Connect your Excel spreadsheet via Sharepoint

Connect your Excel spreadsheet file via Sharepoint by following the steps below.

 

Quickstart 

Connect your Excel spreadsheet file via Sharepoint in 4 simply steps:

  1. Save your Excel file as .xlsx, if it isn't already.
  2. Click the Share option in the top right corner, then click Copy link.
  3. Go to our Get Direct Link tool to generate a link that Geckoboard can use.
  4. Copy your newly generated link, and input the link into Geckoboard's 'Link to file' option.

Connect your Excel file via Sharepoint

Connect your Excel spreadsheet file via Sharepoint, by following these steps below:

  1. If you haven't already, you'll need to generate a direct download link in Excel. Open the file you want to share, then select Share.share button on Sharepoint
  2. In the Share window that appears, make sure access to the file is set to Anyone with the link can view or Anyone with the link can edit.
  3. Click Copy Link. Copy link on Sharepoint
  4. Paste your copied share link into our Get Direct Link tool and press enter or click the Get direct link button. share_to_direct_link_tool.jpg
  5. You should see a new link and a Copy button appear. Click Copy to save the new link to your clipboard. 
  6. Switch to Geckoboard and hover your cursor over an empty area of your dashboard and click the + button.

    Alternatively, click Add widget in the top right of your dashboard.
  7. You'll see a scrollable list of data sources. Click Excel.
  8. In 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
  9. 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).

Note

The file size limit for uploaded spreadsheets is 5 MB.

If you're seeing the error message WARNING: This worksheet is too large to import and your .xlsx file is under the 5 MB upload limit, it's likely the compressed .xml files contained in it exceed the file limit.

Please see our guide to finding out why your worksheet file exceeds the limit. If you are not able to reduce the file of your spreadsheet, you may want to consider using Google Sheets’ ImportRange function.

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