Getting StartedCData Excel Add-In for Reckon 2019 - Build 19.0.7354
Connecting to Reckon
Establishing a Connection shows how to authenticate to Reckon and configure any necessary connection properties. You can create a connection profile in the From Reckon on the CData ribbon.
You can also configure add-in capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced add-in configurations and troubleshoot connection errors.
Configuring a Connection Profile
You can configure access control in a connection profile by defining the operations allowed against Reckon data and store the profile in the workbook to make the workbook easy to share. See Managing Connections for more configuration options for connection profiles.
Connecting from Excel
The add-in adds controls to the Excel ribbon, standard Excel formulas, and VBA classes for writing macros.
Reckon Version Support
The add-in supports Reckon Premier, Professional, Enterprise, and Simple Start. All Reckon editions are supported.
- See Using the Excel Add-In to work with Reckon data from the CData ribbon.
- By Writing Parameterized Queries in the From Reckon dialog, you can easily create a dynamic spreadsheet based on an underlying SQL SELECT query. Cell values provide the query's input parameters.
- Use the CData Excel Formulas to execute multiple queries from the same sheet or to use cells and ranges to manipulate Reckon data.
- See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.