Excel Add-In

The Excel Add-In is an alternative way to enter, update, manage, query and analyze application data, using Excel spreadsheets and workbooks.

You can use the Excel Add-In to:

  • Query and submit data into the application.

  • Change the cube point of view.

  • Interact with forms.

  • Leverage multiple cube views.

  • Establish a live connection to cube views in the application.

  • Drill through to source data.

  • Create functions to return, amend, or submit application data.

  • Refresh sheets and workbooks when changes occur in the application.

You can launch Excel documents from:

  • The Navigation pane

    • The OnePlace tab: Through public and user-specific access to application functionality and documents.

    • The Application tab: Through the Spreadsheet tool.

    • The System tab: Using export features for system administrators.

  • Workflow forms that have attached templates.

  • Cell or data unit attachments.

  • Dashboards

  • Cube views

  • File Explorer

NOTE: We recommend turning off AutoSave in Excel and saving manually for the best experience.