Excel - OpenText Lens - Data Visibility Integration and Automation

Common Integration Use Cases Between Microsoft Excel and OpenText Lens - Data Visibility

Microsoft Excel and OpenText Lens - Data Visibility complement each other well in governance, cleanup, and migration workflows. Excel is often the working format for business users to review, edit, and approve data, while OpenText Lens provides AI-driven visibility into unstructured content across repositories. Together, they support structured decision-making around content remediation, compliance, and migration readiness.

1. Export unstructured content inventory from OpenText Lens into Excel for remediation planning

OpenText Lens can identify sensitive, redundant, obsolete, or trivial content across repositories and export the findings into Excel for business review. Data governance, legal, and records teams can then filter, sort, and prioritize remediation actions in a familiar spreadsheet format.

• Direction: OpenText Lens - Data Visibility to Microsoft Excel
• Business value: Faster cleanup planning and clearer ownership of remediation tasks
• Typical users: Information governance, compliance, records management

2. Use Excel to maintain remediation action lists and feed updates back into OpenText Lens workflows

Teams can manage disposition decisions, owner assignments, and review status in Excel, then import the updated file back into OpenText Lens-supported processes or downstream governance tools. This is useful when multiple departments must approve retention, deletion, or migration decisions.

• Direction: Bi-directional
• Business value: Structured collaboration across legal, IT, and business stakeholders
• Typical users: Governance leads, project managers, department approvers

3. Build migration readiness trackers in Excel using OpenText Lens discovery results

During content migration programs, OpenText Lens can identify where unstructured data resides, how much of it is sensitive, and which repositories contain obsolete content. Those findings can be exported to Excel to create migration readiness trackers, cutover plans, and risk registers.

• Direction: OpenText Lens - Data Visibility to Microsoft Excel
• Business value: Better migration scope control and reduced risk of moving unnecessary content
• Typical users: Migration teams, infrastructure teams, program management offices

4. Reconcile business-owned content inventories in Excel against OpenText Lens repository scans

Business units often maintain their own spreadsheets of shared drives, project folders, or content repositories. OpenText Lens can scan the actual repositories and provide a current inventory, which can then be compared in Excel to identify missing locations, duplicate stores, or outdated ownership records.

• Direction: OpenText Lens - Data Visibility to Microsoft Excel
• Business value: Improved accuracy of content inventories and ownership records
• Typical users: Business operations, data stewards, IT asset managers

5. Use Excel to prioritize sensitive content review based on OpenText Lens classification outputs

OpenText Lens can surface repositories containing potentially sensitive or regulated information. Exporting those results to Excel allows security and compliance teams to rank content by risk, assign review deadlines, and track exceptions by department or region.

• Direction: OpenText Lens - Data Visibility to Microsoft Excel
• Business value: More efficient risk-based review and stronger compliance oversight
• Typical users: Security, privacy, compliance, audit teams

6. Prepare executive dashboards in Excel from OpenText Lens data visibility reports

OpenText Lens findings can be summarized in Excel pivot tables and charts to create management dashboards showing content volume by repository, percentage of sensitive data, remediation progress, and cleanup trends over time. This supports governance reporting to leadership and steering committees.

• Direction: OpenText Lens - Data Visibility to Microsoft Excel
• Business value: Clear executive reporting and measurable governance outcomes
• Typical users: Program sponsors, executives, governance office

7. Use Excel templates to standardize review decisions before operationalizing them in OpenText Lens-related processes

Organizations can create standardized Excel templates for review criteria such as retention category, business owner, legal hold status, and migration priority. These templates help ensure consistent decision-making before the results are used to drive cleanup or migration actions informed by OpenText Lens analysis.

• Direction: Microsoft Excel to OpenText Lens - Data Visibility
• Business value: Consistent governance decisions and reduced manual interpretation
• Typical users: Records managers, compliance analysts, business reviewers

Overall, the strongest integration pattern is using OpenText Lens to discover and classify unstructured content, then using Excel as the operational workspace for review, prioritization, reporting, and cross-functional approval. This combination is especially effective in data cleanup, compliance, and migration programs where business users need a simple way to act on complex discovery results.