Using the Excel Add-In
After Establishing a Connection, you can work with data from FinancialForce from familiar tools in Excel.
Click Edit Query from the ribbon to edit your query and pull data into the sheet and click Refresh Worksheet to refresh the sheet to pull in the latest changes. See Querying Data for a guide.
Select rows and click the Update Rows to post your changes to FinancialForce. See Updating Data more information.
Using the Excel Add-In (VBA)
Write macros to automate working with FinancialForce. See Using the Excel Add-In (VBA) for a guide.
Writing Parameterized Queries
Create spreadsheets based on dynamic queries that use cell references as the input parameters. See Writing Parameterized Queries for examples.
Defining Custom Views
The add-in can define virtual tables whose contents are decided by a pre-configured query. See Defining Custom Views for more information.
CData Excel Formulas
Automate bidirectional operations using the corresponding formulas. See CData Excel Formulas for a guide.