Make sure you’re using Microsoft Office 2007 or later version. If not, you need to install the appropriate plug in. 

Please check the export to excel section in the site preferences form and make sure to set them as per your requirement.

https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=4859a849-af09-420d-a55b-93c72eabd553

Let us know the Acumatica version you’re using and attach the downloaded excel file to help you further.

Hi @MayomiRodrigo36 

I do have the latest versions of MS Office, so I don’t think that’s the problem there. 

I am currently running on Acumatica 2022 R2. 

Here are those export to excel settings: 

I’ve also attached a sample file that is read as not a valid excel document when entering directly into Power BI. 

Thanks for looking into this!

The reason for this issue can be because your excel is opening as a protected sheet at the beginning. Please try open the document > save it separately and try again to upload to Power BI

@MayomiRodrigo36 

Yes, I have no problem opening it up in Power BI after saving the document first. I was wondering if there was a way to not have to save it. 

Because I’m wanting to export thousands of these Shop for Rates files like the one I shared, and I don’t want to open up each on individually to remove this “protected” format. 

Hi @bclark were you able to find a solution? Thank you!

@Chris Hackett 

The solution I ended up going with was a customization project that put a “Download Zip File” on the Search in Files screen, where I could select the files I wanted to export in bulk in a zip file on my local computer. 

Then I ran a python script to open, convert, and save each file to a CSV, because the file type straight out of Acumatica was not a proper Excel format. 

Then I saved all these files in an Access DB. It works, but it took a lot of other steps. Thanks!

Thank you for sharing your solution with the community @bclark!