Key Results from Excel

Overview

The Excel Integration for WorkBoard allows you to pull numeric data from cells directly from Excel as Key Result progress values. Select a value from a field on a report and setup your desired sync cadence using the Excel Data Connector.  

Requirements

  • The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Frequently Asked Questions

Can a mapped cell support an Excel formula?

Yes. 

What happens if the mapped cell is not a numeric value?

You'll receive an error if the mapped cell is not a numeric value. The user can use the Verified Data Button to catch the error at the time of mapping. 

Can I use a local Excel workbook?

No, but, if it can be stored in your OneDrive account it can be used.

What kind of sheets are visible in the dropdown list to map a data cell?

You can see both standard and hidden sheets in the dropdown list. 

Add an Excel Key Result

  1. Hover over your Objective and click the Kebab.
  2. Select Edit Settings.
  3. Select Add another Key Result.
  4. Select Advanced Options.
  5. Choose Pull data from external applications.mceclip2.png
  6. Pick Excel from the list of integrations.mceclip3.png
  7. Sign in using your Microsoft credentials or through SSO.mceclip4.png
  8. Select the Workbook dropdown to choose a Workbook.
    • Note: The Workbook dropdown will ONLY display Workbooks to which you have access.mceclip5.png
  1. Select the Sheet dropdown to choose a sheet from the Workbook.mceclip6.png
  2. Enter the Column and Row of interest. mceclip7.png
  3. (Optional) For real-time validation of data before connecting, select Verify data source.
    • Note: This button displays the current value in the cell mapped to the KR for visual confirmation of the data
  1. Choose Connect to set up Excel integration. 
  2. Fill out or edit the remaining Key Result details such as Start Value, Result Value, Target Value, Committed Result, Unit of Measurement and how to Calculate Overall Progress.
  3. Choose your Update Cadence, which determines when or how often WorkBoard will sync with Excel to pull the latest value for your Key Result.
    • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
      mceclip8.png

 

  1. Select Save.

Synchronize Data from Excel

WorkBoard will pull data for the KR directly from Excel following the cadence specified.  The Business Result Owner also has the ability to “sync data now” to pull data in real-time.

There are two ways to sync data for your Key Results.

Force a Sync on a Single Excel Key Result:

  1. Select Key Result to go to the Key Results Details page.
  2. Choose the Kebab menu in the upper right-hand corner.
  3. Select Sync Integration Data.

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Force a Sync for all Key Result Integrations:

  1. From the My Objectives Page, select the Kebab icon in the upper right-hand corner.
  2. Select Sync Integration Data.
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