Article
1.4.2026
1.4.2026

Your ESG data, live in Excel and Power BI

Event Date:
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EU ESG regulations, compliance, and regulatory oversight in sustainable finance

See your ESG data in the platforms you already use

KEY ESG now connects directly to Microsoft Excel and Power BI via Power Query. ESG data is always live in the tools your teams already work in, with no exports and no manual updates.

What it does

ESG reporting doesn't end when data is collected. It gets analysed, modelled, and shared in spreadsheets and dashboards, often by teams who live in Microsoft tools. Keeping that analysis current has traditionally meant repeated manual exports every time figures change.

The Power Query connector removes that. You connect once, and your Excel workbooks and Power BI dashboards always reflect the latest data from the platform.

  • Data is always current: refresh your spreadsheet or dashboard to pull the latest figures directly from KEY ESG
  • Fund managers connect once with a single URL covering all reporting years
  • Company users connect year by year, with a unique URL per reporting period
  • Builds on Microsoft's Power Query standard, familiar to most finance and ESG analyst teams
  • Works in the browser on any OS, and on the Windows desktop app

How to get started

Find the new Connectors section in the left-hand navigation. If the feature is active on your account, you'll see a Configure button with step-by-step Desktop and Web setup tabs. If not, one click sends a request to our support team to get you set up.

The connector requires a Microsoft organisational account. If you log in via email and password, contact support@keyesg.com to get SSO configured first. The Mac desktop app is not currently supported.

Find out more

Navigation
Navigation

See your ESG data in the platforms you already use

KEY ESG now connects directly to Microsoft Excel and Power BI via Power Query. ESG data is always live in the tools your teams already work in, with no exports and no manual updates.

What it does

ESG reporting doesn't end when data is collected. It gets analysed, modelled, and shared in spreadsheets and dashboards, often by teams who live in Microsoft tools. Keeping that analysis current has traditionally meant repeated manual exports every time figures change.

The Power Query connector removes that. You connect once, and your Excel workbooks and Power BI dashboards always reflect the latest data from the platform.

  • Data is always current: refresh your spreadsheet or dashboard to pull the latest figures directly from KEY ESG
  • Fund managers connect once with a single URL covering all reporting years
  • Company users connect year by year, with a unique URL per reporting period
  • Builds on Microsoft's Power Query standard, familiar to most finance and ESG analyst teams
  • Works in the browser on any OS, and on the Windows desktop app

How to get started

Find the new Connectors section in the left-hand navigation. If the feature is active on your account, you'll see a Configure button with step-by-step Desktop and Web setup tabs. If not, one click sends a request to our support team to get you set up.

The connector requires a Microsoft organisational account. If you log in via email and password, contact support@keyesg.com to get SSO configured first. The Mac desktop app is not currently supported.

Find out more

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Key ESG dashboard showing 2023 metric setup with selectable sustainability frameworks.
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