Connect Shortcut to Google Sheets for custom reporting and analysis

Connect Shortcut to Google Sheets for custom reporting and analysis

Tiffany Go
Head of Product Marketing
May 12, 2021

Our Google Sheets integration allows for real-time updates of Shortcut data to be sent to a connected Google Sheet. Any updates that happen in your Shortcut Workspace will be dynamically updated to a connected Google Sheet.

The data sent from Shortcut to Google is the same data that's captured from your Workspace when you export to CSV. See this article in the Help Center for a full list of what's exported. And take a look at this presentation by Matt Sheaffer from Guru to see how his team used the Google Sheets Integration to build out an internal Customer Pain Score and dashboard. .

Sounds pretty simple, but what does this mean functionality-wise?

Create custom charts and dashboards in Google Sheets

Excel lovers rejoice! Excel haters, also rejoice since all the Excel lovers will now be able to provide you more data! Once your Shortcut Story data is loaded into Google Sheets you can use trusty Pivot Tables, logic, formulas, macros, and more to create charts and even custom dashboards - the world is your well organized and formatted oyster farm.

What could you build?

  • A chart of Bugs w/ Priority Level: Create a chart based on Story Type Bug. If you use Labels to assign Priority, you can then create a stacked bar chart to represent the different priorities.
  • Time-based charts: Use a formula to calculate start and end dates to see how work is progressing. Combined charts (bar and line) can help identify bottlenecks or opportunities for improvement.
  • Performance Charts: Use a formula to calculates total Story points to represent the complexity of ongoing work compared to the time it takes to complete that work and create a score for it.
  • Dashboards by team: Organize your data by your Workflows or Project and build charts sliced by that data. Then add a dropdown menu in Google Sheets for the different teams to access these various dashboards.

New, as of May 12th 2021

We added these Shortcut fields to the far-most right columns of any connected Google Sheets:

Epic fields:

  • Epic State (epic_state)
  • Epic is_archived (epic_is_archived)
  • Epic Start Date (epic_started_at)
  • Epic Due Date (epic_due_date)
  • Epic Created Date (epic_created_at)

Milestone fields:

  • Milestone ID (milestone_id)
  • Milestone Name (milestone)
  • Milestone State (milestone_state)
  • Milestone Start Date (milestone_started_at)
  • Milestone Due Date (milestone_due_date)
  • Milestone Created Date (milestone_created_at)

No action is required on your part as these fields have been automatically added and this update shouldn't have any impact on your current use of the integration other than that you can now access these fields in your data.

Visualize your Shortcut data in Google Sheets

Connect to a BI Tool

Your Google Sheet export can also be linked to any BI tool that ingests Google Sheets allowing you to pull your data into your preferred tool of choice.

Uncover gaps in the data

Building charts and playing with the data makes it easier to uncover additional questions (as well as additional answers), alongside new points to track and analyze.

For example: Maybe you're using different types of Labels to categorize your Stories. When these Labels also add a layer in Google Sheets that you can then use to further customize your reports and charts. Or maybe you notice that your team needs to do a better job of closing Stories out once they're completed so that you can more accurately track how long work is taking to complete.

Setting up the Google Sheets Integration

If you're on the Free Plan and would like to use the Google Sheets Integration, you can upgrade to Team, Business, or Enterprise regardless of how many users are in your organization.

Enable the Google Sheets Integration

To enable the Google Sheets Integration navigate to your Profile Icon <> Integrations <> Google Sheets Integration

  • Within your Shortcut account, navigate to your initials or profile photo.
  • Select Integrations
  • Select Google Sheets
  • Authorize with Google
  • Woohoo - you're done!
Shortcut Google Sheets Integration
Shortcut Google Sheets Integration

With automatic updates let the Integration do the heavy lifting Once it's connected, we'll create a new Google Sheet with a live connection to your Shortcut data. Each row will contain rich Story data and new changes will override existing info in real-time. The sheet is private to you, but you can share it with a wider audience as you see fit. Connecting your data to Sheets enables you to build custom charts, reports, and dashboards to drive insights into what's going well (or not well). It's also great for sharing progress with the leadership team. Try it out today. Or tomorrow if your workday is over and you were hoping to relax. Note: The Shortcut Google Sheets Integration graduated out of Shortcut Labs on April 4, 2022, and is now available to any organization on Team, Business, or Enterprise Plans. Learn which Shortcut Plan is right for your software team here. 🎉

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