How to use Business Insights

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13 comments

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    Keith McQuait

    Could the upload reference data function be exploited to automate the reference data upload using zapier?

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  • Hey Keith,

    Sorry for the delay. Right now, BI just goes between GoCanvas and Excel (and vice versa). We don't have the Reference Data hook exposed to Zapier, but hopefully that's something we could do in the future. 

    Thanks,

    Sara

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    Travis Ingraham

    Is a version of Business Insights in the works for Apple IOS?

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  • Hi Travis,

    Business Insights only works for PC versions of Excel. This is an existing feature request, so if you're interested in seeing a Mac version I'd encourage you to upvote this post in the Community: https://help.gocanvas.com/hc/en-us/community/posts/360008755113-Business-Insights-Tool-

    Thanks!

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    Training Department

    I have several fields with the same label in 1 submission. For example, every sheet of my app asks for a new name, EE ID etc. When I use business insights to download data, only the last field with that label is recorded. How can I map the data so that all fields with that name are downloaded?

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    Sara Kaplow, Community Manager

    Hi there! Take a look at our Export Label feature - if you add unique Export Labels for those fields, they should all come out in BI. 

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    Training Department

    Hi Sara, thanks for the help. Do you know if I would be able to download all the fields in 1 column though?

    For example, I can use export labels to rename each EE ID as EE ID 1 and EE ID 2 and EE ID 3, but when I download from BI, I need all EE ID in one column. Right now, with the different labels each EE ID is in a different column. 

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    Richard Fendley

    are you able to create a macro to fresh the data set?

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    Chip Phillips, Community Manager

    Howdy Richard! Are you trying to automatically update your reference data file with user input?

    If so, we do have a paid feature called Dynamic Reference data, which gives you the ability to update your Reference Data with information entered in a previous Submission.

    This is a feature that is currently available through our Professional Services team. They’ll be able to give you a quote specific to your needs and configuration, but here are some general guidelines:

    -Professional Plan and above only
    -Monthly costs (including maintenance and hosting) are typically around $250

    This is currently offered through Professional Services, but is definitely something we're exploring incorporating into the core of the product.

    If there is other functionality you are trying to accomplish with an Excel macro, could you please provide more details on your intended use case?

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    Richard Fendley

    Hey Chris,

    I am trying to Refresh the Submission data from a certain app with a push button.

    Thanks

     

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  • You can append additional submission data to an existing spreadsheet by checking the related box when downloading within Excel! There are further details above in the, 'Refreshing your data' section.

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    Richard Fendley

    yes but I am trying to get it to append automatically with new submissions with no user interactions

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  • Thank you for clarifying! In that case, I would advise looking into using Zapier to pull submission data automatically into Google Sheets. There is a Help Center topic with more details on setting up Zapier here.

    You could potentially use the GoCanvas Webservices API to pull down submitted data as another option. More details on the Webservice API can be found here.

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