Microsoft Excel Configuration Guide

Connect Microsoft Excel directly to Lytx fleet data using Power Query. Access real-time metrics, create dynamic reports, and automate data refreshes without manual exports.

Pre-requisites

  • Microsoft Excel 2016 or later (Desktop Edition)
  • Lytx Data Connector credentials

Configuration Guide

  1. Under the Data ribbon tab, select Get Data.
  2. Under From Other Sources, select OData Feed.
  3. Select the Basic radio button.
  4. Enter the connector URL:
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    https://api.lytx.com/data/v1/odata
  5. When prompted for authentication, select Basic from the left navigation menu.
  6. Enter your credentials:
    • Username: DB_NAME/Your_Connector_Username
    • Password: Your_Connector_Password
  7. Select which level to apply these settings to: do not modify this
  8. Click Connect to view the available data resources.
  9. From the Data Navigator, select all the relevant tables and resources that you would like to import
  10. Click Load to import the data as-is, or press Transform Data to transform and alter the data before loading it into the Excel data model.