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Connect Excel to Tableau CRM Analytics
Read, Write, and Update Tableau CRM Analytics Data from Excel
Connect with live Tableau CRM Analytics data directly from Microsoft Excel. The free Excel Add-In for CData Connect Spreadsheets gives you real-time access to Tableau CRM Analytics data, right from the Excel tool bar.
Install the Add-In, configure your Tableau CRM Analytics connection, and go!
Get The Excel Add-In Now
Discover What's Possible with Your Tableau CRM Analytics Data in Excel
Say Farewell to Copy/Paste
Real-time, seamless access to data removes the burden of manual data entry in Excel.
Never Rely on Stale Data
Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.
Point and Click Configuration
Integrate data and manage connections with no code or special skills required.
Secure Access and Encryption
Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.
Real-Time Access to Tableau CRM Analytics Data from Excel
Get Started with Tableau CRM Analytics in 3 Simple Steps:
- Install the Excel Add-In - After installation look for the CData Connect Spreadsheets button on the Excel Ribbon.
- Configure your Tableau CRM Analytics Connection - Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Tableau CRM Analytics.
- Run your first query - Select any Tableau CRM Analytics data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Automate Your Workflow
Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.
Bring Data to Life in Excel
Bring your Tableau CRM Analytics data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
Tableau CRM Analytics Reporting, Analysis, & Data Manipulation
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete records and push updates back to Tableau CRM Analytics
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Frequent Tableau CRM Analytics Excel Connectivity questions
Common questions about integrating Tableau CRM Analytics with Microsoft Excel.
How do I connect Tableau CRM Analytics to Excel?
The best way to integrate Tableau CRM Analytics with Excel is by using the CData Connect Spreadsheets Excel Add-In. The Tableau CRM Analytics Excel Connector provides easy Tableau CRM Analytics Excel integration directly from Desktop, Mac, or Web (Excel 365). Simply configure your connection to Tableau CRM Analytics from the easy-to-use cloud interface, and access Tableau CRM Analytics just like you would another native Excel data source.
Can I export Tableau CRM Analytics to Excel?
Configuring a Tableau CRM Analytics export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. CData Connect Spreadsheets Excel Add-In provides live direct connectivity to Tableau CRM Analytics and does not require a Tableau CRM Analytics Excel export. Instead, simply click the Refresh button from the Excel Tableau CRM Analytics plugin toolbar and the tool will download Tableau CRM Analytics to excel instantly. You can even schedule refreshes to export from Tableau CRM Analytics to Excel automatically, so your Excel reporting is always fresh and up to date when you need it.
Is it possible to edit Tableau CRM Analytics data from Excel?
Our integration enables live, bi-directional access to Tableau CRM Analytics data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Tableau CRM Analytics — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. For the CData Connect Spreadsheets Excel Add-In all accounts start on a 15-day free trial of the unlimited Pro plan. The Pro plan includes unlimited access to all of the powerful features and capabilities of the platform. After the 15-day trial period, you have the option to purchase the product and continue at the Pro level, or your account will be automatically downgraded to the Forever-Free plan. You can continue to use the free plan indefinitely, but wou will be limited to 5,000 records per query, 1 user, 3 data sources, and 50 total queries per month.
Start your trial today: Tableau CRM Analytics Excel Add-In free download.
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Get the Excel Add-In for Tableau CRM Analytics
Building custom dashboards & reports that connect with live Tableau CRM Analytics data has never been easier. Get the CData Excel Add-In for Tableau CRM Analytics now, and get connected.
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