Excel Integration: A Familiar Interface with Real Power
Work in Excel, stay fully connected to Markviss.
Create and edit metrics, categories, and KPIs; maintain monthly plans and actuals; and sync data without rebuilding your spreadsheets. Period comparisons (MoM & YoY) are supported out of the box.
What You Can Do in Excel
- Create/edit metrics, categories, and KPIs (including chained KPIs)
- Update monthly planned and actual values
- Use period comparisons for MoM & YoY trends
Why Teams Choose Excel
- Familiar interface for Finance & Ops
- No vendor lock-in—export/reimport anytime
- Governed access, auditability in Markviss
How It Works
- Connect with a scoped API key
- Pull structures/values; push updates back
- Rows map one-to-one to metrics—clean and simple
Validation & Quality
- Checks prevent broken references
- No hard-coded values in KPI formulas
- Clear errors before publishing
Security & Control
- Role-based access and scoped tokens
- Audit trail for changes pushed from Excel
- Source of truth remains in Markviss
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