Google Sheets preview

Preview functionality

Google Sheets integration with the dbt Semantic Layer is a Preview feature.

The dbt Semantic Layer offers a seamless integration with Google Sheets through a custom menu. This add-on allows you to build dbt Semantic Layer queries and return data on your metrics directly within Google Sheets.

Prerequisites

• You have configured the dbt Semantic Layer and are using dbt v1.6 or higher.
• You need a Google account with access to Google Sheets and the ability to install Google add-ons.
• You have a dbt Cloud Environment ID and a service token to authenticate with from a dbt Cloud account.
• You must have a dbt Cloud Team or Enterprise account. Suitable for both Multi-tenant and Single-tenant deployment.
  • Single-tenant accounts should contact their account representative for necessary setup and enablement.

If you're using IP restrictions, ensure you've added Google’s IP addresses to your IP allowlist. Otherwise, the Google Sheets connection will fail.

📹 Learn about the dbt Semantic Layer with on-demand video courses!

Explore our dbt Semantic Layer on-demand course to learn how to define and query metrics in your dbt project.

Additionally, dive into mini-courses for querying the dbt Semantic Layer in your favorite tools: Tableau (beta), Hex, and Mode.

Installing the add-on

1. Navigate to the dbt Semantic Layer for Sheets App to install the add-on. You can also find it in Google Sheets by going to Extensions -> Add-on -> Get add-ons and searching for it there.

2. After installing, open the Extensions menu and select dbt Semantic Layer for Sheets. This will open a custom menu on the right-hand side of your screen.

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 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.

   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 Query Builder functions.

When querying your data with Google Sheets:

• It returns the data to the cell you have clicked on, and each cell where data is requested will have a note attached to it, indicating what has been queried and the timestamp.
• 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.

Query Builder functions

The Google Sheets Query Builder custom menu has the following capabilities:

Menu items	Description
Metrics	Search and select metrics.
Group By	Search and select dimensions or entities to group by. Dimensions are grouped by the entity of the semantic model they come from.
Time Range	Quickly select time ranges to look at the data, which applies to the main time series for the metrics (metric time). You can still optionally use where to filter time ranges
Granularity	Modify the granularity of the primary time dimension.
Where	Filter your data. This includes categorical and time filters.
Order By	Return your data order.
Limit	Set a limit for the rows of your output.

Filtering data

To use the filter functionality, choose the dimension you want to filter by and select the operation you want to filter on.

• For categorical dimensions, type in the dimension value you want to filter by (no quotes needed) and press enter.
• Continue adding additional filters as needed with AND and OR. If it's a time dimension, choose the operator and select from the calendar.

Querying without headers or columns

If you would like to just query the data values without the headers, you can optionally select the Exclude Column Names box.

Using saved selections

Saved selections allow you to save the inputs you've created in the Google Sheets Query Builder and easily access them again so you don't have to continuously build common queries from scratch. To create a saved selection:

1. Run a query in the Google Sheets Query Builder.
2. Save the selection by selecting the arrow next to the Query button and then select Query & Save Selection.
3. The application saves these selections, allowing you to view and edit them from the hamburger menu under Saved Selections.

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:

• 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.

Refreshing selections

Set your saved selections to automatically refresh every time you load the addon. You can do this by selecting Refresh on Load when creating the saved selection.

Public saved selections will refresh for anyone who edits the sheet, while private selections will only update for the user who created it.

What's the difference between saved queries and saved selections?

• Saved selections are saved components that you can create only when using the Google Sheets application.
• Saved queries, explained in the next section, are code-defined sections of data that you can easily access. You can use the results from a saved query to create a saved selection.

Using saved queries

Access saved queries, powered by MetricFlow, in Google Sheets to quickly get results from pre-defined sets of data. To access the saved queries in Google Sheets:

1. Open the hamburger menu in Google Sheets.
2. Navigate to Saved Queries to access the ones available to you.
3. 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 in a saved query, Google Sheets displays the advanced syntax for this filter.

Limited use policy disclosure

The dbt Semantic Layer for Sheet's use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.

FAQs