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OData - Excel & Power BI

  • November 14, 2024
  • 6 replies
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C
Freshman I

Hi all,

 

I’m struggling to get an OData connection from excel and Power BI.

Both the below urls gives me what I expect when running them in a browser:

https://{site.com}/ERP/odata/{Tenant}/

https://{site.com}/ERP/odata/{Tenant}/{GI}

But when I try to use the same urls in excel’s OData Feed I get the following error:

We encountered an error while trying to connect.

Details: "The field 'Branch' already exists in the record."

 

Our version: Acumatica 2023 R2 Build 23.206.0006

Any idea on how to solve this issue?

Best answer by jamesh

chris11 wrote:

Hi ​@jamesh 

Yes, we're using multiple tenants and branches.

The more I’m looking at this the more I’m thinking this isn’t an Acumatica issue, so much as an Excel issue…  But I could be wrong…  Have you tried clearing your query cache? Since you’re not getting to the point of entering credentials in Excel, but you’re getting the response via the browser, it would appear the oData connection is working as intended, but the interface is not.

  

Try the following from an open workbook:


 

 

This may or may not initially help, but it’s a good first step in troubleshooting…

 

 

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6 replies

craig2
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  • craig2
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  • 97 replies
  • November 14, 2024

Hi ​@chris11 ,

I’m not a master of this, but a couple things to try.  Have you tried taking the “/ERP” from your URL?  I don’t use that in my ODATA connections (though we also don’t use Branches extensively).

Second, are you clearing your Permissions in Excel/PowerBI and re-entering credentials after making changes?  I find that area to be particularly sticky, and have better luck just clearing things out and starting fresh.

Good luck!

 

Chris Hackett
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  • Chris Hackett
    Chris Hackett
C
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  • chris11
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  • 2 replies
  • November 14, 2024

Hi ​@craig2 

Yeah, I’ve tried to remove the /ERP.

I receive that error before excel is asking me for credentials.

craig2
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  • craig2
  • Pro I
  • 97 replies
  • November 14, 2024

Hmmmm, well here’s the documentation link, if you haven’t read it already:

https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=5d97a93d-45e0-466e-ba5e-77e1ccf96643
 

They use https://sweetlife.com/erp/t/Calipso LLC/api/odata/gi in their example. I noticed they have a “t” in there as well, which I tried but didn’t have any luck.  Hopefully someone else can chime in and I can learn something too!

Chris Hackett
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  • Chris Hackett
    Chris Hackett
jamesh
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  • jamesh
  • Semi-Pro I
  • 177 replies
  • November 14, 2024
chris11 wrote:

Hi all,

 

I’m struggling to get an OData connection from excel and Power BI.

Both the below urls gives me what I expect when running them in a browser:

https://{site.com}/ERP/odata/{Tenant}/

https://{site.com}/ERP/odata/{Tenant}/{GI}

But when I try to use the same urls in excel’s OData Feed I get the following error:

We encountered an error while trying to connect.

Details: "The field 'Branch' already exists in the record."

 

Our version: Acumatica 2023 R2 Build 23.206.0006

Any idea on how to solve this issue?

 

Do you have multiple tenants?  If not, you should only need use http://<application site domain>/odata/
 

James Harris - ERP Guy & Acumatica MVP - If I answered your question, please mark my response as "Best Answer" :)
Chris Hackett
jwright
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  • Chris Hackett
    Chris Hackett
  • jwright
    jwright
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  • chris11
  • Author
  • Freshman I
  • 2 replies
  • November 15, 2024

Hi ​@jamesh 

Yes, we're using multiple tenants and branches.

jamesh
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  • jamesh
  • Semi-Pro I
  • 177 replies
  • Answer
  • November 19, 2024
chris11 wrote:

Hi ​@jamesh 

Yes, we're using multiple tenants and branches.

The more I’m looking at this the more I’m thinking this isn’t an Acumatica issue, so much as an Excel issue…  But I could be wrong…  Have you tried clearing your query cache? Since you’re not getting to the point of entering credentials in Excel, but you’re getting the response via the browser, it would appear the oData connection is working as intended, but the interface is not.

  

Try the following from an open workbook:


 

 

This may or may not initially help, but it’s a good first step in troubleshooting…

 

 

James Harris - ERP Guy & Acumatica MVP - If I answered your question, please mark my response as "Best Answer" :)
craig2
Chris Hackett
2 people like this
  • craig2
    craig2
  • Chris Hackett
    Chris Hackett

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