Excel Add-in

Everything builds on a report you already have in Drivetrain. From there, bring its tables into Excel, re-sync them as numbers change and keep your own work on top.

1. 1

   Install the add-in and sign in to Drivetrain

   • Install the Drivetrain add-in once from the Add-ins menu on the Excel Home tab.
   • Launch the add-in from Excel whenever you need it. It opens as a sidebar.
   • Sign in to your Drivetrain workspace from that sidebar.

   
2. 2

   Load a Drivetrain report table into Excel

   • Copy the chart ID of a table in any Drivetrain report.
   • Paste it into the add-in and choose the sheet to import the table into.
   • The table loads with its rows, columns and structure in place, for example a full income statement.

   
3. 3

   Re-sync the table when numbers change in Drivetrain

   • When numbers change in Drivetrain, re-sync the table from the add-in instead of exporting it again.
   • See every imported table in one list, with the sheet it lives on and when it was last synced.

   
4. 4

   Keep your formulas, formatting and added columns

   • Formulas, formatting and columns you add in Excel stay the same after each re-sync.
   • Extend the data and format it for a specific audience in Excel.
   • The report's structure and logic stay in Drivetrain, so the source numbers live in one place.