Connecting to FinancialForce
Establishing a Connection shows how to authenticate to FinancialForce and configure any necessary connection properties. You can create a connection profile by clicking Get Data and selecting From FinancialForce 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 FinancialForce 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.
FinancialForce Version Support
The add-in requires the Web Services API. The Web Services API is supported natively by FinancialForce Enterprise, Unlimited, and Developer editions. The Web Services API may be enabled on Professional Edition at an additional cost by contacting FinancialForce. The add-in defaults to version 40.0 of the FinancialForce API. Later or earlier versions can be specified in the APIVersion property.
- See Using the Excel Add-In to work with FinancialForce data from the CData ribbon.
- By Writing Parameterized Queries in the From FinancialForce 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 FinancialForce data.
- See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.