Once your flows have been created on your Flowsite workspace, to ensure that the data is flowing from Dashpivot to your Excel spreadsheet, you'll need to connect Excel using the identifiers provided when creating the flows.
You'll be able to set up the data refresh frequency and specific time when creating the flow, which you can also update later on through the Flow Editor. You can also trigger the flow manually if you need an immediate refresh, which can be handy when testing out the integration.
⚠️ Important to note:
You will need to have the URL, Username and Password provided during the flow creation on hand
This article covers the process for Windows PCs, to see the process on Mac, access this article: https://intercom.help/dashpivot/en/articles/9359337-using-microsoft-excel-integration-on-mac
To connect your Excel file, follow these steps:
1. Open your Excel file
2. Go to the 'Data' tab
3. Select the 'From Web' icon
4. Paste the URL into the data source. Ensure 'Basic' is selected. Click 'OK' when done
5. Click ‘Basic’ on the left and then copy/paste the Username/Password from the Flowsite Destination section. And then select the last option in the dropdown (with the corresponding link extension - it should be the same as the link you previously entered) for the level to apply settings at
6. Click the ‘Connect’ button
7. A preview popup will appear. Select ‘Transform Data’. This will bring up the Power Query function
8. You can then clean up the data using Power Query (things such as removing columns, filling down data, etc). Once done, clicking the ‘Close and Load’ button will save the steps on the query and load the data into Excel (i.e. you set up the steps once, and then they’ll get applied every time the data is refreshed)
9. The result should look like this:
10. Repeat the process for all your flows
Step-by-step process video: