[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”26px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Why record data in\u00a0Excel<\/g>?<\/h3>\nIrvin is an experienced stockbroker. For the purposes of analysis and daily stock tracking, he uses Microsoft Excel. He had written an automated script (macro) on his Excel. Its job is to fetch current stock information of a few companies he invested in, at a designated time of the day. Below is the snapshot of the refreshed stock data of that day.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/record1.png” alt=”How to Record Data in Excel: Refreshed Stock Data Sample ” title_text=”stock-data” align=”center” module_class=”sheetgo-post-no-shadow-img” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]Given the time-sensitivity of the data which changes every day, he would like to keep a record of the historic<\/g> data. Because of the ease of accessibility, he wishes to store it onto Google Sheets.<\/p>\nIt can get very challenging to continuously record historic data from Excel file to Google Sheets whenever the stock information changes every day. Since Irvin is usually very busy with other important things, he\u2019d rather not do this backup activity manually. Also, unfortunately for Irvin, there is no native Google Sheets function in place that can take care of this for him.[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Automate the backup process with Sheetgo<\/h3>\n
For this use case, the configuration to record data in Excel historically is going to be a simple two-step procedure. You will have to:<\/p>\n
\n- Automatically upload his offline Excel files to his Cloud storage solution.<\/span><\/li>\n
- Create a connection between the uploaded Excel file and Google Sheets file, using Sheetgo.<\/li>\n<\/ol>\n
Follow the steps below to see how it works.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/11\/Stock.png” alt=”how to record data in excel 2″ title_text=”how to record data in excel 2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Step 1: Install Sheetgo<\/h4>\n
Install Sheetgo by clicking the button below.[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”SING UP FOR FREE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” global_module=”44753″ theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]Once inside the web app, click on <\/span>Connect<\/strong> <\/span>to create the Append connection between your Excel and Google Sheets file.<\/p>\nSheetgo\u2019s Append feature allows you to track historical data from any spreadsheet to another sheet.[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Step 2: Excel as your data source<\/h4>\nUpload to your Cloud storage<\/h5>\n
Sheetgo automatically connects to 3 different Cloud storage solutions. In this example, however, you\u2019ll see how to automatically upload your offline Excel files to Google Drive:<\/span><\/p>\nRather than moving the Excel files to Google Drive manually, one by one, you can automate this process by using <\/span>Google\u2019s Backup and Sync software.<\/a><\/p>\nJust store the Excel files you want to upload in the same folder on your computer, then select this folder to automatically upload to your Drive using Backup and Sync.<\/p>\n
Go to Google Drive > Computers > Select folder.<\/p>\n
Select the folder containing your Excel files and right-click to add it to your Drive.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/11\/Excel-to-Google-Drive.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]You’re now able to easily access your Excel files in Sheetgo.<\/p>\n
Search and find the Excel file and its specific tab you want to export to Google Sheets, and add it as your data source.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/05\/Record-data-in-Excel-Sheetgo-Append.png” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Step 3: Google Sheets as your data destination<\/h4>\n
Let Sheetgo create a new Google Sheets file for you, or select an already existing one from inside your Google Drive.<\/p>\n
Scroll down a bit and find the Settings<\/strong>. Here, make sure to enable the Append data<\/strong> button.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” global_module=”44981″ theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\nConnect, merge, filter or split your\u00a0 spreadsheets<\/span><\/h4>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”26px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/05\/backup-excel-to-google-sheets-append-sheetgo.png” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]Finally, click on Finish and save<\/strong> to create the Append connection that will create a historic track of your Excel entries into the Google Sheets file.<\/p>\nStep 4: Automate the workflow<\/h4>\n
As a result, you now have a workflow in which your Excel data appends in Google Sheets and creates new entries while saving the historical data.<\/p>\n
To schedule automatic updates, click on Automate<\/strong> on the floating bar and set the frequency you want this workflow to update with: hourly, daily, weekly, or monthly.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/05\/Excel-to-Google-Sheets-automatic-updates.png” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” global_module=”44987″ theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\nConnect everything and automate<\/span> entire business processes<\/h4>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”26px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Conclusion<\/h3>\n
The data backup keeps happening automatically and periodically once the appropriate connection is in place.<\/p>\n
Please note that we can change the frequency with which these data backups happen (hourly, daily, weekly, or monthly) or even turn off the automatic update altogether.<\/p>\n
