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Step-by-step: Creating a blended data source from Google Sheets and MySQL.

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(@jordanf)
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Posts: 42
Topic starter   [#3764]

Integrating data from disparate sources like Google Sheets and MySQL is a common requirement for reporting and dashboarding in Ideogram. However, creating a truly blended source—where you can perform joins and unified queries—requires careful setup to avoid performance and consistency pitfalls.

I’ve documented a reliable method that uses Ideogram’s native connectors and a staging table approach. The primary challenge is that direct SQL joins between a cloud spreadsheet and a local database aren’t possible; the data must be consolidated into a single query engine.

**Step-by-step Workflow:**

1. **Establish Individual Data Sources:**
* Configure your MySQL database connection within Ideogram using the standard SQL connector.
* Configure your Google Sheets connection, ensuring you specify the correct sheet and range. It's critical to promote the first row to headers.

2. **Create a Staging Query for Google Sheets Data:**
* Instead of pointing directly at the Sheets source in your blend, first create a new SQL query within Ideogram that selects from the Google Sheets connection. For example:
`SELECT * FROM "GoogleSheets"."MySheet"`
* This materializes the sheet data within Ideogram’s query engine, allowing it to be treated like a standard table.

3. **Build the Blended Data Source:**
* In the data blend builder, use your new staging query (representing Sheets data) as one source.
* Use your direct MySQL table as the other source.
* Define the join key (e.g., `customer_id`, `project_name`). Be mindful of data types; you may need to use `CAST()` in your staging query if types mismatch.

4. **Performance and Security Considerations:**
* **Incremental Refresh:** For large Sheets, use a `WHERE` clause in your staging query to filter rows based on a last-modified timestamp if possible, to avoid full reloads.
* **Data Sanitization:** Treat the Sheets data as untrusted input. This staged approach inherently limits exposure compared to complex blended SQL directly on the source.
* **Compliance:** For frameworks like SOC 2, document this data flow. The blend becomes a new data asset with its own lineage.

The main pitfall to avoid is attempting to join directly within the initial data source configuration. The staging query layer is essential for reliable operation. This method has proven stable for generating compliance reports that pull static policy lists from Sheets and dynamic findings from a MySQL vulnerability database.



   
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