Microsoft Excel files
Need help connecting Microsoft Excel to Power BI or other BI tools, for expanded analysis and reporting capabilities?
Cleversight provides custom support to organizations for importing Excel files into leading analysis tools. Our expertise focuses on seamlessly integrating Excel files from various sources, such as SFTP servers, API endpoints, and cloud storage platforms such as AWS S3, Azure Blob Storage, and Google Cloud Storage, with analytics platforms such as PowerBI, Looker, Tableau, and Qlik.
This service enables your organization to efficiently process and analyze data, giving your team access to advanced reporting and analysis capabilities. With Cleversight by your side, you can optimize your data ecosystem and transform it into a data-driven future.
Dashboards and Reports
Expertise in Power BI
Cleversight has extensive knowledge and skills in Power BI, but our expertise extends to other prominent BI tools as well.
For example, we support:
Available Data functionalities with Excel files
- Detailed Reports: Access Excel data for in-depth analysis.
- Real-time Data Synchronization: Guarantees up-to-date information for reliable reporting.
- Data Consolidation: Easy integration of data from different sources.
- Custom Data Extraction: Ability to extract specific data sets for custom reports.
- Automation capabilities: Increase efficiency and reduce error margins with automated processes.
- Advanced Caching: Ensures fast data transfer and responsive analytics.
Customer benefits
Benefits for you as a customer
Fast and Efficient Integration
Easy integration of Microsoft Excel files into Power BI, allowing access to live data within minutes.
Flexible Compatibility
Microsoft Excel files offer extensive integration capabilities with virtually all BI tools, resulting in a world of possibilities with minimal limitations.
Suitable for All Organization Types
Whether small business or large enterprises, Excel file reading is a valuable addition to any business.
Expert Support
Access to Cleversight’s professional support team for help and advice.
Excel files integration
The Excel integration process
Excel Guided Integration
- Contact: Contact Cleversight for an introduction.
- Needs Analysis: We analyze your needs to provide the best possible solution.
- Demonstration: A demonstration of Microsoft Excel imports.
- Implementation Plan: Development of a personalized implementation plan.
- Link Setup: Guidance on installation and configuration.
- Power BI Application Development: customized reports and dashboards.
- Training and Support: Training for your team and ongoing support.
- Analysis and Reporting: Start analyzing your Excel data.
Our Building Blocks
Power BI Dashboard Building Blocks
Get a quick start, save on development costs and create your own reports and dashboards based on our templates. Or engage one of our experts for a custom plan.
Template by industry
Manufacturing
- Inventory Management
- Understanding production processes
- Distribution Management
E-commerce
- Easy revenue analysis
- Understanding customer acquisition costs
- Return and refund trends
Trade and Logistics
- Margin analysis
- Understanding customer payment behavior
- Inventory Management
Notary Office
- Summary of revenue by service
- Monitoring client payments
- Understanding operational costs
Advocacy
- Billable hours analysis
- Client payments and collection management
- Understanding operational efficiency
Template per business unit
HRM
- Full insight into employee data
- Turnover Rates
- Personnel costs
- Employee satisfaction reporting
Marketing
- Advanced campaign insights
- Live conversion data
- Results dashboards
- ROI insight by channel
Financial
- Automated financial consolidation and elimination
- Comprehensive profit and loss & balance sheet data
- Improved accounts receivable and accounts payable management
- By consolidation group, administration or financial period
Sales
- Advanced sales forecasting and trend analysis
- Product and category analysis
- Sales channel optimization
- Team performance measurement
Maximize your performance
Demo Dashboard
Below you can try an example of a Cleversight dashboard. Want access to a demo for your own organization?
Then sign up for our trial period
