Skip to content

Last updated

Spreadsheets and files · data connector

Automated Excel File reports, delivered on schedule

Upload an Excel workbook to Rahoto, or give it an https link to one. Rahoto reads one sheet, the first unless you name another; by default the first row names the columns. Workbooks up to 20 MB are accepted.

Connect Excel File Read connection guidance

What Rahoto reads

One sheet of your workbook

Columns and types are read from the sheet itself, with the first row naming the columns unless you say otherwise.

How you connect

What you need before connecting

Sign-in
  • Upload the file
  • An https link to the file
You provide
  • An https link to the file, instead of an upload (optional)
  • The sheet to read (optional)
Defaults
  • Source: a file you upload
  • Header row: the first row names the columns

Connectors read from your sources and are read-only by default. See the connection guidance for the steps.

How it refreshes

Refreshed on your schedule

Refresh mode: Snapshot.

  • On each scheduled run Rahoto takes a fresh snapshot of the data and rebuilds the report from it.
  • A linked file is checked on each run and read again only when it has changed.
  • You can preview the data before you bind it to the page.
  • Before an issue goes out, Rahoto checks the pages and notices when a source changed shape.

Where the report goes

Delivered where your readers already work

Slack
thread or channel
Teams
channel post
Email
inline or attached
Web
viewer or embed
Webhook
your endpoint
S3
bucket drop
Drive
shared folder
SFTP
your server

Web publishing is on every plan; the other seven channels come with every paid plan. PDF, PowerPoint and PNG travel on any of them.

An example report

Monthly report from a shared sheet

On the date the sheet is due each month, built from Excel File.

  1. A cover with the month
  2. Headline figures from named columns of the sheet
  3. A chart for each part of the sheet that matters to the reader
  4. A table of the rows the reader needs to see
  5. A page of notes

The structure of a report, with no figures shown. You design the pages; Rahoto binds them to the data and sends them on schedule. See finished examples in the sample gallery.

Connect Excel File and set the schedule

Bind it into the document, check a run, and choose where it goes.

Start 14-day trial Read connection guidance