Product
Microsoft Excel
About
Microsoft Excel is Microsoft's spreadsheet application for organizing, calculating, analyzing and charting data on Windows, Mac, web, iOS and Android. It adds Copilot-assisted formulas and analysis, shared workbooks with real-time co-authoring, and a template library. AEC teams use it as the working surface for estimates, quantity roll-ups, budgets and cross-project reports, often fed live by add-ins and connectors. Workbooks are programmable through the Office JavaScript API for add-ins and the Microsoft Graph Excel REST API.
How teams use it
By audience
- Estimator
- Estimators keep their pricing workbook in Excel and pull live takeoff measurements and item quantities into linked cells instead of re-keying CSV exports.
- Estimators roll quantities into bills of materials, bid summaries and proposal sheets that recalculate when the takeoff changes.
- Estimators import and export estimate and budget line items between Excel and preconstruction cost platforms.
- Project Manager
- Project managers build cross-project dashboards in Excel from task, punch and inspection data exported or queried from field platforms.
- Project managers maintain lightweight schedules and timesheets in Excel and import them into scheduling, PSA and progress-tracking tools.
- Project managers refresh live connections to project systems so status reports stop depending on repeated manual exports.
By phase
- Pre-Construction
- Teams price takeoff quantities, build bid summaries and produce bills of materials in estimating workbooks.
- Teams move estimate and budget data in and out of preconstruction cost tools for analysis and what-if comparisons.
- Construction
- Teams track tasks, punch items and inspections across projects in Excel dashboards fed from field software.
- Teams keep schedule exports and model schedule data in Excel and compare planned against actual progress.
Integrations (18)
| Integrates with | Connection | Details |
|---|---|---|
 | NativeAppSheet Excel (Office 365 / SharePoint) data source | |
 | NativeRevit Export Schedules → CSV/delimited (Excel) | |
 | Native2 types of dataBuilt-in Excel import/export | |
| NativeBluebeam Revu Quantity Link → Microsoft Excel | ||
 | NativeClaude for Excel add-in | |
 | Native1 type of dataEHS Insight Business Intelligence (BI) Connector | |
 | Native1 type of dataFieldwire tasks → Microsoft Excel cross-project dashboard | |
 | Native1 type of data | |
| iPaaSKroo data connector for Microsoft Excel | ||
 | NativeLooker-Excel Connector | |
 | NativeExcel Data Connector add-in | |
 | Native1 type of dataOpenSpace Track schedule import | |
 | iPaaSExcel Online (Business) connector for Power Automate | |
| NativeExcel export of takeoff quantities and Excel import of price books | ||
 | NativeExcel export of the measurement report | |
 | Native1 type of dataVena for Excel | |
 | NativeVIKTOR worker "excel" + viktor.external.excel |
| Integrates with | Connection | Details |
|---|---|---|
| 1 type of dataSTACK for Excel — Velixo NX Excel add-in (Microsoft Store) |
44 more pairs reachable via connectors
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