Hi Cai,

You have a few options:

• Velixo Reports for Acumatica
• The basic OData connector available in Excel (or PowerQuery)

The advantages of Velixo are numerous: ability to drilldown to Acumatica, better performance (data caching and smart refresh, ability to filter results based on cell values), inline functions that let you use data anywhere and not just in a table, support for single sign-on, Mac/Excel Online support, and more… check this video for a full demo or this one for a presentation on Generic Inquiry functions. Disclaimer: I built this product

Thank you Gabriel for your proposals, I will have a look at the OData connector before considering the second option.

thanks again!

If you need help Cai, that OData connector in Acumatica is one of my specialties and I do independent consulting on an hourly basis:

https://www.augforums.com/consulting

Here are a few (older) posts that I did on Excel:

https://www.augforums.com/acumatica-connects-to-microsoft-excel-and-power-bi-with-odata/

https://www.augforums.com/creating-an-odata-connection-by-building-a-generic-inquiry-screen-in-acumatica-erp/

https://www.augforums.com/excel-online-web-app-and-acumatica/

Hi Tim,

I saw your videos posted on youtube, they are really helpful and give me delighting clues about how to deploy the futur work fields.

thank you again!

PS: I m myself an advanced Excel report designer, I m just starting with Acumatica, it s wonderful to see there is already a so developped community build up.  I feel it would be a prominent love story between me and Acumatica :)

I like your “love story” comment Cai 

Here’s another article that I think you’ll like:

https://powerpivotpro.com/2014/04/self-serve-bi-adoption-the-relative-roles-of-people-technology-the-business-and-it/