Data Studio: How do I integrate with a cloud drive data source on a Venus cloud hosted system

Topic

The article outlines the process of working with a Microsoft Excel file stored on Microsoft OneDrive. Data Studio employs OAuth to ensure a secure connection throughout this workflow.

Environment

  • Product: Data Studio
  • Component: Cloud drive data source, Oauth Source
  • Control System: Venus Control Suite cloud hosted (Professional and Enterprise)

For local Venus Systems: Data Studio: How to use excel as a data source saved on local server

Excel and Google Sheets both work as data sources in Data Studio. The difference is in workflow and autosave behavior:

  • Google Sheets

    • Automatically autosaves as you make changes. 

      • Autosave cannot be turned off.

    • Data Studio does not update on every cell change.

      • Data Studio pulls updates based on the refresh interval you configure.

      • The faster your refresh rate, the more likely you’ll notice incremental updates appearing frequently on screen.

    • The instant updating behavior is may be a concern if you’re editing a spreadsheet data source while the associated graphic is live and you have a very short refresh rate set within Data Studio

      • If the graphic is not currently live, this is may not be an issue.

    • You can avoid incremental updates by setting the Data Studio refresh frequency to a slower interval, allowing more time to make edits before changes appear.

    • If you need changes to appear quickly while live, use a faster refresh rate — just be aware of how frequently Google Sheets pushes updates.

  • Excel (stored in OneDrive)

    • Allows you to toggle Autosave ON or OFF.

    • With Autosave ON: behaves like Google Sheets, saving continuously 

    • With Autosave OFF: you can make multiple changes and then save once, pushing all edits to Data Studio in a single batch. 

    • This provides more control over when updates occur, which can be useful if frequent incremental updates are undesirable.

Additional Notes

  • Data Studio refreshes based on the refresh rate configured in the software.

    • Default and minimum refresh rates vary depending on your subscription level.

Steps

🔽Use the arrows to expand and collapse each section.

Creating the list: Data Studio: How do I create a custom list that I can put on my display?

Microsoft OneDrive - Adding a source and configuration.
  1. On the OneDrive website, sign in with your Microsoft account, and then browse to the location where you want to add the files.
  2. Select Upload.
  3. Choose the files you wish to upload, then click 'Open'.

Grant Access: Data Studio: How do I grant access for my cloud drive source

Add a new Web Source in Data Studio

  1. Log into Venus Control Suite and open the Data Studio app > Data Sources page. 
  2. Select Add New and choose Cloud Drive Source from the options. 

Screenshot 2024-02-26 110322 (1).png

  1. Login to Cloud Storage.
    1. From the drop down, choose the provider.

Screenshot 2024-02-26 115243 microsoft.png

    1. Click Login.
      1. Enter your credentials for Microsoft. New user/logins will ask for the email address & password. If your account has multi-factor login enabled, you will have to go through those steps as well. 
      2. Click Add Data Source.

Configure Cloud Drive Data Source 

  1. Source Configuration- Set the Source Name and Refresh Interval. 
  2. Files- Select the file from your Cloud Storage. 
    • Only files that are valid data sources will be shown. 
  3. Select all the items desired to use. Feeds- Select ➕. Data Studio: How do I configure data trimming in Venus Control Suite?
  4. Save changes.

Screenshot 2024-02-26 110947.png

Google Sheets (BETA TESTING) - Adding a source and configuration.

Upload the file.

  1. Login to your Google account and open the Google Drive app. https://drive.google.com
  2. Upload the files.  (.xml or .json files)
  3. Move the files to desirable location in your Google Drive account.

Data Source configuration for Google files

Add a new Web Source in Data Studio.

  1. Log into Venus Control Suite and open the Data Studio app > Data Sources page. 
  2. Select Add New and choose Cloud Drive Source from the options. 

Screenshot 2024-02-26 110322 (1).png

  1. Login to Cloud Storage.
    1. From the drop down, choose the provider.

Screenshot 2024-02-26 115243 microsoft.png

    1. Click Login.
      1. Enter your credentials. New user/logins will ask for the email address & password. If your account has multi-factor login enabled, you will have to go through those steps as well. 
      2. Click Add Data Source.

Configure Cloud Drive Data Source 

  1. Source Configuration- Set the Source Name and Refresh Interval. 
  2. Files- Select the file from your Cloud Storage. 
    • Only files that are valid data sources will be shown. 

Screenshot 2024-10-08 133453.png

  1. Select all the items desired to use. Feeds- Select ➕. Data Studio: How do I configure data trimming in Venus Control Suite?
  2. Save changes.
Google Calendar (BETA TESTING) - Select calendar linked to your Google account.
  1. Log into Data Studio.
  2. Add a new Web Source in Data Studio
  1. Select Add New and choose Cloud Drive Source from the options. 

Screenshot 2024-02-26 110322 (1).png

  1. Login to Cloud Storage.
    1. From the drop down, choose the provider.

Screenshot 2024-02-26 115243 microsoft.png

    1. Click Login.
      1. Enter your credentials. New user/logins will ask for the email address & password. If your account has multi-factor login enabled, you will have to go through those steps as well. 
      2. Click Add Data Source.
      3. Choose Browse Calendars.  

Screenshot 2024-11-19 095904.png

 

Screenshot 2024-11-19 162224.png

  1. Select all the items desired to use. Feeds- Select ➕. Data Studio: How do I configure data trimming in Venus Control Suite?
  2. Save changes
 
 
Related Resources
Data Studio: Unable to add a cloud drive source, error "We're unable to complete your request"
 
 

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