Skip to main content

One Excel App for Excel: Overview

ExtendInsights Excel Apps | Understand how ExtendInsights combines multiple apps into one Excel experience

Updated over a week ago

ExtendInsights brings multiple Excel capabilities together into one unified Excel add-in, giving you a single place to connect, analyze, automate, and manage data across systems.

Instead of installing and switching between separate Excel apps, ExtendInsights provides a single, streamlined Excel experience that supports analytics, automation, and data management.


Transform Your Excel Experience with ExtendInsights

ExtendInsights turns Excel into a powerful workspace for business analysis and operations. From one Excel add-in, you can:

  • Import data from multiple systems

  • Automate data refreshes and schedules

  • Analyze and report on data directly in Excel

  • Write data back to supported systems (where enabled)

  • Connect Excel workbooks to Power BI or Power Query for advanced reporting

This unified approach helps teams reduce manual work and manage data more efficiently.


What’s Included in the Single Excel Experience?

With ExtendInsights, you use one Excel add-in to access multiple capabilities:

  • Analytics – pull reports and queries from connected systems

  • Data Management – create, update, and manage records (where supported)

  • Scheduling & Automation – keep data refreshed automatically

  • Multi-source connectivity – work with data from multiple platforms in one place

All features are accessed through the same ExtendInsights interface in Excel.


Supported Data Sources

The latest ExtendInsights update supports connecting to multiple data sources, including:

  • NetSuite

  • Salesforce

  • Google Analytics

  • Chargebee

  • HubSpot

  • Stripe

All supported data sources are available within the same ExtendInsights Excel add-in, eliminating the need to install or manage separate Excel apps.


What’s Next?

Ready to start working with your data?

Did this answer your question?