Great to see this new functionality! 2 questions:
- Is there a way to preserve formatting in Excel (i.e., to refresh data in a report)
- I cannot see an option to “push” data, only to pull. What am I missing?
Thanks!
Solved
Excel Connector questions
- Wallflower
Best answer by Keiran
Hi Mitch,
I hope you’re well!
- Yes, the formatting should be saved if you set it up in excel first, then pull the data, then save. You should be able to refresh your data.
- Push is not currently available but it is a candidate on the product roadmap. As usual I’d recommend you raise an idea here explaining the case and the priority so the Product Managers can review - this will help them to prioritise. You can do this here: Product ideas | Community (gopigment.com)
I hope this helps!
+11- Employee
- Answer
Hi Mitch,
I hope you’re well!
- Yes, the formatting should be saved if you set it up in excel first, then pull the data, then save. You should be able to refresh your data.
- Push is not currently available but it is a candidate on the product roadmap. As usual I’d recommend you raise an idea here explaining the case and the priority so the Product Managers can review - this will help them to prioritise. You can do this here: Product ideas | Community (gopigment.com)
I hope this helps!
Keiran | Pigment Specialist (Head of Support, EMEA)
+3- Trendsetter
I see that I can keep formatting in excel in terms of borders, colors, etc. but every time the data is pulled the number formatting for cells is replaced. Is there a way to ensure that number formatting is not overwritten every time data is pulled via the connector?
+8- Wallflower
Hi
In case you missed it - now you can push data from Excel to Pigment, making our Excel Add-in fully bi-directional. When you open the Add-in, you’ll be prompted to choose between Push and Pull modes.
For more information:
Thanks,
Sharon
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