How to use Business Insights

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7 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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