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Create Incident Report Dashboards from Excel and Google Sheets with NoCode

Instadeq NoCode Incident Report Dashboard from Excel and Google Sheets Example

Guide

Load Dashboard Template

To load the complete deck to explore it and play with it you need to:

  • Create a new card

  • Go to the Examples section

  • Select the Incident Reports Dashboard from Google Sheets entry

It will load the template in a new deck and open it for you.

Google Sheets Introduction

Import Template

Import the Incident Reports Google Sheet by opening the link with your google account and selecting the USE TEMPLATE button.

Setup Add-on

When the Sheet template is imported it will ask you to add the Instadeq Spreadsheet add-on, accept to install it.

If it doesn't ask you you can do it manually following the Instadeq Google Sheets Add-on Setup Guide.

Create Hook on Instadeq

We need to connect the spreadsheet we are using to Instadeq, to do that we are going to create a Hook, a unique URL that sends the content of the requests it receives to a channel of your choice.

To create a new hook:

  • Go to the Admin section on the top bar on your Instadeq account

  • Create a Hook or use an existing one

  • Copy the Hook URL by clicking the copy to clipboard icon on the right side of the chosen Hook

  • Select the close button on the top bar to go back to your deck

Setup Hook for Add-on

  • Configure where the data will be sent by selecting Add-ons > Instadeq Spreadsheet > Settings on the main menu

  • Paste the Hook URL on the Input Field, click OK when ready

Send Sheet Data when Ready

When the data is ready to be sent to your dashboard you can send it by selecting Add-ons > Instadeq Spreadsheet > Send from the main menu.

If data doesn't appear on the Spreadsheet source card after some seconds check the Troubleshooting section in the Instadeq Google Sheets Add-on Setup Guide.

Excel Introduction

Download the Incident Reports Excel Spreadsheet File.

Right click on the links above and select Save link as... or similar.

Load New Data from a File

When the data is ready to be sent to your dashboard you can send it by dropping the Incident Reports Excel File in the drop area or by clicking it to open the file picker and selecting it from there.

Select the button when asked if you want to Store in Channel? this will load the current content when the card loads as a deck or as a dashboard.

It will also notify anyone viewing a deck or a dashboard depending on this source that there's new data available.

1. Transforming Data

Create a new deck by selecting the Add Deck button on the top menu.

Create and configure a Spreadsheet card by selecting the + Add Card button before/after any card and then selecting the Spreadsheet card type from the card type selector.

To populate the Spreadsheet card with data follow the instructions above for Excel or Google Sheets.

To enrich the incoming data we need to create and configure a Select card and add the relevant columns from the Spreadsheet card either by dragging the Output columns and dropping them in the appropriate Select Query placeholder or by selecting the placeholder and then selecting the appropriate outputs from the list or selecting the add all action to add all columns from that section.

To transform the columns that contain dates as text into the date type to be able to manipulate them correctly select those columns in the query and then select the button to get a list of transformations for that column.

Select the transformation to transform from text to date and confirm the operation.

To format date columns to display days and months only select the fields in the query, select the button to get a list of transformations and select the date to text with format action, edit the new field's name and the format parameter as needed.

To calculate Days from Incident to Report select the on the Report Date Date field and select the Difference Between Dates action, change the to: parameter on the formula from the default to Incident Date Date by selecting it from the formula keyboard field list.

Remove intermediate input fields from the query if they aren't needed in the output by selecting them and then selecting the remove button and confirming the operation.

Reorder Columns in Output either by dragging the Output table columns and dropping them in their new positions or by dragging the query fields and dropping them in their new positions.

2. Average Day to Report by Month Bar Chart

Create Group By

Create a new card by selecting the + button below the Select card and pick the Group By card type.

Configure Group By

Drag the Output column Days to Report from the Select card and drop it in Select value.

Set the following aggregation type for each Select field:

  • Average for Days to Report

You can alternatively select the value placeholder and select Days to Report from the list that appears.

Drag the Output column Incident Month from the Select card and drop it in Group By key.

You can alternatively select the key placeholder and select Incident Month from the list that appears.

The result should look like this:

Select Average Days to Report value Group By Incident Month key

Sort the Output table:

  • Incident Month ascending

Create Chart

Create a new card by selecting the + button below the Group By card and pick the Chart card type.

Configure Chart

Drag the Output column Days to ReportAvg from the Group By card and drop it in Chart value.

You can alternatively select the value placeholder and select Days to ReportAvg from the list that appears.

Drag the Output column Incident Month from the Group By card and drop it in By key.

You can alternatively select the key placeholder and select Incident Month from the list that appears.

The result should look like this:

Chart Days to ReportAvg value By Incident Month key

Select Bar on the chart type selector.

3. Average Days to Report By Month and Location

Create Group By

Create a new card by selecting the + button below the Select card and pick the Group By card type.

Configure Group By

Drag the Output column Days to Report from the Select card and drop it in Select value.

Set the following aggregation type for each Select field:

  • Average for Days to Report

You can alternatively select the value placeholder and select Days to Report from the list that appears.

Drag the Output columns: Incident Month and Location from the Select card and drop them in the Group By key.

You can alternatively select the key placeholder and select Incident Month and Location from the list that appears.

The result should look like this:

Select Average Days to Report value Group By Incident Month Location key

Sort the Output table:

  • Incident Month ascending

Create Chart

Create a new card by selecting the + button below the Group By card and pick the Chart card type.

Configure Chart

Drag the Output column Days to ReportAvg from the Group By card and drop it in Chart value.

You can alternatively select the value placeholder and select Days to ReportAvg from the list that appears.

