Visualize Your Data in Customizable Dashboards with Tableau and Excel


Visualize Your Data in Customizable Dashboards with Tableau and Excel

Wouldn’t it be so much easier to connect your business analytics and data visualization tools? No more scrambling around to update various spreadsheets or project tools with data pulled from other apps?

With Smartsheet, now you can do just that. The new Smartsheet Live Data Connector links Smartsheet and third-party apps like Tableau, Excel, Qlik Sense, QlikView, and others, allowing you to deliver powerful data visibility and insights via the tools you already use.

The new functionality uses industry-standard ODBC technology to pass Smartsheet data in real time to other apps, seamlessly visualizing your work in charts, graphs, dashboards, and more. You can pull data from multiple sheets into a single report, combining information from across the enterprise -- from Smartsheet and other analytics apps -- and visualize it all in a single dashboard. 

Here are two ways to use the Live Data Connector to visualize Smartsheet data in Tableau or Excel: 

Deliver Powerful Analysis and Reports in Tableau

You and your team can discover powerful visualizations, analysis, and insight by integrating Smartsheet data into Tableau. The Live Data Connector establishes a real-time link between Smartsheet and Tableau, allowing you to create complex visualizations that you can share across the entire organization. Easily track everything from sales territories to personnel start dates to sales quotas in a single visual. 

Make a Customized Dashboard in Excel 

With the Live Data Connector, you can bring data from Smartsheet into Excel to pivot and summarize. You have the power to choose exactly how you want to visualize your data, thanks to dozens of chart and graph options in Excel. As data is updated in Smartsheet, your Excel dashboard will also be updated to reflect the latest information. 

From the Mad Scramble to Meaningful Analysis

One Fortune 100 company uses the Live Data Connector to centralize its data and conduct meaningful analysis. A business review team creates data visualizations to measure the health and costs of 40 different employee services. 

Before Smartsheet, the team used to work with various analysts around the company to update more than 15 spreadsheets. “It was always a mad scramble to get this data collected after a quarter ended,” said the program manager. “We would spend more time tracking and managing versions of the spreadsheets and extracting data than doing meaningful analysis.”

Now, they use Smartsheet as the data collection repository, with analysts simply updating a row or two each month. Data flows immediately from Smartsheet into Tableau, ensuring the visualizations are always up to date and available. 

Leverage the Power of Dashboards 

The Live Data Connector lets you picture your work in the dashboard you want, using the apps you already use. 

“This new live connection will help Smartsheet users get more out of their data,” said Francois Ajenstat, Vice President, Product Management at Tableau. “The ability to quickly and seamlessly visualize Smartsheet data in Tableau will let people see and understand their data in entirely new ways.”

Only licensed users on Enterprise plans will have access to the Smartsheet Live Data Connector, which will be automatically included in their subscription. For more information, please visit our Help Center article. To download the Live Data Connector, visit

See More Ways Smartsheet Helps You Picture Your Work



Please assist with the download of this software. I noticed this option is only available for enterprise customers, please confirm that I will not be able to use this add-on for the Excel integration. Thank you.


Emily Esposito's picture
Hi Corey -- Here is a page with full instructions on downloading the live data connector: You are correct -- you must have a Smartsheet Enterprise plan and a user license to download it. If you do have an Enterprise plan, you can connect to Excel. Best, Emily

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