---
title: "Project data in Excel that stays up to date"
description: "Load tasks, milestones and assignments into Excel from a read-only OData feed and refresh them in one click, with no CSV to download each time."
url: https://planitude.app/integrations/excel
language: en
---

# Project data in Excel that stays up to date

Load tasks, milestones and assignments into Excel from a read-only OData feed and refresh them in one click, with no CSV to download each time.

Available · Free, included in every account · Files

## Live data in Power BI and Excel

An OData feed in read-only mode: Power BI and Excel load your plans as tables and refresh them when you want, with no file to export.

### Where it helps

- A portfolio dashboard with progress, delays and milestones of every project.
- Weekly status in Excel, updated with one click.
- Work per person, combined with timesheets or budget data.

### What travels where

**From Planitude to Microsoft Excel**

- Projects with dates, progress, variance and task counts → Projects table
- Tasks with WBS, dates, durations, progress, critical path and baseline → Tasks table
- Milestones with date, baseline date and variance → Milestones table
- Dependencies FS, SS, FF and SF with lag → Dependencies table
- Assigned people and work per task → Resources and Assignments tables

## Connect it in three steps

1. **Copy the feed URL**: In the project, open Export › Power BI / Excel: copy the URL of the project or of every project you can see in the workspace.
2. **Create a read-only key**: One click creates a personal key that can only read, limited to the workspace and valid for one year. It is shown once: you can revoke it in Profile › API keys.
3. **Connect and refresh**: In Power BI choose Get data › OData feed, in Excel Data › Get Data › From Other Sources › From OData Feed. Paste the URL, choose Basic with the key as password, select the tables and load them.

## Requirements

- **Plan**: Free. Every integration is included in every Planitude account.
- **Who can connect it**: Anyone with access to the project: the feed shows only what that person can see.
- **What you need**: Power BI Desktop or the Power BI service, or Excel for Windows or Mac with Get Data.

## Good to know

- Read-only: no report can change the plan.
- You only see the projects you can open in Planitude; a key limited to a workspace cannot read the others.
- Filters, sorting and paging are applied by the feed: Power BI and Excel load only what they ask for.

## Guides and documentation

- [OData feed: address, tables and options](https://planitude.app/developers#odata): Authentication, the six tables, $select, $filter, $orderby, paging and limits.

## Frequently asked questions about Microsoft Excel

### Does the data refresh on its own?

The data follows the plan every time you refresh. In Excel you can refresh on open or at intervals; in the Power BI service you can schedule refreshes with the same key.

### Can I use the feed with other tools?

Yes. It is a standard OData v4 feed, with its $metadata: any client that reads OData can use it. The technical details are in the developer documentation.

### Do the integrations cost anything?

No. Every integration is included in Planitude, which is free. You only need your own access to the other tool (for example a Jira, Slack or Microsoft 365 account) under its own terms.

## Related integrations

- [Microsoft Power BI](https://planitude.app/integrations/power-bi): Live OData feed for reports and dashboards.
- [Microsoft Project](https://planitude.app/integrations/ms-project): Import .mpp, .mpt, .mpx and XML files; export to Microsoft Project XML.
- [Primavera P6](https://planitude.app/integrations/primavera): Import Primavera P6 .xer and .pmxml files.
- [Export](https://planitude.app/integrations/export): Microsoft Project XML, CSV, PNG and PDF.

## Connect Microsoft Excel to Planitude

Create a free account, open a project and choose Integrations from the ⋯ menu. It takes two minutes.

[Create a free account](https://planitude.app/signup)

*The trademarks mentioned (Jira, Azure DevOps, Slack, Telegram, Microsoft Teams, Microsoft Outlook, Microsoft PowerPoint, Microsoft Project, Microsoft Power BI, Microsoft Excel, Visual Studio Code, Google Calendar, Gemini, Apple Calendar, ChatGPT, Codex, Claude, Cursor, Zapier, Make, n8n, Primavera) belong to their respective owners; Planitude is not affiliated with or endorsed by them. Power BI and Excel are trademarks of Microsoft Corporation. Planitude is not affiliated with Microsoft.*