Dashboards in minutes

Connect Excel to Klipfolio: Dashboards in Minutes

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Connect Excel to Klipfolio

To visualize Excel data in Klipfolio, connect your Excel file from OneDrive or SharePoint in Kondado by pasting the file address and selecting the worksheet. Kondado reads the first filled row as the header, so each title becomes a column, then you choose Klipfolio as the destination and set the update frequency that fits your team. In Klipfolio, use those columns to build charts, KPI cards, and scorecards for budgets, targets, or operational registries. Kondado connects Excel to Klipfolio through a Via Kondado connection, so business teams can turn OneDrive or SharePoint worksheets into visual dashboards without intermediate databases or complex setup. You choose the worksheet, set the update schedule, and build Klipfolio views that keep targets, budgets, and registries visible for faster decisions.

1
available pipeline
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial

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Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

Try out all the features for free for 14 days

Available data

Excel data available in Klipfolio

Each item below is automatically replicated by Kondado from Excel into Klipfolio — no schema setup, no manual mapping.

1
available pipeline
∞
Auto-refresh

Available integrations

Spreadsheet (worksheet)
Each row represents a row of the selected Excel worksheet, with the Excel row number and a text column for each header title from the first filled row, using a normalized name.

Try out all the features for free for 14 days

With Excel and Klipfolio, the Spreadsheet (worksheet) pipeline turns a selected worksheet into a dashboard-ready dataset. Use it for a budget worksheet to compare planned and actual spend, a sales registry to track deal value by owner, or a campaign tracker to monitor leads and conversion by channel. Klipfolio can combine the Excel row number and normalized header columns into KPI cards, trend charts, and scorecards so teams see targets, variances, and operational progress in one view. Set the update schedule to every 15 minutes, hourly, or daily, and keep your dashboard current for weekly reviews and daily standups.

Try out all the features for free for 14 days

How to create Excel dashboards in Klipfolio

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Connect Excel as a data source

Paste the OneDrive or SharePoint file address in Kondado and select the worksheet from your Excel file. Confirm the first filled row as the header so each title becomes a column.

2
Select Klipfolio as destination

Choose Klipfolio as the destination for the Spreadsheet (worksheet) pipeline and review the fields created from the Excel row number and header titles.

3
Build dashboards and set refresh

Create KPI cards, charts, and scorecards in Klipfolio, then set the update schedule to every 5 minutes, hourly, or daily.

Access Excel data in Klipfolio and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

Visualize Excel data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

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Frequently Asked Questions (FAQ)

Answers about visualizing Excel data in Klipfolio automatically

How do I connect an Excel file from OneDrive or SharePoint to Klipfolio? ▼
Use the full file address from OneDrive or SharePoint for your Excel file, not a local path, and select the exact worksheet tab you want to visualize. In Kondado, confirm the first filled row contains your column titles, then choose Klipfolio as the destination and review the generated fields.
What kind of dashboards can I build with Excel data in Klipfolio? ▼
You can build custom dashboards for budget vs actual spend, sales registry by owner, campaign tracker by channel, and operational scorecards. Use KPI cards for totals and variances, trend charts for month-over-month movement, and filters for region, owner, or period.
How often can my Excel data update in Klipfolio? ▼
You set the update frequency in Kondado, with options such as every 5 minutes, 15 minutes, hourly, or daily. Klipfolio receives the refreshed worksheet data on that configurable schedule, so your dashboard stays current for reviews.
Which KPIs can I track in Klipfolio from an Excel worksheet? ▼
Common KPIs include planned vs actual spend, variance percentage, deal value by owner, leads by channel, conversion rate, and record counts using the Excel row number. You can combine these into scorecards and trend charts for weekly reviews.
Can I share a Klipfolio dashboard built from Excel with my team? ▼
Yes, you can share the dashboard with colleagues in Klipfolio and use filters for owner, region, or month so each person sees the relevant worksheet rows. You can also arrange KPI cards and charts for daily standups or monthly business reviews.
Do I need to prepare my Excel worksheet before connecting it to Klipfolio? ▼
For the cleanest dashboard, place column titles in the first filled row and keep one type of record per row. The Spreadsheet (worksheet) pipeline then uses the Excel row number and normalized header names to create fields in Klipfolio.
Can I connect multiple Excel worksheets to Klipfolio? ▼
Each Spreadsheet (worksheet) pipeline reads one selected worksheet. You can create separate pipelines for different worksheets and combine their views in Klipfolio.
What happens when my Excel file adds new rows or columns? ▼
On the next scheduled update, Kondado reads the worksheet again, so new rows appear in the dataset. New header titles become columns with normalized names for use in Klipfolio.

Try out all the features for free for 14 days