Skip to content

Pipeline

Pull the latest pipeline data for the current year to date and explore it with pivots and slicers — about 5 minutes.

Download the workbook

Before you start

Make sure the Antenna add-in is installed in Excel. If it isn't, follow the installation guide first.

What you'll learn

  • How to extract the latest pipeline data with a single Antenna formula
  • How to refresh the underlying data and confirm it's up to date
  • How to explore the results using the summary pivot and slicers

Formulas in this tutorial

The main formula you'll use:

=ANT.ACT.Live.TFPP_Pipeline()

For full inputs and outputs, see the Pipeline formula reference.

Step 1 – Extract the latest pipeline data

Goal: Activate the Antenna formula so the workbook pulls the most recent pipeline data.

Steps:

  1. On the 'Pipeline - AOD' tab, remove the leading apostrophe (') from cell A1 to uncomment the formula. Antenna then extracts the latest available pipeline data.

    Cell A1 on the Pipeline - AOD tab with the formula commented out

    Need a hard refresh?

    You can force the formulas to re-evaluate by opening the Antenna pane and clicking Reset.

    Antenna task pane with the Reset button

Step 2 – Refresh the data

Goal: Update the Pipeline Data table that feeds the pivot tables, and confirm the data is current.

Steps:

  1. Go to Data → Queries & Connections and click Refresh All. This refreshes the Pipeline Data table that the pivot tables use.

    Data > Queries & Connections > Refresh All

  2. Confirm the Snapshot Date shows today's date — that's your check that the data is up to date.

    Tip

    You can speed up the workbook by cutting the dataset down to only the class(es) of business you care about. Smaller tables mean a faster, more responsive workbook. ☕

Step 3 – Explore the summary

Goal: Review the pipeline data through the summary pivot and slice it the way you need.

Steps:

  1. Open the Pipeline sheet, right-click the pivot table, and click Refresh. 📊

    Pipeline summary pivot table

  2. Use the slicers to explore the data across different partitions.

    Slicers on the Pipeline summary sheet

Recap ✅

  • Uncommented the =ANT.ACT.Live.TFPP_Pipeline() formula on the Pipeline - AOD tab
  • Refreshed the data and confirmed the snapshot date is today
  • Explored the summary pivot using the slicers

What's next →

Move on to Premium to learn the class-mapping workflow and how to work with analytics data.

Feedback 💬

Tell us how this tutorial worked for you:

Pipeline tutorial feedback form