# 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**

<figure><img src="https://4266000388-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvykIMC7zdFnfNOwd8QAe%2Fuploads%2FDPDA1mLhO3DOyzH0SsIa%2FHandbook%20media.gif?alt=media&#x26;token=ac1269b0-fed5-4596-b8a1-6b487804459c" alt=""><figcaption></figcaption></figure>

When prompted:

1. **Enter your Drivetrain instance URL:** `{your-instance-name}.drivetrain.ai`
2. **Authorize the integration** using your Drivetrain credentials

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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

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{% 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 %}