Connect to Microsoft Excel Using Exponam

This guide provides step-by-step instructions for importing Analytics data from Delta Share directly into Microsoft Excel using the Exponam.Connect add-in.

Using this method allows you to:

• Access your Procore data directly in Excel without manually downloading CSVs.

• Filter and select specific columns before importing, ensuring you only load the data you need.

• Work with large datasets that might otherwise be too slow to process.

• Delta Share Credentials. Access to config.share file containing the Delta Sharing credentials.

• Licensing:

  • Exponam.Connect Free: Limited to importing 100 rows of data.

  • Exponam.Connect Pro: Required for importing larger datasets (up to 1 million+ rows).

1. Install Exponam Add-in

2. Initialize Delta Share Connection

3. Select and Filter Data

4. Import to Excel

1. Download the Exponam.Connect installer for your operating system (Windows or Mac).

2. Run the installer file and follow the on-screen prompts.

3. Once installation is complete, launch Microsoft Excel and open a new workbook.

1. In Microsoft Excel, navigate to the Exponam Pro tab.
   

2. Click Import data.

3. Click the Delta Share icon.
   

4. Locate and select your config.share file.

5. Click Open.

The Exponam interface will now display a list of all available data tables.

1. Click on the name of the table you wish to access.

2. Use the Exponam interface to refine your data before importing to Excel. For example, you can apply filters, select particular columns, and more.
   

1. Review your configuration and row count.
   Note: Make sure that the row count is within your license limit.

2. Click Import to Excel.
   The data will populate in your active Excel worksheet.