If you\u2019d like to learn more about the various features in Google Sheets, why not take a look at our blog post on How to create macros in Google Sheets.<\/a><\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"Storing our data on either internal or external storage devices for backup is now a thing of the past. We are ushered into the era of Cloud computing technology, where we upload the data and access it from any location or device. Without ever having to worry about losing it, that is! Many of you […]<\/p>\n","protected":false},"author":40,"featured_media":5579,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"Storing our data on either internal or external storage devices for backup is now a thing of past. We are ushered into the era of Cloud computing technology, where we upload the data and access it from any location or device. Without ever having to worry about loosing it, that is! Many of you might already be aware that Google Sheets is a cloud based spreadsheets application. We can use it to store the spreadsheets, open and modify them, and also share them with other users. But, can we use it to record historic data from Excel file? We can, but not without a little help.\n
Why record historic data from Excel file?<\/h3>\nIrvin is an experienced stock broker. For the purposes of analysis and daily stock tracking, he uses Microsoft Excel. He had written an automated script (macro) on his Excel. Its job is to fetch current stock information of a few companies he invested in, at designated time of the day. Below is the snapshot of the refreshed stock data of the day.\n\n[panel type=\"default\"] Example<\/strong> ![\"How](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/record1.png\")
[\/panel]\n\nGiven the time sensitivity of the data which changes every day, he would like to keep a record of the historic data. Because of the ease of accessibility, he wishes to store it onto Google Sheets.\n\nIt can get very challenging to continuously historic data from Excel file to Google Sheets whenever the stock information changes every day. Since Irvin is usually very busy with other important things, he'd rather not do this back up activity manually. Also, unfortunately for Irvin, there is no native Google Sheets function in place that can take care of this for him.\nSolution: Automate the backup process with Sheetgo add-on.<\/h3>\nFor this use case, the configuration is going to be a simple two-step procedure. Irvin will have to:\n\n \t- Install\u00a0Google Drive<\/a>\u00a0or\u00a0Google Drive plug-in for Microsoft Office<\/a>\u00a0and store the Excel file on the Google Drive.<\/li>\n \t
- Create a connection between the uploaded Excel file and Google Sheets file, using Sheetgo add-on.<\/li>\n<\/ol>\n[panel type=\"default\"] Configuration process<\/strong>
![\"Backup](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/08\/Backup-Excel-files-to-Google-Sheets-Illustration-1.png\")
[\/panel]\n\nWe will first upload the Excel file to the Google Drive. And then, create a brand new Google Sheets file on which we'll configure the Sheetgo add-on such that it will automatically record historic data from Excel file to this Google Sheets file.\nI. Upload Excel file to Google Drive<\/h4>\nIn this example, we will upload the Todays Stock Information.xlsm<\/strong>\u00a0Excel file (shown above), and record its data onto the Google Sheets file with name - Historic Stock Information<\/strong>.\n\nYou may go through the \"Upload Excel file to Google Drive\" section of\u00a0this blog post<\/a> to understand the procedure for the first configuration step, i.e. upload the Excel file to Google Drive.\nII. Create an Append connection using Sheetgo add-on and automatically backup Excel data.<\/h4>\nNow that Irvin has uploaded the macro enabled Excel file to Google Drive, he will have to through the following sequence of steps to establish the Sheetgo's Append<\/strong> connection to automatically record historic data from Excel file to Google Sheets. Sheetgo supports .XLS, .XLSX, and .XLSM formats.\n\n \t- Open the Google Sheets file that we want to import data to. In this case we have created a new file called\u00a0Historic Stock Information<\/strong>.<\/li>\n \t
- If the Sheetgo add-on isn't installed already, we can click the button below to install Sheetgo\u00a0in our Google Sheets application. [panel][ccj id=\"Install Widget\"][\/panel]<\/li>\n \t
- Go to menu Add-ons<\/strong> > Sheetgo<\/strong>\u00a0>\u00a0Start<\/strong>.<\/li>\n \t
- Click on the green +<\/strong> button and select the \"Import data<\/strong>\" option<\/li>\n \t
- Choose the \"Append<\/strong>\" option.<\/li>\n \t
- Find and select the required Microsoft Excel file (Todays Stock Information.xlsm<\/strong>) from our Google Drive.<\/li>\n \t
- Select the source sheet that we want to import the data from (Sheet1<\/strong>).<\/li>\n \t
- We may choose to adjust the frequency settings to automate the import on a scheduled basis, but for now we leave it as is.<\/li>\n \t
- Also, we can edit the 'Filter' conditions so that we can only import selective row\/column information. But in this example we will need everything, so we leave it on default values.<\/li>\n \t
- Finally, we click on the \"CONNECT<\/strong>\" button.<\/li>\n<\/ol>\n[panel type=\"default\"] Sheetgo will now automatically record historic\u00a0<\/strong>data from Excel file to Google Sheets<\/b>\n\n
![\"How](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/record2.png\")
\n\n[\/panel]\n\nHere's the snapshot of the data backup made after a few days. Please notice the changes in the date and stock data for the additional records.\n\n[panel type=\"default\"] Example<\/strong> ![\"How](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/record3.png\")
