Connect to Excel – Dashboard Integrations

Overview

Bring your Excel spreadsheet data to Bold BI^® and create beautiful dashboards with useful widgets. By embedding dashboards inside your application, you will understand the story behind your data and make effective business decisions.

Local and Cloud Storage

You can easily create analytical dashboards by connecting to local or online Excel files.

Importing Data

You can import Excel data as worksheets or tables. This feature is applicable for version 2007 and later with XLSX format.

Joining Data

You can join the Excel data from different data sources using shared tables.

Refresh Data

You can configure data refresh to keep your dashboard up to date. Refresh settings can be applied to both local and cloud-stored Excel data.

Excel Dashboard Examples

Personal Expense Analysis Dashboard

Bold BI’s Personal Expense Analysis Dashboard provides a complete view of your personal expense information.

The Personal Expense Analysis Dashboard helps you understand your monthly spending patterns. You can identify and reduce unwanted expenses and make careful decisions by looking at each category of expense.

View Dashboard

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Integration Mashups with Excel data

Integrate Excel data with other integrations, like of SQL data sources or web data sources, and create dashboards with multiple data sources. Embed these dashboards into your application for powerful data visualization. You can combine Excel data from local or cloud storage such as Microsoft Azure, Blob Storage, Azure Tables, Box, Commvault, Dropbox, Google Drive, Google Sheets, OneDrive, and SharePoint. For example, integrate customer data with Google Analytics and analyze website traffic and customer engagement rates. With this mash up, you have all your metrics visualized in one place for better decision-making practices.

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