KPI data sources
Elevea + Microsoft Excel & SharePoint
Sync KPI actuals and targets from Excel workbooks on OneDrive or SharePoint.
What you get
What the integration does for you
- Automatic KPI syncPoint a KPI at a workbook on OneDrive or SharePoint and Elevea keeps it current.
- Works with the files you trustNo need to retype numbers that already live in Excel.
- Corrections stickManual corrections in Elevea are never overwritten by a sync.
- Restatements trackedIf a closed period changes at the source, Elevea records it and keeps the original.
How to connect
Up and running in minutes
- 1Open a KPI in Elevea and choose a data source
- 2Connect your Microsoft account
- 3Pick the workbook and map actuals and targets
Connections are made from inside Elevea by your team. Credentials for data sources are held by a dedicated integration service, not stored by Elevea.
More integrations
Works with the rest of your stack
See Elevea with Microsoft Excel & SharePoint
Book a demo and we’ll show you the integration in action.