Excel Integration

Integrate Charles river with Excel

Jump to

    Integration Methods for Charles River with Excel

    Integrating Charles River with Excel can be accomplished in several effective ways. Each method leverages the capabilities of Excel to enhance data manipulation and analysis, providing users with real-time data, dynamic reports, and automated processes. Understanding these methods will enable users to optimize their workflow and harness the full potential of both Charles River and Excel.

    Utilizing APIs

    Integrating APIs into Excel is a cornerstone for accessing real-time data directly from Charles River. This integration not only enables users to access data from various sources within the Charles River platform but also allows for the combination of this data with other sources for comprehensive analysis. The automation of data updates, refreshes, and retrieval through APIs enhances Excel's functionality significantly, making it an essential method for integration.

    Exporting Data Files

    Charles River provides product content in .CSV format, which can be easily exported and then imported into Excel. This method is particularly useful for users who require periodic updates, as data feeds are updated three times daily. By exporting these .CSV files and importing them into Excel, users can perform data analysis and create dynamic reports and dashboards without the need for real-time updates.

    Accessing Digital Assets

    Charles River offers a Digital Asset Hub with tutorials that assist users in integrating Excel with Charles River. By leveraging the provided tutorials, users can learn how to integrate a zip file of product images, access a list of promotional products, and utilize marketing tools and brand assets, thereby enhancing the functionality of their Excel workbooks with rich content and visuals.

    Collaboration with IT Staff

    For businesses seeking a tailored integration, Charles River is prepared to work directly with a company's IT staff. This collaboration ensures that the integration of Excel and Charles River is optimized for the specific needs of the business, allowing for a seamless and efficient workflow that takes advantage of both platforms' strengths.

    Sourcetable Integration

    Integrating Charles River with Sourcetable

    Integrating Charles River with Sourcetable instead of using Excel offers numerous benefits. Sourcetable allows users to sync live data from a variety of apps and databases seamlessly. This integration facilitates real-time data updates, ensuring that the most current information is always at your fingertips. Unlike Excel, which requires manual updates or complex scripts for live data feeds, Sourcetable simplifies the process, saving time and reducing errors.

    Sourcetable's spreadsheet interface is user-friendly and familiar to those accustomed to Excel, but it's designed for enhanced automation and business intelligence. With Sourcetable, users can automatically pull data from multiple sources, which streamlines workflows and improves productivity. This automatic aggregation of data is particularly beneficial for Charles River users who manage large and complex datasets, providing a more efficient way to query and analyze data for informed decision-making.

    Common Use Cases

    • C
      Excel Integration
      Automating and streamlining primary issuance workflows with S&P Global Market Intelligence data
    • C
      Excel Integration
      Consolidating analytics and risk management by integrating with Qontigo and Axioma
    • C
      Excel Integration
      Simplifying portfolio accounting and administration through integration with FundGuard
    • C
      Excel Integration
      Enhancing investment research and market data accessibility by incorporating FactSet
    • C
      Excel Integration
      Facilitating bond issuance and fixed income workflow management with DIrectbooks

    Frequently Asked Questions

    What is VBA and how is it used with Charles River and Excel?

    VBA, which stands for Visual Basic for Applications, is a programming language that can be used to integrate Charles River with Excel. It is commonly utilized to automate and optimize the cash management process for investments by importing data from Charles River into Excel.

    Can I export data from Charles River to Excel?

    Yes, Charles River can be integrated with Excel by exporting data using the Export As feature, which allows users to download training records or report data in formats including CSV (Comma Separated Value) and XLS (Microsoft Excel Spreadsheet).

    Where is the Export As feature located in Charles River?

    The Export As feature is located at the bottom of the display/report screen in the Charles River system.

    What are the format options available when exporting data from Charles River to Excel?

    When exporting data from Charles River using the Export As feature, the available formats are CSV, XLS, and PDF (Portable Document File). Additionally, the exported file can be formatted in either portrait or landscape orientation.

    Does internet connection affect exporting data from Charles River to Excel?

    Yes, the process of downloading and exporting training records or report data is impacted by internet connection bandwidth. A minimum of 512 kbps of bandwidth is required for video or audio, and loading and performance of media and elearning activities can be impacted by bandwidth.


    In conclusion, integrating Charles River with Excel streamlines your data management processes, saving significant time and effort by automating data exportation and manipulation tasks. By harnessing the power of over 30 available connectors, including for major advertising platforms and Google Analytics, users can seamlessly incorporate varied data sources, avoid data sampling, and benefit from unique metrics like the historical quality score. To ensure optimal performance and functionality, it is crucial for Excel users to utilize APIs effectively for real-time data access, dynamic reporting, and systematic updates, while also managing errors and monitoring API usage. However, if you're seeking a more straightforward solution without the complexities of integration, consider using Sourcetable. Sign up for Sourcetable to get started and experience a seamless data management journey.

    Connect your Charles river Data

    Analyze data, automate reports and create live dashboards
    for all your business applications, without code. Get unlimited access free for 14 days.