Teamwork Desk is a sophisticated and comprehensive cloud-based platform. For many, the built-in reports and analysis that Teamwork Desk offers is enough for our day-to-day needs. However, if you need something a little more customized, you need to aggregate your data over multiple Teamwork Desk accounts, or you need to cross-reference your Teamwork Desk data with other cloud services, then you’re going to have to build it yourself. And what better way than using the tool you’re already familiar with - Microsoft Excel.
In this article, I’ll take you through the steps to connect Excel to your Teamwork Desk data, and get started customizing the reports you need.
First - grab your SyncHub Credentials
If you don’t already have a SyncHub account, you can grab a free trial here - go on, I’ll wait - it only takes a minute and you can cancel as soon as you’ve finished this tutorial if you like.
Ready? Now, a quick reminder - SyncHub works by staging your Teamwork Desk data in a relational database. This gives us a huge advantage over other connectors which query the Teamwork Desk API directly, but I won’t go in to them here. The point is, once you have connected your Teamwork Desk account, querying from Excel is trivial as you are just using its native SQL Server Connector.
So, once you’re connected, go to your SyncHub Dashboard and grab your new database credentials - you'll need them below.
Reading your Teamwork Desk data from Microsoft Excel
We now just need to tell Excel where to find your data. Select a new SQL Server connection from the Data ribbon:
When prompted, enter the Server and Database that SyncHub provided in the first step above:
Next - and this is the part that trips most people up - switch to the Database credentials tab (highlighted by the arrow below), then enter the username and password provided to you by SyncHub in the step above:
Don’t worry about which level to apply the settings to - database or server - it does not matter to SyncHub.
Troubleshooting
This is the point where you are most likely to run into issues - your login won’t be accepted. After triple-checking that you have used the correct server/database/username/password, the most common resolutions we see are:
- try opening Excel in Administrator mode
- if you are in an office, perhaps you have some firewall restrictions?
All going well, Excel will now present you with the list of tables from Teamwork Desk, so simply select the data that you’d like to report on. Excel keeps things really simple by adding each “table” from SyncHub as a new tab.
Keeping your data up-to-date
SyncHub updates it’s staged data from Teamwork Desk in near-realtime, but unfortunately Excel does not have a similar feature. But not to worry - the solution isn’t too onerous. Every time you want to refresh your data, simply click the (appropriately named) Refresh button in your Ribbon:
Beyond Teamwork Desk
Teamwork Desk-specific reports are essential, but the true power of SyncHub comes when you augment your Teamwork Desk data with additional information:
- SyncHub allows you to pull in data from multiple Teamwork Desk accounts, and compare/report/aggregate from within the same report. See this blog article for details on aggregating your Teamwork Desk data.
- Most businesses use multiple cloud platforms. SyncHub provides connectors to a wide range of popular cloud platforms. Imagine the insights you could gather by consolidating this information into a single dashboard (or see this case study for real-world examples).
So what are you waiting for? Grab a free trial of SyncHub here and see what you can do. In ten minutes from now, you could be reporting against your Teamwork Desk data and taking your first steps towards a data-driven business.