Ally can integrate with Google BigQuery to automatically update your OKRs. For example, you have the data inside your BigQuery warehouse to track the number of converted leads. The goal is to increase the value of converted leads to a certain amount. By implementing a BigQuery integration, you can save yourself the hassle of repeatedly going back and forth between BigQuery and Ally to update your progress: Ally will sync the values for you and chart your progress toward the goal, thus saving time while keeping your OKRs current.
An admin can set up the BigQuery integration on Ally. To do so:
- Navigate to Ally’s integrations page through Admin -> Integrations.
- Scroll through the integration options until you locate BigQueary, then select "enable" if this is the first time, or "manage" if an integration has already been established.
- Click on "New Connection." In the popup that follows, enter the connection name and the BigQuery Project ID that holds the data you would like to connect to OKRs.
- Ally uses a service account with OAuth 2.0 to call into the Google BigQuery APIs. For the BigQuery integration to work, you need to add Ally's service account to your BigQuery project and provide the required access & permissions. Please click here for step by step instructions to complete setup.
- Click ‘Next’ to finish the setup
Ally allows you to connect with multiple BigQuery projects. Click ‘New connection’ to add another and differentiate them using names. These names are displayed to members when they link their OKRs to BigQuery data.
Using BigQuery Integration
Once the setup is complete, users in your organization can link the success of their OKRs directly to data inside BigQuery cloud datasets.
- While creating (or editing) an Objective or Key Result, click on ‘Connect data source to auto-update progress’.
- From the list of integrations, pick BigQuery.
4. If you already created a BigQuery connection, or an administrator in your organization shared a BigQuery connection with you, that will be automatically selected for you. If there are no connections created or shared already, Ally will prompt you to add a new connection.
5. Add the BigQuery SQL query that will return a single-valued numeric value. This value will be connected to the OKR's progress or KPI depending on how the OKR is measured.
5. Hit "next" to finish and save your OKR. You should now see a BigQuery icon next to the OKR. The OKR will sync automatically every hour, but you can refresh it manually by clicking on ‘refresh’.
The colors of the progress bars indicate the status of the Objective.
- If the progress is 0-25% less than expected progress at any point in time, the status is Behind (orange)
- If the progress is over 25% less than expected progress at any point in time, the status is At-Risk (red)
Learn more about Ally’s other integrations here.