Connect your Excel spreadsheet via Sharepoint

In this article:

To connect your Excel file via Sharepoint, follow these steps.

  1. Click Add widget, located in the top right of your dashboard.
  2. You'll see a scrollable list of Integrations. Click Spreadsheets.
  3. From the Choose File menu, click on the link icon.

    Important note

    Only the .xlsx file extension is supported for Excel files.

    Choose your Excel file from a direct link

    Note

    The file size limit for uploaded spreadsheets is 5 MB.

  4. If you haven't already, you'll need to generate a direct download link in Excel.

    To generate a direct download link in Excel:
  1. In Excel, open the file you want to share, then select Share.share button on Sharepoint
  2. In the the Send Link window that appears, make sure access is set to Anyone with the link can edit.
  3. Click Copy Link.Copy link on Sharepoint
  4. When the Link copied message appears, use this tool to generate a direct link that Geckoboard can read.
  5. Return to Geckoboard, in the Link to file field, paste the copied link to your hosted file. Our integration will do the rest.Choose your Excel file from the direct link field
  6. And that’s it! You're now ready to prepare a visualization using your spreadsheet data.

    Each time you make changes to your hosted .xlsx spreadsheet in Sharepoint, those changes will automatically sync with Geckoboard through the generated link. You'll be able to see your changes on your dashboard when the widget refreshes (every 15 minutes).
Was this article helpful?

Awesome! 👍  Thanks so much for your feedback!

Sorry about that! Start a conversation now.