DatriseAI-first ETL

Excel File to Holistics Integration

AI-first ETL from Excel File into Holistics. Governed entities, incremental sync, typed landing tables.

How Datrise loads Excel File into Holistics

Datrise syncs Excel File's worksheets, rows, columns, headers, cell ranges, and workbooks into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

Excel File: Spreadsheet workbooks from exports and shared drives.

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How Excel File entities map to Holistics

Excel File entityHolistics objectNotes
worksheetsexcel_file_worksheetsid PK · custom fields → flattened columns for the modeling layer
rowsexcel_file_rowsid PK · linked to excel_file_worksheets
columnsexcel_file_columnsid PK · linked to excel_file_worksheets
headersexcel_file_headersid PK · linked to excel_file_worksheets

FAQ

How does Datrise handle Excel File's custom fields in Holistics?

Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.

How does the Excel File to Holistics sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the modeled tables.

Related pipelines

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