This KB will show how to make connection to the ERP or Data Warehouse Company in Excel. Below are steps to make the connection. Similar steps can be followed when using any module in the BI360 Suite.
- Open Excel.
- Go to BI360 Reporting Ribbon.
- Click on New Blank or New Current.
- System integration model windows will appear. Choose the System Integration Model desired to do reporting on.
5. Report Configuration windows will appear. Choose the Data Connection you desire to use for the integration you have selected in previous step.
6. Select the company to report on.
- Report Designer 4.x