Summarize:

This will allow you to create a persistent connection between an external database or data source and your workbook. This plugin also works with Google Sheets. Type in the details of your database (database type, credentials) and select any security/encryption options if working with confidential or company data. Create your custom reports from the Kloudio portal and then select them from the drop-down menu in Excel. You can then apply any additional filters and choose the frequency that the report will refresh (so you can have your sales spreadsheet update automatically every week, day, or even hour.) Create an upload template from the Kloudio portal and you will be able to manually or automatically upload changes in your spreadsheet to your external data source.
Download Kloudio's Excel plugin from Microsoft AppSource. Create a connection between your worksheet and your external data source by clicking the + button on the Kloudio portal. Once you've created a connection between your worksheet and your database, you will be able to query and build reports from external data without leaving Excel. In addition, you can also input data into your connected worksheet and have the data update your external data source.