Let's say you're a marketer doing some research. You want to know if there's a tool that can easily extract HubSpot data or Salesforce data, maybe even your saved searches from NetSuite.
Problem is, reporting in HubSpot, Salesforce, NetSuite, or any other cloud application is pretty basic, even with a reporting add-on. What you're ultimately looking for is a product that would allow you to build a SQL database with multiple product API connections — all without having to worry about any database admin work.
Fusion is that tool: it extracts your data from applications, standardizes your fields and schemas, then lets you connect your SQL stores to reporting tools like Google Data Studio.
In this post, we'll show you how to connect Fusion to Google Data Studio so you can analyze anything from lifecycle stages to billing reports. We'll even show you how to export SQL tables as a .csv, Excel file, or Google Sheet, so you can share your reports with collaborators, clients, or other stakeholders.
One last thing before we get started. Since Google Data studio also lets you build dynamic reports and Fusion updates automatically, it's probably a good idea tocreate a free Fusion account so that you can follow along and feel the power of unified data. Now let's get started.
First you'll want Fusion to ingest all your data. To do so, simply click Manage Connectors on your Fusion dashboard. For more detailed instructions, here's a step-by-step video, courtesy of yours truly.
Create a Data Source in Google Data Studio
With your application data automatically in a MySQL database, next you'll want to Create a Data Source. As shown below, you can do this from the home page by clicking on Data Sources on the left hand panel. Then click the blue plus in the lower right corner.
Walking through the wizard will bring you to the data sources available.
Since Fusion is a MySQL database, you can just scroll or search for MySQL, then select it as your data source.
Selecting MySQL will prompt you to Authorize and allow Google permission to your Google Account.
Then plug in your Fusion warehouse credentials, which you can find here, into Google Studio. These fields will include your standard ingredients: host, username, database, password, and port.
So once I plug these into my database authentication window, I'm all ready to hit Authenticate.
You'll then see all your warehouse tables populate
Select a Table
When you click authorize, Data Studio will try to access your database and list all of the tables. Finally you need to select one table and click connect. Data Studio will then turn all of the columns in the table into fields. If you want to select another table, click TABLES above the CUSTOM QUERY tab to import another table into Google Studio.
You should then see all the available fields in your Explorer report, where available fields are sorted into measures, dimensions, formulas, booleans, and so on.
Dragging a metric like days_in_fusion_trial and comparing that to a dimension like funnel_stage instantly allows me to get a Fusion Lifecycle snapshot of leads, trials, and quality trials in our funnel for a specified date range. And anything I add or remove, the report will update dynamically and refresh automatically.
The CUSTOM QUERY option lets you enter a SQL query instead of connecting to a single table. Data Studio uses this custom SQL as an inner select statement for each generated query to the database. If you want to run some sample SQL queries, we've built some for you.
Whatever your query, the fields should appear once you run the query. Notice that your fields will be sorted into dimensions and measures.
If you're interested in saving adding the report, Google Data Studio also gives you this option.
Saving the report will then add that report to your Google Drive account and allow you to share with others if you wish.
Download CSV, Export SQL data to Google Sheets
Want to download your SQL data as CSV or Excel file? Maybe even export your SQL data to Google Sheets so you can share with collaborators or clients?
So if you want to:
- Easily extract data from applications like HubSpot, Salesforce, NetSuite, Quickbooks, Jira, or any other cloud application.
- Report on this data outside of these basic, native reporting add-ons
- Build a SQL database, automatically, that contains multiple product API connections, without having to worry about any database admin work