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How to manage shared connections in Google Sheets

The Supermetrics Google Sheets add-on lets you share data source connections with your team, or use private connections. Your private connections will work in any Supermetrics destination you use. Please note that private connections won't work in data warehouse destinations.


Shared connections will enable all members of your team to build reports using these connections in any Supermetrics destination.


Follow these instructions to manage your shared and private connections in Google Sheets. Learn also how to manage the shared and private connections on the Supermetrics Hub.


Instructions

View connections
  1. Open the Supermetrics sidebar.
  2. Go to the Data sources tab.
  3. You'll find the connections available to you under Data sources in use.
  4. Click the chevon next to the data source's name. If you have more than 1 connection for the data source, your connections are grouped into two categories:
    • My connections → Connections that you've created. You can keep them private or share them with your team.
    • Shared with me → Connections that belong to other team members and have been shared with you.
Add new connection
  1. Open the Supermetrics sidebar.
  2. Go to the Data sources tab.
  3. Enter the data source name in the search field. If the data source has a connection, click the chevron next to the data source name to expand the list of available connections.
  4. Click Add connection.
  5. Keep the sharing option turned on and connect to the data source.
  6. Click Start.
Share connections

To create a new shared connection:

  1. Open the Supermetrics sidebar.
  2. Go to the Data sources tab.
  3. Enter the data source name in the search field. If the data source has a connection, click the chevron next to the data source name to expand the list of available connections.
  4. Click Add connection.
  5. Enable sharing the connection with your team.
  6. Click Start.


To share an existing connection:

  1. Open the Supermetrics sidebar.
  2. Go to the Data sources tab.
  3. You'll find the connections available to you under Data sources in use.
  4. Click the Share icon. This will give your team members access to this connection.
Replace a connection

If you've lost access to a connection used in one of your queries — for example, if the user who added it has left your organization — you can replace it. This means that all queries using this connection will start using the new one. Please note that this action can't be canceled without contacting our support team.


Note that only users with the Admin or Owner role can replace connections.

  1. Open the Supermetrics sidebar.
  2. Go to the Data sources tab. 
  3. In the top right, click Manage to open the Hub.
  4. On the Hub, navigate to the data source with the connection to be replaced, and click the data source to expand its details.
    You can replace a connection only if you have more than one connection to the data source. If you need to replace a connection, add a new connection first.
  5. Find the connection you need to replace and click the Replace connection icon.
  6. Select a new connection, and confirm your choice.


Any queries that used the unshared connection will now use the new connection instead.

Manage all connections

You can open the Hub from the Supermetrics sidebar to manage all your connections. This gives you an overview of all your connections, their sharing settings, and depending on your team role, extended connection management options.

  1. Open the Supermetrics sidebar.
  2. Go to the Data sources tab. 
  3. In the top right corner, click Manage.

Learn how to manage shared and private connections on the Supermetrics Hub.

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