Introducing the Wave Connector for Excel: Transform Columns and Rows Into Insights and Actions

Salesforce
3 min readApr 25, 2015

Today we are excited to announce another new milestone in our strategic partnership with Microsoft — the Salesforce Wave Connector App for Excel. The app is immediately available in the Office Store. With the Wave Connector, you can instantly transform an Excel spreadsheet into interactive graphs, tables, and charts in the Salesforce Analytics Cloud.

We have all used Excel before, whether reviewing financials, building timelines, or even managing a to-do list. Power users create pivot tables, dynamic macros, and multivariable regression analyses, getting big insight from agile spreadsheets. With the Wave Connector for Excel, everyone can be a power user, getting a new perspective by visualizing data.

With the Wave Connector, you can turn spreadsheets with data about lead capture or sales performance into interactive, intuitive visualizations in just a few clicks, letting everyone explore Excel​ data right inside Salesforce.

Just download the new Wave Connector and import any Excel spreadsheet into the Analytics Cloud. It’s time to get a new view of Excel data, and ride the Wave to faster insights and greater productivity.

1) Downloading the Wave Connector is simple.

From desktop Excel or Excel online click the Office App Store, search for Wave, and click install.

2) Transform your excel spreadsheet with a click of a button.

Simply highlight the spreadsheet data you would like to visualize, name your dataset, verify that the Wave Connector has accurately identified your numeric and text values, and click ‘Submit Data’ to upload your data.

3) Now you are in the driver’s seat.

Drill-down to your most profitable data points, anticipate outliers, and capitalize on trends to better manage your business across any dataset. You can even visualize spreadsheets from your mobile device allowing you to derive insights on the go.

4) It’s time to share your insights.

Salesforce Wave has introduced a new way to collaborate around data. Business users can share dashboards and lenses with their colleagues to drive data-driven conversations. And because Wave is natively integrated with Salesforce, you can post directly within Salesforce1, pushing data into the context of where you take action in your business.

5) How will you share the love?

Download the Wave Connector today and share this post with another friend or colleague to transform their spreadsheets​ into decision-making tools.

6) Check out this video to see just how easy it is to use the Wave Connector for Excel.

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