Dashboards in minutes

Connect Excel to BI TOTVS: Dashboards in Minutes

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Connect Excel to BI TOTVS

To visualize Excel data in BI TOTVS, start by connecting your workbook as a data source in Kondado. Paste the OneDrive or SharePoint file address, choose the worksheet you want to use, and Kondado reads the first filled row as the header so each title becomes a column. The Spreadsheet (worksheet) pipeline then replicates the selected rows to BI TOTVS through a Via Kondado connection, with no intermediate databases and no complex setup. You decide the update frequency, from every 5 minutes to hourly or daily, so your BI TOTVS dashboards stay current on the schedule your team needs.

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

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Kondado connects Excel worksheets to BI TOTVS through a Via Kondado connection, letting non-technical teams turn budgets, targets, and operational registries into visual dashboards with automated updates on a configurable schedule.

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 BI TOTVS

Each item below is automatically replicated by Kondado from Excel into BI TOTVS — 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.

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Use the Spreadsheet (worksheet) pipeline for your Budget worksheet, another Spreadsheet (worksheet) pipeline for Sales Targets, and a third for Inventory. In BI TOTVS, you can compare planned versus actual spend, track sales goals by team or region, and monitor stock levels without rebuilding spreadsheets each week. Because Kondado replicates each worksheet on the update frequency you set, business users can open BI TOTVS and see fresh numbers for planning meetings, performance reviews, and operational decisions. The result is a simple view of the KPIs that matter, built around the Excel files your team already uses.

Try out all the features for free for 14 days

How to create Excel dashboards in BI TOTVS

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

1
Connect Excel as a data source

Open the Excel source page, paste the OneDrive or SharePoint file address, and select the worksheet you want to use. Kondado reads the first filled row as the header and prepares the Spreadsheet (worksheet) pipeline.

2
Select BI TOTVS as destination

Choose BI TOTVS as the destination and complete the Via Kondado connection. This links the worksheet pipeline to the BI TOTVS workspace where your team builds dashboards.

3
Build dashboards and set refresh

In BI TOTVS, arrange the worksheet columns into dashboards for budgets, targets, or inventory. Set the update frequency to every 5 minutes, 15 minutes, hourly, or daily so the views refresh on your reporting schedule.

Access Excel data in BI TOTVS 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 BI TOTVS automatically

How do I connect an Excel file to BI TOTVS using Kondado? ▼
Open the Excel source page, add the OneDrive or SharePoint address, and preview the worksheet before saving. Give the Spreadsheet (worksheet) pipeline a clear name, confirm the header titles match the columns you need, and then choose BI TOTVS as the destination. Complete the Via Kondado connection to make the worksheet available for dashboard building.
Which dashboards can I build with Excel data in BI TOTVS? ▼
You can build custom dashboards for expense approvals, campaign calendars, project milestones, supplier scorecards, and monthly close checklists. Use the worksheet columns to group results by owner, category, or due date, then add simple comparisons that answer the questions your team asks in weekly meetings. BI TOTVS keeps those views in one place so people can review status without opening separate workbooks.
How often can Kondado update Excel data in BI TOTVS? ▼
You can set the schedule when you create the connection, and you can change it later if your reporting rhythm shifts. For daily operating reviews, a daily update is often enough; for fast-moving operational worksheets, choose a shorter interval such as every 15 minutes. Kondado follows the schedule you configure for each Spreadsheet (worksheet) pipeline.
Which KPIs should I track from Excel worksheets in BI TOTVS? ▼
Useful KPIs include cost per lead, campaign response rate, invoice aging, employee utilization, and vendor lead time. Map each KPI to a worksheet column, then create BI TOTVS cards or charts that show the latest value, trend, and owner. Keep the list short so the dashboard highlights the numbers your team can act on this week.
Can I share BI TOTVS dashboards built from Excel data with my team? ▼
Yes, you can share BI TOTVS dashboards with colleagues who review budgets, targets, or operational results. Set up views around the worksheet columns that matter to each group, such as region, category, or owner. Share the dashboard through your usual BI TOTVS sharing settings and review routine.
Do I need a starting point to build my first dashboard from Excel? ▼
No starting point is required beyond the worksheet data itself. In BI TOTVS, you select the columns from the Spreadsheet (worksheet) pipeline and build the views your team needs for expenses, projects, or staffing. You can start with one worksheet and add more views as your reporting questions grow.

Try out all the features for free for 14 days