Import Live Data into Excel (2024)

Importing live data into Excel can be a hassle. If you’re tired of the endless copy-and-paste routine that leads to outdated and incorrect data, you’re not alone.

But here’s the good news: importing live data into Excel doesn’t have to be a daunting task.

From one-click solutions to manual, code-based approaches, here’s an overview of all the different ways to import live data into Excel.

Best Way to Import Live Data into Excel

Let’s face it, most source systems and Excel don’t play nice.

As a result, teams are forced to import data into Excel manually or use basic add-ins with limited functionality to pull data from specific systems into Excel.

That’s the old way of doing things. No code connectors have changed the game by enabling any Excel user to import live data without any technical know-how to get a live import setup and running.

It seamlessly integrates live data from any business platform directly into your Excel Spreadsheet. No-code connectors like Coefficient also automatically updates data in Excel, enabling teams to leverage live data in their spreadsheets all the time.

Import Live Data to Excel: Top Methods and Tools

1. Coefficient – Easy No-Code Excel Add-in

Coefficientis a no-code solution that connects your spreadsheets to your data sources and company systems in a few clicks.

With Coefficient, your team can sync Excel to platforms like HubSpot, Airtable, Salesforce, Redshift, MySQL, Google Analytics, Looker, and much more.

Step 1 – Install Coefficient

You have two options for installing Coefficient’s Excel Add-In:Excel for Web or on your desktop.

Option 1. Excel for Web

Open a new spreadsheet. Navigate to ‘Add-Ins’in the Ribbon and click ‘More Add-ins.’

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Type “Coefficient” in the search and click ‘Add.’

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A pop-up will open up. Click ‘Continue’to complete the installation.

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Once finished, you will see a “Coefficient” tab in your Excel Ribbon.

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Option 2. Excel for Desktop

Open a new spreadsheet. Navigate to the Ribbon and click ‘Insert’> ‘Get Add-ins.’

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The Microsoft Office App Store will open. Search for “Coefficient” and click ‘Get it Now.’

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Follow the prompts to complete the installation. After which, you’ll see Coefficient as a tab in your Excel menu.

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Step 2 – Import Live Data

To launch Coefficient, open the Coefficient tab in your top menu and click ‘OpenSidebar.’

Coefficient will open on the right side of your spreadsheet.

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Select ‘Import from…’

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Choose the data source you want to connect to Coefficient. Coefficient offers pre-built connectorsfor some of the most popular data sources, including:

  • Salesforce
  • HubSpot
  • Snowflake
  • Redshift
  • Looker
  • Tableau
  • MySQL
  • PostgreSQL
  • Mailchimp

For the purposes of this example, let’s use Salesforce.

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Authorize the connection to Salesforce to allow Coefficient access to your data.

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Once you’ve authorized Coefficient, return to the menu and click ‘From Existing Report.’

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Select your Salesforce report from the list. You can also search for a specific report in the bar.

Click ‘Import Report’to continue.

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In just a few seconds, your data will automatically populate your spreadsheet!

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Step 3 – Schedule Automatic Data Refreshes

Coefficient’s Auto-Refresh capability ensures that your import is always up-to-date.

To set it up, return to the import menu and click on ‘Refresh Schedule.’

Select your cadence: hourly, daily, or weekly.

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You can also update your data manually at any time by clicking the ‘Refresh’ button above your import.

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2. Power Query or Office Scripts (Coding Approach)

Power Query is a code-based method for importing live data into excel. It allows technical users to discover, connect, combine, and refine data across a wide variety of sources.

Note: You cannot access the Power Query Editor through Excel for the web. Getting live data into Excel for the web using Office Scripts involves writing a script that fetches data from a web service (API) and then writes that data into your spreadsheet.

This process essentially requires some understanding of how to work with web requests in JavaScript (which Office Scripts are built on) and parsing JSON (a common data format for web services).

In this example, we’ll walk through how to import live data into Excel with Office Scripts.

Step 1: Identify the Data Source

First, identify the web service or API you want to use. For this example, we’ll use a fictional API endpoint https://api.example.com/data that returns data in JSON format. Always ensure you have the right to use data from your chosen API in your applications.

Step 2: Write the Office Script

In Excel for the web, go to the Automate tab and and click ‘New Script’in the Scripting Tools section.

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The Code Editor will open in the right corner of your spreadsheet. Click ‘Write a script’to continue.

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Input your script into the Code Editor. It may look like the example below:

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Try the Free Spreadsheet Extension Over 314,000 Pros Are Raving About

Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.

Get Started

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async function main(workbook: ExcelScript.Workbook) {

// URL of the web service delivering live data

const url = “https://api.example.com/data”;

// Fetch data from the API

const response = await fetch(url);

const data = await response.json();

// Assuming data is an array of objects

// where each object is a record with `name` and `value`

const sheet = workbook.getActiveWorksheet();

// Starting cell to write data

let rowIndex = 1;

for (const item of data) {

// Writing name and value in the first and second column, respectively

sheet.getRange(`A${rowIndex}`).setValue(item.name);

sheet.getRange(`B${rowIndex}`).setValue(item.value);

rowIndex++;

}

}

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Note: Modify the URL to the actual API you’re using and adjust the parsing according to the structure of your JSON data.

Important Considerations:

  • API Limits and Authorization: Many APIs have usage limits or require API keys for access. Ensure your script adheres to the API’s guidelines and includes necessary authorization headers.
  • Cross-Origin Requests:Currently, Office Scripts support making fetch requests to external services. However, ensure the web service supports CORS (Cross-Origin Resource Sharing) if you’re accessing it from a domain other than its own.
  • Data Parsing and Error Handling: Ensure your script can handle unexpected inputs without failing.

