Excel online

The Excel Online Connector in Lumenore allows users to seamlessly import data directly from Microsoft Office Excel Online using secure, bi-directional data drivers. It enables teams to connect cloud-based Excel files as live data sources or extracts, making collaboration easier while ensuring that analytics always reflect the latest spreadsheet updates.

Steps to connect:

Step 1: Navigate to Home > Connect Data > Select Connector > Excel Online.

Step 2: Click Create New Connection to set up a new connection or select an existing connection to proceed.

Step 3: Click the Authorize button to allow Lumenore to access your data.

Step 4: Choose your Microsoft account option and continue.

Step 5: Once the account is selected or created, a success message confirms the authorization. Provide a connection name, then continue using the connection with or without saving it.

Step 6: After saving, the connection appears in the existing connections list.

Note: When the user clicks the three dots under the Action column, the options Use This Connection, Modify, or Delete are displayed. To start using a connection, select it and click Next.

Step 7: Select the connection and click Next.

Step 8: Select the workbook.

Step 9: Select the table you want to export to the Lumenore database. You can also view the data by clicking the Preview tab.

• Preview table data
  Preview table data lets you quickly view a sample of records from the selected table before proceeding.

• Filter data
  The Filter data section allows you to restrict the rows loaded from the selected table based on specific conditions.

• Transform data
  The Transform Data tab below provides options for cleaning and enriching your data before loading it into the database.

Step 10: Click “Save Dataset” to complete data ingestion.

Step 11: Provide the Dataset name and description (optional). Click Ok.

Step 12: A “Dataset saved successfully” message is displayed. After this, the user can cancel and start using the dataset or create a schema by clicking the Create Schema option.