Solved

Cai

  • 13 March 2021
  • 5 replies
  • 70 views

Hello,

I m a new user of Acumatica,  I would ask the other more experimented users, is there some way to retrieve data from the cloud database down to Excel like I was used to do with my MS SQL Server database, via Power Query fonctions (I had of course the Server address, username and password to be authorized to get in) ?

 

thank you very much.

 

Cai

icon

Best answer by Gabriel Michaud 13 March 2021, 15:10

Hi Cai,

You have a few options:

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 😉

View original

5 replies

Userlevel 6
Badge +6

Hi Cai,

You have a few options:

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!

Userlevel 3
Badge +1

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 :)

Userlevel 3
Badge +1

I like your “love story” comment Cai :grinning:

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/

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2020  Acumatica, Inc. All rights reserved