After Establishing a Connection, you can work with data from Sage 300 from familiar tools in Excel.

Query Data

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.

Using the Excel Add-In (VBA)

Write macros to automate working with Sage 300. 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.

CData Excel Formulas

Automate operations using the corresponding formulas. See CData Excel Functions for a guide.