Connect Smartsheet to Excel Power Query for Insightful Visualizations

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What is Smartsheet?

Smartsheet is a versatile work management platform designed to help enterprise companies streamline collaboration, track project progress, and automate workflows. With its intuitive interface and powerful capabilities, Smartsheet allows users to manage, organize, and analyze data efficiently. Large enterprises benefit from Smartsheet's scalability, robust security features, and seamless integration with other business tools.

What is Excel Power Query?

Excel Power Query is a powerful data connection tool within Microsoft Excel that allows users to import, transform, and analyze data from various sources. Enterprise companies benefit from Excel Power Query's ability to connect to a wide range of data sources, enabling them to extract valuable insights and make data-driven decisions. Its user-friendly interface and advanced data transformation capabilities make it an essential tool for data analysis and visualization tasks.

Connecting Smartsheet to Excel Power Query

Connecting Smartsheet to Excel Power Query can be accomplished in several ways. Below is a list of methods to help you connect these two powerful tools:

  • Use Smartsheet's built-in export feature to export your data as a CSV or Excel file, then import the file into Excel Power Query.
  • Utilize the Smartsheet OData API to establish a direct connection between Smartsheet and Excel Power Query, allowing for real-time data access and synchronization.
  • Take advantage of third-party data connectors that enable seamless integration between Smartsheet and Excel Power Query, providing a simplified way to connect and visualize Smartsheet data.
  • Consider using Improvado, an advanced marketing analytics platform that offers a complete data pipeline from data extraction, through data transformation and normalization, to data visualization. With Improvado, you can effortlessly extract and load data from Smartsheet into Excel Power Query, ensuring a seamless and efficient connection.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Smartsheet to Excel Power Query with Improvado

Improvado is the best solution for connecting Smartsheet to Excel Power Query due to its numerous advantages over other methods. First and foremost, Improvado provides an easy-to-use platform that simplifies the process of connecting Smartsheet and Excel Power Query. This means that you can focus on analyzing and visualizing your data instead of worrying about the technicalities of connecting the two applications.

Additionally, Improvado's platform offers a wide range of metrics and dimensions that can be automatically extracted from Smartsheet, ensuring that you have access to all the data you need. This extensive data coverage makes it easy to create comprehensive reports and dashboards tailored to your specific needs.

Lastly, Improvado's exceptional customer support and ongoing platform updates ensure that you always have access to the latest features and improvements. This commitment to customer success makes Improvado the ideal choice for connecting Smartsheet to Excel Power Query.

Summary of connection Smartsheet to Excel Power Query

In summary, connecting Smartsheet and Excel Power Query is a crucial step in maximizing the value of your marketing and sales data. By leveraging Improvado's advanced marketing analytics platform, you can benefit from a scalable, customizable solution that processes large volumes of data and centralizes your marketing and sales data. With Improvado, you'll have access to high-quality customer support and a powerful platform that simplifies the process of connecting Smartsheet and Excel Power Query.

To learn more about how Improvado can help you connect Smartsheet to Excel Power Query, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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