[\/panel]\n\nThe data backup keeps happening automatically and periodically\u00a0once the appropriate connection is in place. Please note that we can change the frequency with which these data backups happen or even turn off the automatic update altogether. Shown below is how we navigate to the corresponding settings pane.\n\nConnection name\u00a0<\/strong>(in this case \u201cSG_Sheet1\u201d)\u00a0> edit\u00a0<\/strong>(the pencil icon)\u00a0> Automatic update > edit<\/strong>.\n\nClick on the green slider button to turn the automatic update off. Instead, we can keep the automatic update active, and change the scheduling frequency and execution time as required. Once done, click OK<\/strong> and then on SAVE<\/strong> button.\nHow do we ensure the data is current?<\/h3>\nNow that we have automated the two-step process (please see the second snapshot), how do we make sure that Sheetgo always fetches the latest information? Please go through the \"Keeping the connection active\" section of this blog post<\/a> to get to know how we can accomplish this.\n\n
\n\nIcons made by Vectors Market<\/a> from www.flaticon.com<\/a> is licensed by CC 3.0 BY<\/a><\/em><\/div>","_et_gb_content_width":"","footnotes":""},"categories":[33],"tags":[43],"class_list":["post-3360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to-solve-with-sheetgo","tag-sheetgo"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/3360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/40"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=3360"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/3360\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/5579"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=3360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=3360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=3360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Irvin is an experienced stockbroker. For the purposes of analysis and daily stock tracking, he uses Microsoft Excel. He had written an automated script (macro) on his Excel. Its job is to fetch current stock information of a few companies he invested in, at a designated time of the day. Below is the snapshot of the refreshed stock data of that day.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/record1.png” alt=”How to Record Data in Excel: Refreshed Stock Data Sample ” title_text=”stock-data” align=”center” module_class=”sheetgo-post-no-shadow-img” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]Given the time-sensitivity of the data which changes every day, he would like to keep a record of the It can get very challenging to continuously record historic data from Excel file to Google Sheets whenever the stock information changes every day. Since Irvin is usually very busy with other important things, he\u2019d rather not do this backup activity manually. Also, unfortunately for Irvin, there is no native Google Sheets function in place that can take care of this for him.[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n For this use case, the configuration to record data in Excel historically is going to be a simple two-step procedure. You will have to:<\/p>\n Follow the steps below to see how it works.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/11\/Stock.png” alt=”how to record data in excel 2″ title_text=”how to record data in excel 2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n Install Sheetgo by clicking the button below.[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”SING UP FOR FREE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” global_module=”44753″ theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]Once inside the web app, click on <\/span>Connect<\/strong> <\/span>to create the Append connection between your Excel and Google Sheets file.<\/p>\n Sheetgo\u2019s Append feature allows you to track historical data from any spreadsheet to another sheet.[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n Sheetgo automatically connects to 3 different Cloud storage solutions. In this example, however, you\u2019ll see how to automatically upload your offline Excel files to Google Drive:<\/span><\/p>\n Rather than moving the Excel files to Google Drive manually, one by one, you can automate this process by using <\/span>Google\u2019s Backup and Sync software.<\/a><\/p>\n Just store the Excel files you want to upload in the same folder on your computer, then select this folder to automatically upload to your Drive using Backup and Sync.<\/p>\n Go to Google Drive > Computers > Select folder.<\/p>\n Select the folder containing your Excel files and right-click to add it to your Drive.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/11\/Excel-to-Google-Drive.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]You’re now able to easily access your Excel files in Sheetgo.<\/p>\n Search and find the Excel file and its specific tab you want to export to Google Sheets, and add it as your data source.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/05\/Record-data-in-Excel-Sheetgo-Append.png” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n Let Sheetgo create a new Google Sheets file for you, or select an already existing one from inside your Google Drive.<\/p>\n Scroll down a bit and find the Settings<\/strong>. Here, make sure to enable the Append data<\/strong> button.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” global_module=”44981″ theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”26px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/05\/backup-excel-to-google-sheets-append-sheetgo.png” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]Finally, click on Finish and save<\/strong> to create the Append connection that will create a historic track of your Excel entries into the Google Sheets file.<\/p>\n As a result, you now have a workflow in which your Excel data appends in Google Sheets and creates new entries while saving the historical data.<\/p>\n To schedule automatic updates, click on Automate<\/strong> on the floating bar and set the frequency you want this workflow to update with: hourly, daily, weekly, or monthly.