AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register

Connecting to Acumatica data from Microsoft Excel

May 19, 2015 by Tim Rodman

Update February 5th, 2017: Alas, the TryAcumatica.com links don't work anymore since that site has been taken down. So, I removed the links. Last Week Last week we took a look at how to build a simple Generic Inquiry screen in Acumatica. Then, at the very end, we checked a box to enable it for OData. Checking that box allows us to connect to the data in our Generic Inquiry screen using other applications, including the world’s most popular business intelligence application: Microsoft Excel. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Creating an OData Connection by building a Generic Inquiry screen in Acumatica ERP

May 12, 2015 by Tim Rodman

Two weeks ago I posted about why it’s such a big deal that Acumatica has connected to Microsoft Excel and Power BI via OData. But how do we tap into this new magic “power”? Everything begins with building a Generic Inquiry screen in Acumatica. In order to use an OData connection in Acumatica, you first have to build a Generic Inquiry screen. In this post, I’d like to walk through building a simple Generic Inquiry screen and enabling it for OData. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica BI, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Acumatica Reports – Report Designer (5%) and Excel / Power BI (95%)

May 5, 2015 by Tim Rodman

Last week I mentioned the recent announcement by Acumatica which connects Acumatica to Microsoft Excel, Power BI, Power Pivot, and Power Query. Then I made my case for why I think that Excel and the “Power” tools are a big deal. What about Report Designer? But where does the Report Designer in Acumatica fit into all of this? … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Business Intelligence, Acumatica Excel, Acumatica Excel Connector, Acumatica Excel Reporting, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Reports, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Acumatica Connects to Microsoft Excel and Power BI with OData

April 30, 2015 by Tim Rodman

Update June 4th, 2015 - Checkout my guest post over at PowerPivotPro.com Update May 6th, 2015 - Checkout my guest post over at OData.org Hold onto your seats, the world’s fastest growing Cloud ERP software (Acumatica) is about to collide with the world’s most popular Reporting and Business Intelligence software (Microsoft Excel). Acumatica made the announcement this morning May 01, 2015 (click here) at Microsoft Build, the annual conference aimed at developers who use Microsoft’s next … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Business Intelligence, Acumatica Excel, Acumatica Excel Connector, Acumatica Excel Reporting, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Reports, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

  • « Previous Page
  • 1
  • 2
By using this website, you agree to our Terms of Use (click here)
Building Generic Inquiries & Pivot Tables

Online Members

 No online members at the moment

Recent Blog Posts

  • EP 161: Arline Welty – Evaluate Acumatica with YOUR DATA before you buy (Podcast) January 12, 2026
  • EP 160: How long does it take an Automation Schedule to run in Acumatica (Podcast) November 7, 2025
  • EP 159: Mark Safran – Smartsheet Dashboards with Acumatica data (Podcast) October 29, 2025
  • EP 158: Garrett Rochell – Acumatica Upgades, especially with the Modern UI (Podcast) October 4, 2025
  • acuCONNECT 2025 – Visualizing Inventory Balance $ and Service Level % TOGETHER September 19, 2025

Recent Forum Posts

  • Brynn Rutherford

    Can't export GI's to excel that contain the FATrans DAC after upgrade to 2025 R1 in less than 25 min

    Hi, We have a Fixed Asset Generic Inquiry that combin...

    By Brynn Rutherford , 3 days ago

  • Lunar Windbloom

    RE: Feeling Stuck on Making a Sandbox of our Database

    @timrodman @toonsix Thank you! I need to figure out why...

    By Lunar Windbloom , 1 week ago

  • Tim Rodman

    RE: Attribute Input Mask

    Regular Expressions are a standard Linux thing and you ...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Feeling Stuck on Making a Sandbox of our Database

    Ya, if you can't get the size down by deleting the snap...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: What Triggers a Customization to need a Restart?

    @tlaird self-hosting totally makes sense to me for peop...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    It's not really an Acumatica problem huh; it's a math p...

    By Tim Rodman , 1 month ago

  • Rob Neal

    Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    We have a customer with a modified SO invoice form that...

    By Rob Neal , 1 month ago

  • Tim Rodman

    RE: Generic inquiry with information from Audit history(CT301000)

    @graemelm Just pulled it in as a Custom DAC fed by the ...

    By Tim Rodman , 2 months ago

  • Tim Rodman

    RE: Importing Acumatica User Roles / User Security Permissions from Excel

    @astra-mathis thank you for the detailed instructions. ...

    By Tim Rodman , 2 months ago

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2026 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.