Skip to main content

Get Started with the Astrato Excel Add-in

The Astrato Excel Add-in lets you connect Excel to Astrato semantic layers, create reusable datasets, and consume those datasets in worksheet formulas.

Use this help as a quick guide for day-to-day work:

Main Concepts

Connection
A saved Astrato URL, tenant ID, and personal access token. Connections are stored in your Office user settings, not in the workbook.

Semantic layer
The Astrato data model used by a dataset. It provides dimensions, measures, and fields.

Dataset
A reusable query definition stored in the workbook. A dataset has a name, one connection, one semantic layer, and a selection of dimensions, measures, filters, and other settings.

Variable
A named value that points to an Excel cell or range. Variables are useful when you want workbook cells to drive dataset filters or settings.

Parameter
A named value used to override a semantic layer measure parameter for one formula call.

Cache
Dataset results are cached in the workbook. Cached data can be used even when the add-in is offline or another user opens the workbook without your connection.

Did this answer your question?