Microsoft Excel add-in

Overview

The Drivetrain add-in for Microsoft Excel lets you bring live data from Drivetrain reports directly into Excel. This allows you to analyze, format, and present your data in a familiar spreadsheet environment—without manual exports or copy-pasting.

Once installed and authorized, the add-in allows you to:

• Import tables and lists from Drivetrain reports into Excel

• Refresh report data on demand

• Build charts and tables that update automatically as data changes

• Use live Drivetrain data in downstream workflows, including presentations in Google Slides

Getting started takes only a few minutes.

Installing the Drivetrain add-in

1. Open an Excel workbook

2. Go to Add-ins → + More Add-ins

3. Search for Drivetrain

4. Select the Drivetrain add-in and click Add

5. After installation, open Add-ins → Drivetrain

When prompted:

1. Enter your Drivetrain instance URL: {your-instance-name}.drivetrain.ai

2. Authorize the integration using your Drivetrain credentials

Once authorization is complete, you can begin creating connections and importing data.

Creating a new connection

A connection links a table in a Drivetrain report to a specific worksheet in Excel.

Adding a new connection

1. Open Excel and go to Add-ins → Drivetrain

2. Click Add New

3. Enter the Chart ID

4. Select the Excel worksheet where the data should be synced

The selected worksheet will be overwritten with the chart data.

Click Save to create the connection and trigger the initial sync.

Finding the Chart ID

To locate the Chart ID in Drivetrain:

1. Open the report that contains the table you want to sync

2. Click the vertical ellipsis (⋮) on the table

3. Select Copy Chart ID

4. Paste the ID into the Drivetrain add-in in Excel

How syncing works

• The time range applied to the table in the report also applies to the synced data

  • For example, if the table is filtered to Last 3 months, only those three months will sync

• All dimensions, scenarios, versions, and comparison series included in the table appear in Excel

• You can create multiple connections by repeating these steps for other tables

After saving a connection, allow up to a minute for the initial sync to complete.

Resyncing data

You can manually refresh data at any time to pull the latest values from Drivetrain.

Resync a single connection

1. Open Add-ins → Drivetrain in Excel

2. Find the connection you want to update

3. Click Resync

Resync all connections

To refresh all connections at once, click Sync All in the add-in sidebar.

Editing and deleting connections

Connections can be updated or removed as your reporting needs change.

Edit a connection

1. Open Add-ins → Drivetrain

2. Locate the connection

3. Click the vertical ellipsis (⋮) and select Edit

4. Update the Chart ID or choose a different worksheet

5. Click Save

Editing and resyncing a connection will overwrite data in the newly selected worksheet.

Delete a connection

1. Open the Drivetrain add-in sidebar

2. Find the connection you want to remove

3. Click the vertical ellipsis (⋮) and select Delete

4. Confirm the deletion

Deleting a connection removes the sync relationship but does not delete existing data in the worksheet.