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/05\/Excel-to-Google-Sheets-automatic-updates.png” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” global_module=”44987″ theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”26px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n The data backup keeps happening automatically and periodically once the appropriate connection is in place.<\/p>\n Please note that we can change the frequency with which these data backups happen (hourly, daily, weekly, or monthly) or even turn off the automatic update altogether.<\/p>\n If you\u2019d like to learn more about the various features in Google Sheets, why not take a look at our blog post on How to create macros in Google Sheets.<\/a><\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Storing our data on either internal or external storage devices for backup is now a thing of the past. We are ushered into the era of Cloud computing technology, where we upload the data and access it from any location or device. Without ever having to worry about losing it, that is! Many of you […]<\/p>\n","protected":false},"author":40,"featured_media":5579,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"Storing our data on either internal or external storage devices for backup is now a thing of past. We are ushered into the era of Cloud computing technology, where we upload the data and access it from any location or device. Without ever having to worry about loosing it, that is! Many of you might already be aware that Google Sheets is a cloud based spreadsheets application. We can use it to store the spreadsheets, open and modify them, and also share them with other users. But, can we use it to record historic data from Excel file? We can, but not without a little help.\nAutomate the backup process with Sheetgo<\/h3>\n
\n
Step 1: Install Sheetgo<\/h4>\n
Step 2: Excel as your data source<\/h4>\n
Upload to your Cloud storage<\/h5>\n
Step 3: Google Sheets as your data destination<\/h4>\n
Connect, merge, filter or split your\u00a0 spreadsheets<\/span><\/h4>\n
Step 4: Automate the workflow<\/h4>\n
Connect everything and automate<\/span> entire business processes<\/h4>\n
Conclusion<\/h3>\n
Why record historic data from Excel file?<\/h3>\nIrvin is an experienced stock broker. For the purposes of analysis and daily stock tracking, he uses Microsoft Excel. He had written an automated script (macro) on his Excel. Its job is to fetch current stock information of a few companies he invested in, at designated time of the day. Below is the snapshot of the refreshed stock data of the day.\n\n[panel type=\"default\"] Example<\/strong>
[\/panel]\n\nGiven the time sensitivity of the data which changes every day, he would like to keep a record of the historic data. Because of the ease of accessibility, he wishes to store it onto Google Sheets.\n\nIt can get very challenging to continuously historic data from Excel file to Google Sheets whenever the stock information changes every day. Since Irvin is usually very busy with other important things, he'd rather not do this back up activity manually. Also, unfortunately for Irvin, there is no native Google Sheets function in place that can take care of this for him.\nSolution: Automate the backup process with Sheetgo add-on.<\/h3>\nFor this use case, the configuration is going to be a simple two-step procedure. Irvin will have to:\n
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[\/panel]\n\nWe will first upload the Excel file to the Google Drive. And then, create a brand new Google Sheets file on which we'll configure the Sheetgo add-on such that it will automatically record historic data from Excel file to this Google Sheets file.\nI. Upload Excel file to Google Drive<\/h4>\nIn this example, we will upload the Todays Stock Information.xlsm<\/strong>\u00a0Excel file (shown above), and record its data onto the Google Sheets file with name - Historic Stock Information<\/strong>.\n\nYou may go through the \"Upload Excel file to Google Drive\" section of\u00a0this blog post<\/a> to understand the procedure for the first configuration step, i.e. upload the Excel file to Google Drive.\n
II. Create an Append connection using Sheetgo add-on and automatically backup Excel data.<\/h4>\nNow that Irvin has uploaded the macro enabled Excel file to Google Drive, he will have to through the following sequence of steps to establish the Sheetgo's Append<\/strong> connection to automatically record historic data from Excel file to Google Sheets. Sheetgo supports .XLS, .XLSX, and .XLSM formats.\n
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\n\n[\/panel]\n\nHere's the snapshot of the data backup made after a few days. Please notice the changes in the date and stock data for the additional records.\n\n[panel type=\"default\"] Example<\/strong> [\/panel]\n\nThe data backup keeps happening automatically and periodically\u00a0once the appropriate connection is in place. Please note that we can change the frequency with which these data backups happen or even turn off the automatic update altogether. Shown below is how we navigate to the corresponding settings pane.\n\nConnection name\u00a0<\/strong>(in this case \u201cSG_Sheet1\u201d)\u00a0> edit\u00a0<\/strong>(the pencil icon)\u00a0> Automatic update > edit<\/strong>.\n\nClick on the green slider button to turn the automatic update off. Instead, we can keep the automatic update active, and change the scheduling frequency and execution time as required. Once done, click OK<\/strong> and then on SAVE<\/strong> button.\nHow do we ensure the data is current?<\/h3>\nNow that we have automated the two-step process (please see the second snapshot), how do we make sure that Sheetgo always fetches the latest information? Please go through the \"Keeping the connection active\" section of this blog post<\/a> to get to know how we can accomplish this.\n\n
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