This article explains how to set up a new Microsoft Excel flow within Flowsite — a no-code integration platform that connects your Dashpivot workspace to Excel.
By creating an Excel flow in Flowsite, you can generate a hosted data source (CSV) that refreshes regularly and can be pulled into Excel for reporting and analysis without manual exports. This guide is for users with a Flowsite workspace who want automated data syncing into Excel.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, Platinum
Permission: Access to Flowsite and Dashpivot connections
Skills Required: Flowsite basic configuration
Device Type: Computer
Subscription: Flowsite with Excel integration enabled
1. In Flowsite, go to the Connections tab and ensure Dashpivot is already connected.
2. Select the Flows tab at the top and click Create Flow.
3. A flow selector modal should appear with a thumbnail Dashpivot Hosted Source for Excel
4. Click the flow thumbnail to create a new Dashpivot Hosted Source flow.
5. Configure your flow by setting a Trigger time in the recurring time trigger block (this defines how often the flow runs).
6. Define the System, Workspace, and Module Source:
Under Templates, paste the Template ID you want to use.
Under Actions, choose what data will generate the CSV for Excel.
7. When configuration is complete, press Save. This will automatically trigger the first run of the flow before you link it to Excel.
8. Open Microsoft Excel to finalize linking the flow using the provided URL, username, and password generated by Flowsite.