After building a flow in Flowsite to integrate Dashpivot data with Excel, you must connect your completed Excel integration file so the data can refresh correctly in Excel. This process applies to Windows and ensures the integration file is ready for use with up-to-date data.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard
Permission: Access to the Flowsite workspace and Flow credentials
Skills Required: Flowsite navigation, Excel (basic)
Device Type: Windows computer with Microsoft Excel installed
Subscription: Flowsite
Step-by-Step Instructions
Open the Excel integration file on your Windows computer.
Click Enable Content on the coloured banner at the top of the Excel file.
Select the Data tab from the Excel menu.
Click Refresh All.
When the Access Web Content window appears, select Basic.
In the Select which level to apply these settings to dropdown, choose the URL that includes nod.
Enter the provided credentials.
Click Connect to complete the connection.
The integration file is now ready for use
Note
For Excel Files: For Excel files that contain pivot tables, click anywhere inside the pivot table and, from the menu bar, go to the Pivot Table Analysis tab. Click the dropdown arrow next to Refresh and select Refresh All. Repeat this process for any additional pivot tables across different tabs to ensure all data is up to date.