> ## Documentation Index
> Fetch the complete documentation index at: https://beebole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Excel Add-in: Link Sheets to Saved Reports

> Link Excel worksheets to your saved Beebole reports and refresh time tracking, billing, and project data with one click — no manual exports.

The Beebole Excel add-in links worksheets in your Excel workbook to your saved Beebole reports. Instead of exporting files and importing them by hand, you save a report once in Beebole, link a sheet to it, and refresh the data whenever you need the latest figures.

<Info>
  The add-in loads saved reports. Build and save the report you need in Beebole first — its columns, filters, and period all come from the report configuration, not from the add-in.
</Info>

***

## How the add-in works

Each worksheet links to one saved Beebole report. When you refresh, the add-in runs the report in your Beebole account, clears the linked sheet, and writes a header row followed by the report data. The links are stored inside the Excel file, so they travel with the workbook when you share it.

The add-in connects with your Beebole API key — you never enter a password. The key is stored privately on your device and is never saved inside the Excel file.

***

## Installing the add-in

<Steps>
  <Step title="Open Excel's add-in store">
    In Excel, open the Office Add-ins store from the ribbon. You can also find the Beebole add-in on Microsoft AppSource.
  </Step>

  <Step title="Add the Beebole add-in">
    Search for **Beebole** and add it to Excel.
  </Step>

  <Step title="Open the task pane">
    Click the **Beebole Reports** button on the **Home** tab of the ribbon to open the Beebole task pane.
  </Step>
</Steps>

***

## Connecting with your API key

The first time you open the task pane, the add-in asks for your Beebole API key.

<Steps>
  <Step title="Copy your API key from Beebole">
    In Beebole, click the button with your initials at the bottom of the sidebar, then **API Key**. Click **Copy**.
  </Step>

  <Step title="Paste the key into the add-in">
    In the task pane, paste the key into the **API Key** field and click **Connect**.
  </Step>
</Steps>

<Info>
  The API key gives the add-in the same access as your Beebole account: you only see the saved reports — and the data — that your [role and authorizations](/help/documentation/roles-authorisations) allow. The **Reset** button next to your API key in Beebole revokes the current key and generates a new one.
</Info>

***

## Linking a sheet to a report

<Steps>
  <Step title="Open the add-link form">
    In the task pane, click **+ Add link** under **Beebole reports linked**.
  </Step>

  <Step title="Pick a report">
    In the **Add Report Link** form, select one of your saved Beebole reports in the **Report** field.
  </Step>

  <Step title="Pick a sheet">
    Choose an existing sheet in the **Worksheet** field, or type a name in **New sheet name** to create one.
  </Step>

  <Step title="Confirm">
    Click **Add Link**. The link appears in the **Beebole reports linked** table.
  </Step>
</Steps>

To remove a link, click the **✕** button (**Remove link**) next to it in the table. This removes the link only — the sheet and its current data stay in place.

***

## Refreshing your data

In the **Refresh** section of the task pane:

* **Refresh This Sheet** — refreshes the sheet you are currently viewing.
* **Refresh All** — refreshes every linked sheet in the workbook.

The add-in also refreshes automatically: every linked sheet refreshes when you open the task pane, and in Excel versions that support workbook-open events, linked sheets refresh in the background each time you open the file.

<Warning>
  Refreshing clears the linked sheet before writing the new data. Anything you typed into that sheet — formulas, notes, formatting — is removed. Keep your own calculations and charts in separate sheets that reference the linked one.
</Warning>

If a linked report no longer exists in Beebole, the add-in writes an error message to the sheet so you know the link needs updating.

***

## Updating or removing your API key

Click **Update API** at the top of the task pane to open the key settings:

* Paste a new key into **New API Key** and click **Update API Key** to switch accounts or replace a reset key.
* Click **Remove API Key** to delete the saved key from your device. You will need to enter a key again to use the add-in.

***

## Related content

<CardGroup cols={2}>
  <Card title="Reports" icon="chart-line" href="/help/documentation/reports">
    Understand report dimensions, filters, grouping, and columns in Beebole.
  </Card>

  <Card title="Custom Reports" icon="chart-bar" href="/help/documentation/custom-reports">
    Build and save the reports your linked sheets will load.
  </Card>

  <Card title="Google Sheets Add-on" icon="table" href="/help/documentation/gsheets-addon">
    Link Google Sheets to your saved Beebole reports the same way.
  </Card>

  <Card title="Data Exports" icon="download" href="/help/documentation/data-exports">
    Download one-off exports in Excel, CSV, PDF, and other formats.
  </Card>
</CardGroup>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I configure columns and filters inside the add-in?">
    No. The Beebole Excel add-in loads saved reports exactly as they are configured in Beebole. To change the columns, filters, or period of the data in a sheet, edit the saved report in Beebole and refresh the sheet.
  </Accordion>

  <Accordion title="What happens when I share the workbook with someone else?">
    The sheet-to-report links are stored inside the Excel file and travel with it. Your API key does not — it stays on your device. The other person sees the last refreshed data, and to refresh it themselves they connect with their own Beebole API key, which shows only the reports their account can access.
  </Accordion>

  <Accordion title="Does refreshing overwrite my formulas?">
    Yes. A refresh clears the linked sheet completely before writing the report data. Place your own formulas, pivot tables, and charts in separate sheets that reference the linked sheet, so they survive every refresh.
  </Accordion>

  <Accordion title="What happens if the linked report is deleted in Beebole?">
    The add-in writes an error message to the sheet telling you the linked report no longer exists. Remove the link and create a new one pointing to another saved Beebole report.
  </Accordion>
</AccordionGroup>