By using this website, you agree to our Terms of Use (click here)
If an Active Directory user exports a generic inquiry in Excel and tries to refresh the data, can the user authenticate via Active Directory (as opposed to local user account)
Thanks!
We haven't been able to do this. We create secondary local accounts for people who want to refresh GI results in Excel.
I don't think it's possible, but I think @gabriel added this to the Velixo product which is another way to bring Acumatica data into Excel.
@dianne-a and @timrodman are correct -- it's not possible using Excel's built-in OData connector. It is something that we support with Velixo - we fully support all the Acumatica authentication methods natively (Excel can’t do single sign-on or multifactor authentication on Acumatica). This works across all our supported platforms (Excel for Windows, Excel for Mac and Excel Online). On top of that, we have a couple of additional features that make using OData feeds a lot better:
- Smart Refresh significantly speeds up refreshing because we’re able to cache data and pull in
- Our cache is outside the workbook and doesn’t “pollute” the file, so if several workbooks work off the same GI and only use specific records the cache will be there once and shared by all the workbooks
- We can do cell-based filtering, meaning you can have a generic inquiry that is filtered based on cell values (standard Excel OData or web query can’t do that easily either). Examples: get a list of invoices for a customer or a supplier