# 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**](#finding-the-chart-id)
4. **Select the Excel worksheet** where the data should be synced
{% hint style="warning" %}
The selected worksheet will be **overwritten** with the chart data.
{% endhint %}
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**
{% hint style="warning" %}
Editing and resyncing a connection will **overwrite data** in the newly selected worksheet.
{% endhint %}
#### **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
{% hint style="info" %}
**Deleting a connection** removes the sync relationship but does **not** delete existing data in the worksheet.
{% endhint %}
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