In the Connections tab, ensure Dashpivot is connected

Select the Flows tab at the top & click Create Flow under Microsoft Excel

Select 'Enable Microsoft Excel to access forms data in Dashpivot'

Configure the flow by providing a name, trigger time and template URL ID

Once done, press the "Save" button to automatically trigger the first run before inputting the access URL/username/password into the Excel web connector (found in the "Data" tab)

Next open Microsoft Excel to finalise the link of the flow