Step 3: Run the Script

Save your script and click the Run button to execute it.

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The script will fetch data from the specified API and populate your worksheet starting from the specified cell.

3. One-off Solutions

Generic connectors can import data from source systems into Excel. These connectors are developed by first-party or third-party entities for CRMs, data warehouses, and other data sources.

However, if your team reports from multiple data sources, generic add-ins might fall short. They often come with restrictions on the amount and type of data you can import into Excel. Some lack reliable auto-refresh capabilities, which can result in inaccurate airports or worse.

These one-off solutions can also be expensive. For example, Datawarehouse.io’s Excel connectoris $400 a month.

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While generic add-ins can sometimes offer a quick fix for importing live data into Excel, their limited functionality and lack of seamless integration make them less suitable for sustained use in dynamic, data-driven workflows.

Coefficient: The Easiest Way to Import Live Data into Excel

Tired of spending endless hours manually pushing and pulling data into Excel? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Excel in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Import Live Data into Excel (2024)

FAQs

Can you import live data into Excel? ›

Quick Importing of Live Data

Open a worksheet in Excel. From the Data menu depending on version of Excel select Get & Transform Data > From Web (eg in Excel 2016) or Get External Data (eg in 2000) or Import External Data (eg in XP). In Excel 2016: Fill in the URL of the web page with your desired data table.

How do I import live market data into Excel? ›

In the Get External Data section of Excel, choose the 'From Web' option to initiate the process of importing stock prices from Google Finance. This action opens up a pathway for users to seamlessly extract real-time stock data from an online source directly into their Excel spreadsheets.

What is live data in Excel? ›

What is Excel real-time data? Excel real-time data (RTD) is a function in Excel workbooks that allows users to access live data from external sources. This function connects the workbook to the internet to deliver automatic updates of financial and geographical information.

How do I get live options data in Excel? ›

Importing Options Data in Excel
  1. Open the link www.nseindia.com in Chrome.
  2. Navigate to Market Date > Option Chain.
  3. Right-click and select the Inspect option to open the Diagnostics pane.
  4. Click the Network tab.
  5. Reload the page.
  6. Click the Name specific to the data you want to parse for example, option chain for NIFTY.
Jan 3, 2022

How do I refresh live data in Excel? ›

Update only the selected data Press ALT+F5, or on the Data tab, in the Connections group, click the arrow under Refresh All, and then click Refresh. Update all data in the workbook Press CTRL+ALT+F5, or on the Data tab, in the Connections group, click Refresh All.

How do I get real time market data in Excel? ›

To create a table, go to Insert > Table. With the cells still selected, go to the Data tab, and then click Stocks. Select one or more cells with the data type, and the Add Column button will appear. Click that button, and then click a field name to extract more information.

How do I plot live data in Excel? ›

Charting Real Time Data in Excel
  1. Install Python and PyXLL.
  2. Write a Python function to get the real time data and put it into an Excel sheet.
  3. Write VBA event code to process that data into a table.
  4. Write an array formula to fetch the latest 30 data points.
  5. Create a chart to plot the data from 4.
May 8, 2020

How do I import data into Excel Online? ›

Excel can import data from external data sources including other files, databases, or web pages.
  1. Click the Data tab on the Ribbon..
  2. Click the Get Data button. ...
  3. Select From File.
  4. Select From Text/CSV. ...
  5. Select the file you want to import.
  6. Click Import. ...
  7. Verify the preview looks correct. ...
  8. Click Load.

What is the purpose of live data? ›

LiveData in an app's architecture

Use LiveData to communicate between these lifecycle owners and other objects with a different lifespan, such as ViewModel objects. The main responsibility of the ViewModel is to load and manage UI-related data, which makes it a great candidate for holding LiveData objects.

How does live Excel work? ›

Click “Share,” then give permission to share with all participants. Once you've shared the Excel file, all participants in the meeting can edit it. You can lead the meeting while clicking through the workbook. Participants can follow along or browse the workbook's sheets at their own pace.

How do I create a live database in Excel? ›

How to Create a Database in Excel
  1. Step 1: Set up a data spreadsheet framework. Open an Excel spreadsheet, place your cursor in the A1 cell, and type in your database title. ...
  2. Step 2: Add or import data. ...
  3. Step 3: Convert your data into a table. ...
  4. Step 4: Format the table. ...
  5. Step 5: Save your database spreadsheet.
Apr 2, 2024

Can you link real time data to Excel? ›

When you have to create a workbook that includes data that is updated in real time, for example, financial data or scientific data, you can now use the RTD worksheet function. In earlier versions of Excel, Dynamic Data Exchange (DDE) is used for that purpose.

Can you put a live date in Excel? ›

Insert a date or time whose value is updated

In a worksheet, the most common way to return a dynamic date or time in a cell is by using a worksheet function. To insert the current date or time so that it is updatable, use the TODAY and NOW functions, as shown in the following example.

How to pull data from internet into Excel? ›

Step 1: Create a new Workbook. Step 2: On the home screen, select New, and search for 'Power Query' in the search bar. Step 3: Open the Power Query tutorial and press Create. Step 4: Click on Data > Get & Transform > From Web.

Can I put live exchange rate in Excel? ›

There is an easier way, you can use the Excel Price Feed Add-in to automatically retrieve live exchange rates into Excel cells. You set up the formula once and then each time you refresh your spreadsheet the latest live exchange rates are retrieved and the rate in the cell is updated.

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