XlMicrosoft Excel + Klayara
Upload Excel, get dashboards. Drag an Excel workbook into Klayara and chart it in minutes. Re-upload and the dashboards update in place — no rebuilding.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Microsoft Excel data, readable by everyone who should see it.
- Monthly management accounts as trends
- Exports from legacy systems made readable
- Spreadsheets joined to live database tables
- Downloads back to Excel, permissions applied
- Connect — connect your Microsoft Excel account and choose what to bring in.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Microsoft Excel and build your first dashboards as part of onboarding. About the service.
What teams build on Microsoft Excel.
Management accounts
The monthly accounts workbook as trends you can click into.
Sales by region
Exports from your sales system, combined across months.
Budget workbook
Budget against actual, by line and month.
Price and stock lists
Supplier price files and stock counts in one view.
Connect these alongside Microsoft Excel.
Microsoft Excel questions, answered.
Something else on your mind? Ask us directly — a person answers.
How does Klayara connect to Excel?
You connect your Excel account once; Klayara then brings your Excel data in on a schedule you choose, ready to chart alongside your other sources.
Can we combine Excel data with our database?
Yes — that is the point. Relate Excel rows to your own tables once (by customer, order or date) and build charts that draw on both.
How fresh is Excel data in Klayara?
As fresh as your schedule — hourly, nightly or on demand. Every dashboard shows when its data was last updated.
What does Klayara cost for a team moving off Excel reports?
Klayara is priced per user with published prices: Viewers from $10 and Builders from $20 per user a month, billed yearly, with no minimum number of users. Viewers open dashboards, filter, download and ask questions; Builders build. Enterprise is one yearly platform fee covering the seats in your contract.
Can Klayara AI help when we upload a workbook?
Yes, on Growth and Enterprise. It suggests the column mapping and clean-up steps for an imported file and finds which columns link it to your other tables, so relationships set themselves up for you to review.
See your Microsoft Excel data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing