Connect Excel Online

Connect Excel Online when a number lives in a Microsoft 365 workbook. Brev reads one cell per goal.

What you get from Excel Online #

• A Metric goal that follows one cell.
• A check-in on the goal each time the cell changes.

Connect Excel Online #

1. In Settings, click Connections, then type Excel Online in Search connections.
2. On its row, click Connect. The row may say Operator access: auto-track uses that same connection.
3. Sign in with Microsoft and approve access.

Track an Excel Online cell #

A new Excel Online connection tracks through Describe a value, where you say the number you want in words. The item picker below appears only on a Excel Online connection made before that change.

1. Open a Metric goal and click Auto-track. Under Ready to track, pick Excel Online.
2. If the dialog opens on Describe a value in Excel Online, say what to measure, check the preview and today's value, then click Connect. That finishes the task. Otherwise, continue with the next step.
3. Pick the workbook and click Continue.
4. Under Select a worksheet, pick the sheet.
5. Pick the Column and Row. The preview shows the cell's value. For a total over a range, put a SUM formula in a cell and pick that cell.
6. Next to Connect, pick how often to refresh: Every 30 minutes (the default), Hourly, Every 4 hours, Daily or Weekly. Then click Connect.

After you connect Excel Online #

Brev reads the value at the frequency you picked. At Every 30 minutes, it reads every 30 minutes from 7 AM to 7 PM on weekdays (Sydney, New York or San Francisco time). Otherwise, it reads every 4 hours.

• To read it now, click the refresh icon on the goal's connection. An unchanged value adds no check-in.
• To see what it reads, hover over the connection or click its gear. The gear also changes the frequency.
• You can still add your own check-ins, for example to explain a change.