Microsoft Excel integration
Send modelled Dashworx data into Microsoft Excel so finance and trading teams can build their own models on numbers that already match the dashboards.
About the Microsoft Excel integration
Microsoft Excel is still where many budgets, forecasts and board packs are finished. Trading managers build pivot tables there, finance teams reconcile marketing spend against the ledger, and agencies hand over workbooks that clients open in Excel for Microsoft 365 or the desktop app. The problem is rarely Excel itself; it is the copy-and-paste step in front of it, where exports from five ad platforms and a shop back end are stitched together by hand.
Sending Dashworx data to Excel removes that step. The tables arriving in the workbook have already been joined, de-duplicated and aligned to one currency and one calendar, so a pivot of spend by channel agrees with the figure on the Dashworx dashboard. Excel becomes the place for scenario work, what-if formulas and the formatting a finance director expects, while Dashworx stays the place where the team monitors performance, sets targets and asks questions of the data.
Bear in mind Excel’s limit of just over a million rows per sheet: daily or weekly aggregates usually suit a workbook better than event-level detail.
What Dashworx sends to Microsoft Excel
Daily revenue vs target
Spend by channel and campaign
Blended ROAS by channel
Orders and average order value
New vs returning revenue
Cost per acquisition by channel
Product sales by SKU
Sessions and conversion rate
Month-to-date pacing vs budget
Weekly KPI summary table
Brand and market roll-ups
…and more.
What teams do with Microsoft Excel data
Visual Intelligence
Month-end reconciliation from one table
Pull channel spend and revenue into the finance workbook already aligned to one currency, then check the totals against the Dashworx dashboard.
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KPIs and automation
Budget scenarios built on tracked targets
Model next quarter’s budget in Excel from the targets and pacing you already track in Dashworx, so forecasts start from agreed numbers.
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Conversational AI
Find the answer before building the pivot
Ask Dashworx in plain English which channel drove last month’s revenue dip, then send the relevant breakdown to Excel for the detailed write-up.
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Send Dashworx data to Microsoft Excel
Dashworx sends tables of modelled data to Excel: spend, revenue, orders, ROAS and KPI results, already blended across your connected sources and expressed in the same currency, time zone and channel groupings as your dashboards. Typical outputs are a daily performance table by channel, a campaign-level spend and return table, and a target-versus-actual sheet for each KPI.
The aim is to give analysts and finance colleagues a reliable starting point in the tool they already use for modelling and reporting. Instead of exporting from each platform and rebuilding lookups every month, they open a workbook whose numbers match Dashworx, and spend their time on forecasts, commentary and scenario planning rather than data preparation.
How to connect Microsoft Excel to Dashworx
01
Choose what to send
Tell us which Dashworx reports, metrics and dimensions should go to Microsoft Excel, and how often.
02
Authorise access in one click
Sign in to Microsoft Excel and give Dashworx permission to deliver data. No API keys or developer time required.
03
We map and schedule your data
The Dashworx team maps your analysis-ready data to Microsoft Excel’s format and sets up the delivery schedule.
04
Get notified when data is flowing
You’ll receive an in-platform notification once the first delivery lands in Microsoft Excel.
Frequently asked questions
What does Dashworx do with my connected data?
How long does it take for my data to appear after connecting?
Do I need technical skills or a developer to connect a source?
How often is my data refreshed?
How is my data kept secure?
Can I connect multiple accounts from the same platform?
What if the platform I use isn’t listed?
Connect Microsoft Excel in minutes
Book a demo and we’ll show you your own data, connected and visualised, before you commit.