Our users typically work intensively with Excel and there is optimal integration between XLReporting and Excel. Both in terms of look & feel of the application, as in terms of how you can import and export data.
Our web-based spreadsheet, toolbar, and functions are compatible with
Excel. If you know your way around Excel, you can work with XLReporting.
Using our spreadsheet you can build powerful models for reporting and planning. Models in XLReporting can only contain logic and layout, but no data. The data is always inserted realtime, subject to the rules of your model, which makes models far more robust and consistent compared to normal spreadsheets.
All data in XLReporting can be imported from Excel.
All data in XLReporting can be exported to Excel. If you want to edit a lot of data, it can
sometimes be faster to do that in Excel using search & replace, copy down etc. Simply export the
data, edit in Excel, and import it back again.
Similarly, you can export any and all data and work with it in Excel if you want.
Please note that this option is only visible if your user role has Export data and Import data permissions.
In addition to exporting data and reports to Excel, you can also access XLReporting data sets and
reports directly from Excel workbooks using saved queries. You can define cell formatting,
formulas, charts, and pivot tables in your Excel workbook using this data. This enables you to
build free-form Excel workbooks of your own design with realtime data from XLReporting. The data
will be automatically refreshed at any time without having to login to XLReporting.
XLReporting creates a small file for you specific to each data set or report, which you can open in Excel via Data - Get external data - Run saved query, or via Data - Get external data - Web query. That creates a connection to your workbook without any manual steps.
You can choose to store your API token and selected values in the file, or leave them as runtime parameters.
Please note that this option is only visible if your user role has Export data and Access API permissions.
See Define data sets and Define reports for more information.
If you want to use Excel queries, you need a valid API access token. Tokens are assigned to users, and you can request a token through Manage - Users. Once issued, tokens are valid for 360 days, but you can revoke tokens, renew tokens, and issue new tokens, at any time.
We have many examples and tutorials available for Excel integration, and we provide free consulting, so please contact us anytime.