Smartsheet

1. Click Self Service.
2. Click Connect.

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   Search Smartsheet.
4. Click Smartsheet.

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   Click Authorize.

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   Enter credentials.
7. Click Continue.

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   Enter Password.
9. Click Log In.

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    Click Allow.

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    Upon successful authorization, Click Next.

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    Click the check box(es) to Select Tables.
13. Click the check box(es) to select columns.
14. Click preview.
15. Click Save.

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    Name the dataset.
17. Click OK.

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Note: Once you have chosen the tables needed to calculate the KPI for analysis requirements and saved the dataset, you can create the business model and dashboard. Instructions are available in the Self-Service section of the Lumenore User Manual.