1. Overview
  2. Integration Guide
  3. Spreadsheets
  4. Microsoft Excel (Personal OneDrive)

Microsoft Excel (Personal OneDrive)

This guide walks you through using a Microsoft Excel workbook stored in Personal OneDrive (a consumer Microsoft account such as outlook.com, hotmail.com, or live.com) as a data source in Yurbi.

Unlike the Google Sheets integration, Personal OneDrive does not offer a usable API path. Microsoft's Excel Workbook APIs (Microsoft Graph) are not supported on consumer OneDrive accounts — they are only available for OneDrive for Business and SharePoint Online. Because of this, the integration for Personal OneDrive uses Yurbi's built-in Excel/CSV import with a manual refresh workflow rather than a scheduled API fetch.

If you need automated, scheduled fetches from an Excel file, see our Microsoft Excel (OneDrive for Business / SharePoint via OAuth2) guide instead, which requires a Microsoft 365 Business subscription.

Part 1. Get Your Excel File Onto a Machine Yurbi Can Read

Yurbi imports Excel files from your local machine (or the machine you're running the browser from). There are two ways to get a OneDrive file there.

Option A. OneDrive Desktop Sync (Recommended)

The OneDrive desktop client keeps a local copy of your OneDrive files automatically synced to your computer. This is the easiest path because you never have to manually download the file again — every edit you save in Excel syncs back to OneDrive, and the local copy is always current.

  1. Install the OneDrive client:

  1. Locate your synced folder:

  • Windows: C:\Users\<yourname>\OneDrive\

  • macOS: ~/OneDrive/ or /Users/<yourname>/OneDrive/

  1. Confirm your workbook is in the synced folder:

  • Open File Explorer (Windows) or Finder (macOS) and navigate to your OneDrive folder.

  • Verify you can see your .xlsx file there.

  • Make sure the file has a green checkmark icon (synced) and not a cloud icon (online-only). If it's online-only, right-click and select Always keep on this device.

Option B. Manual Download from OneDrive Web

Use this option if you can't install the desktop client (for example, on a server that doesn't run the OneDrive sync client, or if you only refresh occasionally).

  1. Sign in to OneDrive on the web:

  1. Locate your Excel workbook in the OneDrive file browser.

  2. Download the file:

  • Right-click the .xlsx file and select Download.

  • Save it to a permanent folder on your computer — not your Downloads folder. A folder like C:\Yurbi Templates\ or ~/Documents/Yurbi Templates/ works well. You'll re-use this same location every time you refresh.

Part 2. Prepare Your Workbook

A clean, well-structured workbook saves significant time during import and prevents reporting headaches later. Apply these rules before your first import:

  • Clean structure: Row 1 = column headers, row 2+ = data. No title rows, summary rows, or merged cells.

  • Set data types in Excel: Format date columns as Date, numeric columns as Number/Currency, leave text columns as General. This saves significant cleanup later.

  • Friendly names: Rename worksheets from Sheet1, Sheet2 to descriptive names like Sales or Customers. Use underscores instead of spaces in column headers where possible.

  • No extra information: No blank columns, no totals or footer rows at the bottom of the data, no notes or metadata above the headers. Raw data only.

  • Multi-sheet workbooks are supported: Each worksheet becomes a separate table in the resulting app, and you can join them later when building your semantic layer.

Part 3. Import the File Into Yurbi

This follows the standard Excel/CSV import flow.

  1. Log in as an Admin and navigate to Settings → Integrations → Active Integrations → Create App.

  2. Select Excel/CSV as the app type.

  3. Fill in the app details:

  • App Name: A friendly name users will see in the Library (e.g., Personal OneDrive — Q4 Financials).

  • Description: Optional. Helpful to note the source location so future admins know it came from OneDrive.

  • File: Browse to the .xlsx file from your synced OneDrive folder (Option A) or your template folder (Option B).

  • First row contains headers: Leave enabled.

  1. Upload the file. Yurbi will display a preview with the detected data types per column.

  2. Verify data types in the preview. Click each column header to confirm the type (datetime, real number, string, etc.). Cancel and fix the source workbook if anything is wrong — it's faster than correcting it on every import.

  3. Process the import. The green success message confirms the app has been created.

  4. Grant yourself access: Saving the app does not automatically grant access. Go to Settings → Security → Apps, find the new app, click Edit, and assign yourself the App Builder role. Save and refresh.

Part 4. Refreshing the Data

Personal OneDrive integration does not support scheduled automatic fetches. Refreshes are manual.

With OneDrive Desktop Sync (Option A)

  1. Open the workbook from your local OneDrive folder, make your edits, and save. The OneDrive client syncs the changes back to the cloud automatically.

  2. In Yurbi, go to Architect, find your app, and select Update from the Actions menu.

  3. Re-upload the same workbook file from your local OneDrive folder. Yurbi will refresh the data.

Without Desktop Sync (Option B)

  1. Edit the workbook in Excel Online (via the OneDrive web interface) or download, edit locally, and re-upload to OneDrive.

  2. Download the latest version of the file from OneDrive Web to your local template folder, overwriting the previous version.

  3. In Yurbi, go to Architect, find your app, and select Update from the Actions menu.

  4. Upload the freshly downloaded file.

Important: Keep the file name, worksheet names, and column headers identical across refreshes. Changing any of those after the first import can break reports built on the original structure. Adding new columns is safe.

What This Approach Cannot Do

Compared with the Google Sheets API integration (or the upcoming OneDrive for Business OAuth2 integration), the Personal OneDrive workflow has these limitations:

  • No scheduled automatic fetches. Refreshes are manual; you cannot schedule Yurbi to pull from OneDrive every hour, day, or week.

  • No real-time queries. Yurbi queries its own copy of the data, not the live workbook in OneDrive.

  • Multi-user editing coordination. If multiple people edit the workbook in OneDrive, you'll need a process to decide who refreshes Yurbi and when, so partial edits don't get imported.

  • Manual sync overhead. Someone has to remember to run the refresh. This is fine for monthly or weekly cadences; it gets painful at daily or higher frequencies.

When to Upgrade to OneDrive for Business

If the manual refresh becomes a burden, or if your workflow really requires scheduled, hands-off updates, the practical fix is to move the workbook to OneDrive for Business or SharePoint Online. This requires a paid Microsoft 365 Business subscription (Business Basic, around $6/user/month, is the cheapest tier that includes OneDrive for Business).

Once the workbook is on a business plan, the Microsoft Graph Excel Workbook APIs become available, and Yurbi can connect via OAuth2 and run scheduled fetches similar to the Google Sheets integration.

See our Microsoft Excel (OneDrive for Business / SharePoint via OAuth2) guide for the full setup.

Summary

Capability

Personal OneDrive

OneDrive for Business (OAuth2)

Google Sheets (Public API)

Subscription required

Free MS account

M365 Business

Free Google account

Scheduled auto-fetch

No (manual)

Yes

Yes

Real-time data

No

Yes

Yes

Setup complexity

Low

Medium

Low

Best for

One-off / low-frequency datasets

Production, scheduled refreshes

Production, scheduled refreshes