Create Trello Applications using Spreadsheet Calculations
Most businesses use Excel spreadsheets to build applications and automate various business calculations. Sales quoting, ROI calculators, product configurators, rules engines are only few examples of such applications. With our Trello integration, you can build an interface to run these applications directly from your Trello board. You can map inputs and outputs to existing Trello or create new ones. While all user interface and data fields stays on Trello, backend spreadsheet calculations are handled by SpreadsheetWeb. This means you need a Trello account and a SpreadsheetWeb account. If you are just evaluating, you can signup for a free 14-day SpreadsheetWeb trial account here. Let’s get started:
1. Upload your Excel File to SpreadsheetWeb
Let’s assume we have complex Excel file to calculate shipping costs for a specialized equipment delivery. Sales people need to run this Excel file to calculate shipping cost and add it to their quotes. They enter Origination ZIP, Destination ZIP, and Weight. It calculates the shipping cost through various calculations built into the Excel file. Instead of running these calculations in Excel, we want this application available inside Trello. We also want Destination ZIP to come directly from a contact’s postal code in Trello.
First, upload this Excel file to your SpreadsheetWeb account. Let’s assume you signed up for a trial account. Login to your trial account and press Create Application button. Drag and drop the Excel file and press Next:
Select Access API on the next screen:
Copy API Endpoint and Application Key. You will need them later.
2. Install SpreadsheetWeb from Trello App Marketplace
Simply login to your Trello account and click card on a board. Select Power-Ups, then search and install “SpreadsheetWeb”. Click Allow when prompted. SpreadsheetWeb will be added to the active board.
3. Create your Trello Application
Go back to your Trello card once SpreadsheetWeb is activated. Select SpreadsheetWeb under Power-Ups, and click Manage Applications.
This will load the Applications list. Press Add New Application button to create your first application. Enter the name for your application. Then copy and paste the API Endpoint and Application Key fields from Step a. This is how the application will match your Trello Power-Up to the Excel file running on SpreadsheetWeb.
Next step is to add inputs and output and map them to the Excel file. Press Add New Input and enter a name as Trello Name. This is the name that will appear in your application. Enter the cell name from Excel file as SpreadsheetWeb Name. If there is no name defined for that cell, you can also enter the cell reference i.e. Input!B2. But make sure the cells match the Excel file. This will create new columns on your card.
If an input field already exists in your board, you can click Add Existing Input button and select it from dropdown list. Once you are done entering inputs, press Add New Output button. Enter a Trello Name. As SpreadsheetWeb name, make sure to enter that formula cell’s name i.e. cost, or its cell reference Input!B7. Finally, press Save to save the application.
Congratulations! You have just created your first application.
3. Run your Trello Application
Now that you’ve created your first application, next step is to run it. Click on the SpreadsheetWeb Power-Up. This will load the application selection page. Select the name of your application to load the input and output fields you have created. Enter Origination Zip, Destination Zip, and Weight inputs. Then press Calculate. This will send all inputs to SpreadsheetWeb and return the calculated cost to be populated into the output (Cost) field. You can change inputs and press Calculate to rerun the calculations as many times as you want. When done press the Save button to save this information.
The saved data is also available under the item’s columns as seen below. Once added into the card, you can edit any of the input or output fields directly from this page without going into the SpreadsheetWeb Power-Up.
Watch the video below for a step-by-step guide.