Microsoft Excel is a powerful tool widely used for data management and analysis. In this article, we will delve into how our OData API seamlessly integrates with Microsoft Excel, enabling you to connect, query, and manipulate data with ease.

Whether you need to pull data, perform calculations, or generate insightful visualizations, our OData API provides a bridge between Excel and your data, empowering you to harness the full potential of both platforms.

Join us as we explore the possibilities and benefits of leveraging our OData API in conjunction with Microsoft Excel.


Troubleshooting

We understand that occasionally, you may encounter challenges while utilizing our custom Excel file. These issues often stem from various factors, including Excel privacy settings and specific parameters used in the OData queries. To ensure a seamless experience, we’ve compiled a troubleshooting guide to address these potential hurdles.

Excel Privacy Settings:

Data Privacy Levels: Excel’s data privacy settings are designed to safeguard sensitive information. However, these settings can sometimes interfere with the smooth functioning of our Excel file. If you encounter errors or data retrieval issues, it may be due to restrictive privacy settings.

Solution: Adjust the data privacy levels in Excel to allow connections to external data sources. Navigate to “Data” tab > “Get Data” > “Query Options” > “Privacy” and select “Ignore Privacy Levels” to ensure that our custom Excel file is permitted to access external data sources.

OData Query Parameters:

JSON Web Token (JWT): Our OData API services may require authentication via a JSON Web Token (JWT) for secure access to data. Failure to include or properly configure the JWT parameter can result in authorization errors.

Solution: Ensure that the JWT token is correctly included in the authentication headers of the OData requests made by the Excel file. Verify that the token has not expired and grants sufficient privileges for the requested operations.

Custodian ID: Some of our OData queries rely on the custodian ID parameter to filter and retrieve relevant data pertaining to specific custodian accounts. Incorrect or missing custodian ID in the queries can lead to inaccurate results or data inconsistencies.

Solution: Double-check the custodian ID parameter values used in the OData queries within the Excel file. Ensure that the ID correspond to valid custodian registered within our system. Rectify any discrepancies or missing ID to accurately fetch the desired data.

Date Parameters: Date parameters are commonly utilized in OData queries to specify time intervals or filter data based on temporal criteria. Improper formatting or invalid date ranges in the queries can cause errors or return unexpected results.

Solution: Review the date parameters utilized in the OData queries within the Excel file. Adjust the parameters as necessary to accurately retrieve data within the desired timeframes.