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Excel Add-in

Excel Add-in seamlessly integrates Nectari capabilities into Microsoft Excel. With this Add-in, you can access, query, and analyze real-time data directly within Excel—streamlining reporting and data manipulation.

This makes it easier to generate, refresh, and analyze reports using live data, all within Excel.

Prerequisites​

Prerequisites
  • Published Data Models: Data models created on Nectari must be published and available for Excel.
  • Microsoft Excel Version: Excel 2016 or later is required.

When to use the Excel Add-in​

  • Building interactive dashboards: Combine real-time business data with Excel’s features to create dynamic, shareable dashboards.
  • Enhancing data analysis and reporting: Access advanced analytics tools and custom wizards that extend the capabilities of standard Excel.
  • Integrating external data sources: Connect to ERP systems or other sources to pull data directly into Excel for up-to-date analysis.
  • Performing local data analysis: Analyze and manage business data directly on your PC, taking full advantage of the integration with Excel desktop’s robust functionality.
  • Ensuring access to real-time enterprise data: Automatically update your excel files with the latest information, removing the need for manual data refreshes.

Publish a data model for Excel Add-in​

  1. Open Nectari and log in using an administrator account or a user that has permission to access the Excel Publish page.
  2. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
  3. Select Excel Publish.
  4. On the Excel Publish page, select the checkbox next to each data model you want to make available in the Excel Add-in.
    The selected models are published automatically.

Features​

The Excel Add-in includes a variety of wizards, tools, and configurations to help you create, customize, and analyze data more efficiently.

Wizards​

Tools​

Configurations​