Linking Sheets with Docs in Google Sheets - Dashboard Guide

Dashboard Mode - Linking Sheets with Docs

Dashboard Goal

Show how to link data from Google Sheets into a Google Docs report to keep the report updated automatically.

Sample Data in Google Sheets

Product	Sales Q1	Sales Q2	Total Sales
Apples	100	150	=B2+C2
Bananas	200	180	=B3+C3
Cherries	150	170	=B4+C4
Dates	120	130	=B5+C5
Elderberries	90	110	=B6+C6

Note: Column D uses formula to sum Q1 and Q2 sales.

Dashboard Components

• Component 1: Sales Summary Table
  Shows product sales and total sales from Google Sheets.
  Formula example in Sheet: =B2+C2 in cell D2 copied down.
  This table is linked to Google Docs using Insert > Table > From Sheets or Copy-Paste Link to keep data updated.
• Component 2: Total Sales KPI
  Calculates total sales for all products.
  Formula in Google Sheets: =SUM(D2:D6)
  This value is linked into Google Docs as a number or chart to show overall sales.
• Component 3: Google Docs Linked Table
  A table inserted in Google Docs linked to the Google Sheets data.
  When data changes in Sheets, clicking "Update" in Docs refreshes the table automatically.

Dashboard Layout (ASCII Art)

+-----------------------+-----------------------+
| Sales Summary Table   | Total Sales KPI       |
| (Linked from Sheets)  | (Linked from Sheets)  |
+-----------------------+-----------------------+
|                       Google Docs Report                      |
|  (Contains linked table and KPI, updates automatically)       |
+---------------------------------------------------------------+
  

Interactivity

When sales data changes in Google Sheets, the linked table and KPI in Google Docs can be updated by clicking the "Update" button that appears on the linked object. This keeps the report current without manual copy-pasting.

Filters or slicers in Sheets can be used to change the data view before linking or updating in Docs for dynamic reporting.

Self Check

If you add a filter in Google Sheets to show only products with Sales Q2 > 150, which components update in Google Docs after clicking "Update"?

• The Sales Summary Table in Docs will show only filtered products.
• The Total Sales KPI will recalculate based on filtered data.
• The Google Docs report reflects the current filtered data from Sheets.

Key Result

A dashboard showing how to link Google Sheets sales data into Google Docs for automatic report updates.