Drag the Output columns: Incident Month and Location from the Group By card and drop them in the By key.

You can alternatively select the key placeholder and select Incident Month and Location from the list that appears.

The result should look like this:

Chart Days to ReportAvg value By Incident Month Location key

Select Grouped on the chart type selector.

4. Incidents by Month and Location

Create Group By

Create a new card by selecting the + button below the Select card and pick the Group By card type.

Configure Group By

Drag the Output column Incident Month from the Select card and drop it in Select value.

Set the following aggregation type for each Select field:

  • Count for Incident Month

You can alternatively select the value placeholder and select Incident Month from the list that appears.

Drag the Output columns: Incident Month and Location from the Select card and drop them in the Group By key.

You can alternatively select the key placeholder and select Incident Month and Location from the list that appears.

The result should look like this:

Select Count Incident Month value Group By Incident Month Location key

Sort the Output table:

  • Incident Month ascending

Create Chart

Create a new card by selecting the + button below the Group By card and pick the Chart card type.

Configure Chart

Drag the Output column Incident MonthCount from the Group By card and drop it in Chart value.

You can alternatively select the value placeholder and select Incident MonthCount from the list that appears.

Drag the Output columns: Incident Month and Location from the Group By card and drop them in the By key.

You can alternatively select the key placeholder and select Incident Month and Location from the list that appears.

The result should look like this:

Chart Incident MonthCount value By Incident Month Location key

Select Stacked on the chart type selector.

5. Incidents by Day and Severity

Create Group By

Create a new card by selecting the + button below the Select card and pick the Group By card type.

Configure Group By

Drag the Output column Incident Day from the Select card and drop it in Select value.

Set the following aggregation type for each Select field:

  • Count for Incident Day

You can alternatively select the value placeholder and select Incident Day from the list that appears.

Drag the Output columns: Incident Day and Severity from the Select card and drop them in the Group By key.

You can alternatively select the key placeholder and select Incident Day and Severity from the list that appears.

The result should look like this:

Select Count Incident Day value Group By Incident Day Severity key

Sort the Output table:

  • Incident Day ascending

Create Chart

Create a new card by selecting the + button below the Group By card and pick the Chart card type.

Configure Chart

Drag the Output column Incident DayCount from the Group By card and drop it in Chart value.

You can alternatively select the value placeholder and select Incident DayCount from the list that appears.

Drag the Output columns: Incident Day and Severity from the Group By card and drop them in the By key.

You can alternatively select the key placeholder and select Incident Day and Severity from the list that appears.

The result should look like this:

Chart Incident DayCount value By Incident Day Severity key

Select Stacked on the chart type selector.

6. Consequences by Place

Create Group By

Create a new card by selecting the + button below the Select card and pick the Group By card type.

Configure Group By

Drag the Output column Place from the Select card and drop it in Select value.

Set the following aggregation type for each Select field:

  • Count for Place

You can alternatively select the value placeholder and select Place from the list that appears.

Drag the Output columns: Place and Consequence from the Select card and drop them in the Group By key.

You can alternatively select the key placeholder and select Place and Consequence from the list that appears.

The result should look like this:

Select Count Place value Group By Place Consequence key

Sort the Output table:

  • Place ascending

  • Consequence ascending

Create Chart

Create a new card by selecting the + button below the Group By card and pick the Chart card type.

Configure Chart

Drag the Output column PlaceCount from the Group By card and drop it in Chart value.

You can alternatively select the value placeholder and select PlaceCount from the list that appears.

Drag the Output columns: Place and Consequence from the Group By card and drop them in the By key.

You can alternatively select the key placeholder and select Place and Consequence from the list that appears.

The result should look like this:

Chart PlaceCount value By Place Consequence key

Select Heatmap on the chart type selector.

7. Affected Body Part by Job Type

Create Group By

Create a new card by selecting the + button below the Select card and pick the Group By card type.

Configure Group By

Drag the Output column Body Part from the Select card and drop it in Select value.

Set the following aggregation type for each Select field:

  • Count for Body Part

You can alternatively select the value placeholder and select Body Part from the list that appears.

Drag the Output columns: Body Part and Job Type from the Select card and drop them in the Group By key.

You can alternatively select the key placeholder and select Body Part and Job Type from the list that appears.

The result should look like this:

Select Count Body Part value Group By Body Part Job Type key

Sort the Output table:

  • Body Part ascending

  • Job Type ascending

Create Chart

Create a new card by selecting the + button below the Group By card and pick the Chart card type.

Configure Chart

Drag the Output column Body PartCount from the Group By card and drop it in Chart value.

You can alternatively select the value placeholder and select Body PartCount from the list that appears.

Drag the Output columns: Job Type and Body Part from the Group By card and drop them in the By key.

You can alternatively select the key placeholder and select Job Type and Body Part from the list that appears.

The result should look like this:

Chart Body PartCount value By Job Type Body Part key

Select Sankey on the chart type selector.

8. Dashboard Layout & Share

Create a new card and select the Layout type.

Give it a title like "Incident Reports", the title is going to be used to pre-populate the share settings.

Drag the cards from the bottom of the card to the appropriate empty grid panel to add it to the layout.

You can move the panels by dragging the top left icon and dropping it in the new position.

You can resize the panels by dragging the icon and dropping it in the empty panel to resize the bottom left corner up to that place.

To share the card select the toggle actions icon on the card's top right and then the share button to open the share settings.

Customize the title, URL, theme and access permissions and when ready select the button.

The new shared resource will appear below the buttons, you can click it to open it in a new tab.