Excel - OpenText Core Experience Insights Integration and Automation

Common Integration Use Cases Between Microsoft Excel and OpenText Core Experience Insights

1. Export usage analytics to Excel for executive reporting

Data flow: OpenText Core Experience Insights ? Microsoft Excel

Business teams can export adoption, engagement, and content interaction metrics from OpenText Core Experience Insights into Excel to build recurring leadership reports. This is useful for monthly business reviews, digital workplace scorecards, and customer experience dashboards where stakeholders need formatted summaries, trend analysis, and comparisons across departments, regions, or content types.

Business value: Enables faster reporting, easier ad hoc analysis, and presentation-ready outputs for non-technical stakeholders.

2. Analyze user behavior trends with Excel pivot tables and Power Query

Data flow: OpenText Core Experience Insights ? Microsoft Excel

Analytics teams can pull raw interaction data from OpenText Core Experience Insights into Excel and use pivot tables, Power Query, and formulas to segment usage by audience, device, content category, or time period. This supports deeper analysis of adoption patterns, drop-off points, and high-performing content assets.

Business value: Gives analysts flexible self-service access to data for root-cause analysis and performance optimization.

3. Validate content and metadata quality using Excel before publishing

Data flow: Microsoft Excel ? OpenText Core Experience Insights

Teams responsible for content governance can maintain structured tracking sheets in Excel for content metadata, campaign tags, taxonomy values, and publishing schedules. These spreadsheets can be used to validate completeness and consistency before content is released and then linked to OpenText Core Experience Insights reporting to measure whether properly tagged content performs better than unstructured content.

Business value: Improves content quality and creates a measurable link between metadata discipline and user engagement.

4. Track adoption of new digital workplace content and compare against rollout plans

Data flow: Bi-directional

Project teams can manage rollout plans, content inventories, and launch checklists in Excel while OpenText Core Experience Insights captures actual usage after deployment. By comparing planned publication lists in Excel with engagement data from OpenText Core Experience Insights, teams can identify which documents, portals, or application pages are being used and which require additional communication or redesign.

Business value: Supports change management by connecting launch activity to real user adoption outcomes.

5. Build content performance scorecards for business units

Data flow: OpenText Core Experience Insights ? Microsoft Excel

Business owners can receive periodic exports of content engagement metrics from OpenText Core Experience Insights and combine them in Excel with business unit ownership data, campaign calendars, or service line classifications. This allows each team to see which content assets drive the most interaction and which areas need improvement.

Business value: Creates accountability for content performance and helps prioritize content investment.

6. Reconcile content inventory with actual usage to retire low-value assets

Data flow: OpenText Core Experience Insights ? Microsoft Excel

Content operations teams can export usage data from OpenText Core Experience Insights into Excel and compare it against a master inventory of documents, pages, or knowledge assets. This helps identify stale, duplicate, or rarely accessed content that can be archived, updated, or removed to reduce clutter and improve findability.

Business value: Lowers content maintenance effort and improves the user experience by reducing content sprawl.

7. Prepare stakeholder-ready insight packs for customer experience and adoption programs

Data flow: OpenText Core Experience Insights ? Microsoft Excel

Program managers can use Excel to combine OpenText Core Experience Insights data with survey results, support ticket volumes, or campaign metrics to create integrated insight packs. These packs can be distributed to leadership, operations, and product teams to show how content usage correlates with customer or employee behavior.

Business value: Provides a single reporting layer for cross-functional decision-making and continuous improvement.