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Question

Excel Integration Setup

  • June 16, 2026
  • 0 replies
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Good Morning, 

I was hoping to get some support on setting up and excel/ lucid integration. 

Basically I would like to update one file, that will have multiple months of historic reporting structure. I have “Data Month” date column i would like to use to filter between different months with the hope to refresh the names and connections within the org structure and not force a complete reset of the diagram structure (conditional formatting or features currently in place).

Can you tell me if this is possible to achieve?

 

Thanks!