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As soon as you choose the Workbook, the associated Sheets will be displayed in the Sheet dropdown menu. Select a connection, and choose a Workbook. If you are choosing KPI, provide a metric, starting value, and target value. Ally.io will prompt you to create a new connection only if there are no connections created or shared.Ĭhoose the method using which you want to measure the progress - percent complete or KPI (success metric). If you have already created a connection, or if your administrator has shared a connection with you, that connection will be selected automatically. From the drop down menu, select Excel Online. While creating or editing an OKR, click on Connect data source to auto-update progress. Once you have configured the connection, the next step is to start linking OKRs to the Excel sheets. You can differentiate these connections using names, and the names will be displayed to other users when they link their OKRs with Excel Online data.Ĭonnecting the Excel Online connection to an OKR Select New Connection to fetch data from another sheet. You can edit the saved connection at any time.Īlly.io allows you to connect with multiple Excel sheets. Click on Next to get up and running with this integration. It is optional to share this connection with other users in the organization.
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Select New Connection, and sign into your Excel account. This integration can also be disabled from the same section by clicking on Change, and choosing Disable integration from the dropdown.Īfter enabling the integration, the first step is to configure an Excel Online connection. If a connection has been made previously or if the integration has been enabled already, you will have the option to Manage the enabled integration. Ally.io will automatically sync the values for you and chart your progress toward the goal, thus saving time while keeping your OKRs current.Īdmins can enable this integration, and here’s how it can be done:įrom the sidebar, click on Admin > select the Integrations tab.Īgainst Excel Online, you will have an option to Enable the integration.
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You can save yourself from the hassle of switching back and forth between your sheets and Ally.io to update the progress. When you link this objective to the corresponding Sheet in Excel Online, the status of your OKR will be updated automatically as the cell value changes. Let’s say you use Excel Online to keep tabs on the revenue generated by the Sales team, and you have an objective in Ally.io for achieving $3M ARR for a quarter. Ally’s Excel Online integration allows you to update your OKR progress automatically depending on the value of specific cells of Excel Sheets.