Prerequisites
Excel 365 file browser URL
System Setup Instructions
Add a New System
Login to Savant.
Click on "Data" in the top menu.
Toggle to the "Systems" tab in the upper left.
Click the "New System" button. This will take you to a page with a list of all available connected systems in Savant.
Scroll or search among the selections for Excel 365 and click the icon
Click "Next".
Authenticate & Confirm
Login to Microsoft 365.
Access the Excel 365 file that you want to connect.
Copy the browser URL of the file.
In Savant, paste the URL into the appropriate field.
Click "Authenticate".
[Optional] Rename the System and add a Description.
Click "Confirm".
Your new Excel 365 system is now authenticated in Savant!
You can find your new system by going to Data > Systems.
Add Dataset Instructions
Connect to Authenticated Excel 365 System
If you are working within an analysis, on the left side of your canvas, click the Add Dataset button.
Select your Excel 365 system connection.
NOTE: If you are not currently within an analysis, you can add a dataset by navigating to Data and selecting New Dataset. Select your authenticated Excel 365 system from the list of available options and click Next.
Configure Dataset
Click the Objects drop-down menu.
Select an Object. Each Sheet within the Excel 365 file represents an Object.
Click "Apply".
Check boxes next to all columns you want to include in your dataset, and uncheck the boxes next to all columns you want to exclude.
Click "Next".
Name & Describe
[Optional] Rename the dataset and add a Description.
Click "Confirm".
Your new Excel 365 dataset is now added to Savant!
You can find your new dataset by going to Data > Datasets. If you added the dataset from an analysis, you will now see the dataset icon on your canvas.
Supported Objects and Fields
Object | Fields | Notes |
Sheet | User-defined columns | Each Sheet within an Excel 365 file represents an Object in configuration. |