Steps:
1. In the Connections tab, ensure Dashpivot is connected
2. Select the Flows tab at the top & click Create Flow
3. A flow selector modal should appear with a thumbnail Dashpivot Hosted Source for Excel
4. Click on the flow thumbnail and a new Dashpivot Hosted Source flow will be created
5. Configure the flow by providing a Trigger time in the recurring time trigger block
6. Define the System, Workspace and Module Source
Templates → Paste the Template ID into the input
Actions → This will generate a CSV of the actions from the selected workspace
7. Once done, press the "Save" button to automatically trigger the first run before inputting the access URL/username/password into Excel
8. Next open Microsoft excel to finalise the link of the flow