Stream your data into Microsoft Excel using ExtendInsights. If you're working on the Excel file on your own be sure to create any pivot tables, charts, etc., on a separate worksheet to prevent expanding tables from overwriting them. If you're building dashboards to share with others (or even if you're the only one doing the analysis) we recommend that you don't perform any analysis in the source to prevent it from being corrupted and instead connect to it via Excel Power Query.
Perform your analysis by saving the source file on OneDrive for Business or SharePoint and connecting to the source file using Excel Power Query or Power BI
This ensures that your source file will not be open while CloudExtend is writing scheduled saved searches to it
This ensures that all your formulas, pivot tables, etc., in your analysis file will remain intact
Queries defined in your analysis file can also be set so that the data is refreshed from the Source File each time the file is opened, or even put on their own schedule