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Use GoAutomate with Excel and Power BI

GoAutomate makes it easy to work with your automation data in Microsoft Excel and Power BI. You can create reports, build dashboards, and extract key data—all in a few simple steps.

What You Can Do​

  • Build detailed reports and dashboards
  • Extract and manage key data from your automations

Step 1: Create a Reporting Connector​

First, set up a Reporting Connector. This links your automation runs to Excel and Power BI so they can access your data.

Follow the steps to create a reporting connector here.

Step 2a: Connect to Excel​

Once your connector is set up, you can pull automation data into Excel.

Learn how to extract data into Excel here.

Step 2b: Build Reports & Dashboards in Power BI​

With the connector in place, you're ready to build interactive reports and dashboards in Power BI.

Follow the guide to use Power BI with your automation data here.

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