service

Demo Video: How to integrate Google Sheets & Automate Service?

Choose Automate as the Service

Automate Service has Three major sections

Trigger
Conditions
Actions

Trigger

A trigger is an event which is captured and identified

For Example: A change in the Google Sheets tab, or a Change in a Particular Row.

Available Triggers are:

Sheet is Updated: Trigger is Identified when there is a change in the Google Sheet tab.
Column is Updated: Trigger is Identified when there is a change in the selected column of the Google Sheets.
Range is Updated: Trigger is Identified when there is a change in the selected range on Google Sheets.
Row is Updated: Trigger is Identified when there is a change in the the selected row on Google Sheets

Conditions

A circumstances or requirements that need to be met for executing the actions,

(This is optional, if you do not want the conditions then you can simply turn off the On Condition Switch)

Available conditions:

Condition on Column: Conditions which can be applied to the Columns of Google Sheets
Condition on Range: Conditions which can be applied to the Ranges of Google Sheets.

Actions

Actions are the operation which is going to be performed after on the Trigger is executed or the conditions are satisfied

Available Actions:

Copy Row
Sort Sheet
Delete Row
Hide Row
Share Spreadsheet
Add Note
Remove Duplicates

Use Cases:

With this you can resolve a lot of real-life use cases here are a few.

Removing the duplicate records whenever a new row is updated in the Google Sheets.
Automatically Sort a Google Sheet by a column when a new row is updated.
Automatically copy updated row values to the new sheet tab.
Share the Google Sheets with the user email on certain conditions
Send emails to the recipients whenever a new record is updated in the Sheets.