How do I connect Excel to BIMachine using Kondado?
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Start on Kondado by adding
Excel as a data source and paste the OneDrive or SharePoint file address. Pick the worksheet you want, and Kondado reads the first filled row as the header so each title becomes a column. Then choose BIMachine as the destination and save the setup.
What kind of dashboards can I build with Excel data in BIMachine?
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You can build custom dashboards for budget tracking, sales target progress, expense monitoring, campaign performance, and inventory registries. Each dashboard uses the columns from your Excel worksheet, so you can combine charts, scorecards, and filters around the headers you already have. For example, a marketing team can compare planned campaign spend against actual costs by month.
How often does my Excel data refresh in BIMachine?
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You set the update frequency when you configure the connection: every 5 minutes, 15 minutes, hourly, daily, or another interval that fits your routine. Kondado replicates the worksheet data on that schedule, and BIMachine reflects the latest update after each run. This keeps your dashboards current without manual copy and paste.
Which KPIs can I track in BIMachine using Excel worksheets?
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Common KPIs include budget versus actual spend, sales target attainment, cost per campaign, inventory turnover, and monthly forecast accuracy. Because each header title becomes a column, you can create calculated fields in BIMachine for percentages, variances, and running totals. Operations teams often track order registries, while finance teams monitor expense categories and cash flow plans.
Can I customize a BIMachine dashboard for my Excel worksheet?
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Yes, every dashboard is custom-built around your worksheet headers, so you can add charts, scorecards, and filters that match your budget, targets, or registry columns. You can start with a blank dashboard and arrange the visuals in the way that best tells your performance story. This gives you full control over the layout and the metrics you want to see.
Can I share BIMachine dashboards that use Excel data?
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Yes, you can share the dashboards you build in BIMachine with colleagues, managers, or clients based on the sharing options available in BIMachine. Recipients see the visual dashboards, not the raw worksheet, so they can focus on trends and decisions. You can also schedule updates so shared dashboards stay current with the latest Excel data.
How do I choose which Excel worksheet to visualize in BIMachine?
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When you set up the
Excel data source, you select the specific worksheet from your OneDrive or SharePoint file. Kondado uses the first filled row as the header and creates a text column for each title, plus the Excel row number. If your file has multiple worksheets, you can create separate pipelines for each one you want to visualize.
What happens when new rows are added to my Excel file?
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On the next scheduled update, Kondado reads the worksheet again and brings the new rows into BIMachine using the same header structure. Your dashboards then reflect the added records after the refresh completes. If you add new columns, you may need to review the setup so the new header titles appear in BIMachine.
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