What you can do with Microsoft Excel Online in Sylus
Sylus lets teams report on Excel data alongside CRM, finance, and operations systems. Ask "What is total spend by department in the Budget workbook?" or "How are regional sales tracking against target?" and get an answer or chart that updates when the workbook changes.
How the Microsoft Excel Online integration works
Sylus connects through Microsoft 365 sign-in and the Microsoft Graph API with read-only access to files. It lists your workbooks in OneDrive and SharePoint, reads the worksheets or tables you choose, and keeps rows refreshed for reporting.
Questions you can ask about your Microsoft Excel Online data
Finance
Which departments are over budget in this month’s budget workbook?
How do actual expenses compare to the budget sheet by category?
What does our cash forecast sheet show for the next 90 days?
Which cost centers changed the most compared to last month?
Sales
Which sales reps are behind their targets in the sales tracker?
What are total sales by region in our monthly sales sheet?
Which deals in our pipeline spreadsheet are expected to close this quarter?
How do this month’s sales compare to the targets in our plan?
Operations
Which items in the inventory sheet are below their minimum level?
Which suppliers in our purchase log are delivering late?
What is our stock value by location in the inventory workbook?
Which projects in our tracker are over budget or behind schedule?
Leadership
Compare the targets in our Excel plan with actual revenue from our ERP.
Which KPIs in our tracker moved the most this month?
Turn our monthly KPI sheet into a dashboard.
Send me a weekly summary of the numbers in our KPI workbook.
How to connect Microsoft Excel Online to Sylus
You need access to the workbook in OneDrive or SharePoint.
In Sylus, add Microsoft Excel Online as a data source and sign in with your Microsoft 365 account.
Choose the workbook and the worksheet or table to sync.
Review the detected columns and save the connection.
Tip: format your data as an Excel table for the most reliable sync.
