Cloud Integration Guide

Syncing Microsoft 365
Excel in Real-Time

Learn how to turn any M365 Excel workbook into a high-performance data source for your AxiomBI dashboards using our cloud-to-cloud connector.

How it works

AxiomBI authenticates with your Microsoft Graph API to securely poll changes from your Excel files. No need for complex Power Automate flows or manual exports.

  • Direct Graph API integration
  • Sub-second change detection
  • Table range auto-discovery
  • Secure OAuth2 handshaking

Encrypted Link

Tokens are stored in the Axiom Vault, rotated automatically every 30 days for maximum security.

The Setup Process

1

Authenticate

Link your work or school Microsoft account via our secure portal.

2

Pick File

Select the specific .xlsx file from your OneDrive or SharePoint.

3

Define Range

Choose the table or worksheet range you want to visualize.

Scale with Pro

The Axiom Pro tier enables multi-sheet syncing and cross-workbook joining, allowing you to build complex financial models that update in real-time.

Upgrade to Pro

Your data stays your data.

AxiomBI acts as a secure lens, never storing your raw M365 files. We only process the live data points for visualization.

Start Syncing Excel
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