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[Update: December 2020] Users will no longer need to individually share each sheet with the Castodia service account as described in the video. Users will instead be required to authenticate with their Google Account only once and this will automatically enable auto-refresh for any sheet.

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How to Connect Oracle Database to Google Sheets

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Castodia lets you pull data from your Oracle database directly into Google Sheets.

To connect your Oracle database, follow the steps below:

Step 1: Install the Castodia GSuite Marketplace Database Connector

Step 2: Create a Google Sheet and click "Add-Ons" within the toolbar section to access the Castodia Database Connector

Step 3: Two options will appear when you hover over the add-on: launch and settings. Click "Settings."

Step 4: Click the drop-down menu to access the Oracle database

Step 5: Gather and enter your database connection information. There are five components needed:

• Database Name
• Host
• Port
• Username
• Password

Step 6: Click the "Test" button to run the database and verify your credentials

Step 7: Click the "Save" button once a green notification pops up, indicating that the add-on was successfully installed.

And that's it! Enjoy running your queries.

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Use Case

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Scenario

Suppose an account manager is looking to gather quarterly sales overviews to present at the company board meeting. The two main purposes of compiling data are to determine how to add value to existing accounts and to maximize all opportunities for sales within the accounts.

The account manager wants to answer three questions:

1. Did the company meet monthly sales target of $25,000?
2. What is the breakdown of sales per account?
3. What insights can be derived from evaluating the Net Promoter Scores per account?

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Solution

Rather than manually exporting CSV files to derive insightful analytics, the account manager can use Castodia's Database Connector to connect their Oracle database to Google Sheets, run and save important queries, and auto-refresh their data every two weeks based on their custom schedule.

To get started, install the Castodia GSuite Add-On and access a new Google sheet. Once you have connected your Oracle database, you can begin to run SQL queries.

Castodia also gives users the freedom to create custom schedules for databases. The account manager can automate quarterly data to update onto a Google spreadsheet. To do so, select certain months and days within each month to auto-refresh.

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Next, select the "overwrite" option to ensure that a new set of data is uploaded onto the same sheet every quarter.

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Now, let us answer the three questions:

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1. Did the company meet quarterly sales target of $25,000?

Using the data pulled from the Oracle database, the account manager can visualize important information in the form of charts and graphs. This model clearly indicates a successful quarter, as the company surpassed its sales target of $25,000.

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2. What is the breakdown of sales per account?

The account manager can also visualize the breakdown of accounts into a pie chart. Considering that over 50% of client accounts are individual, the account manager can recommend setting rigorous goals to help maximize opportunities and provide additional value for that revenue stream.

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3. What insights can be derived from evaluating the Net Promoter Scores per account?

Customer satisfaction is an extremely important factor that must be taken into account for an account manager when gearing up for the next quarter. Using NPS as a key metric, the account manager can deduct areas of improvement within IRA accounts, with the lowest promoter and highest detractor percentages.

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