RD BI360 How-To: Connect to the ERP or DW company in Excel

Summary:

This article will demonstrate how to connect 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.

Method:

1. Open Excel.
2. Go to BI360 Reporting Ribbon.
3. Click on New Blank or New Current.
4. System integration model windows will appear. Choose the System Integration Model desired to report on.

5. Report Configuration window will appear. Choose the Data Connection you desire to use for the          integration you have selected in the previous step.

     6. Select the company to report on. 

Properties:

Applies To:

Report Designer

BI360 version 4.x