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The first step is to get your Organisations Code, ; this will be required when logging in
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Connecting your data via excelExcel, if you don't already If you do not have Get & Transform (Excel 2016) or or Power Query (Excel 2010 & 2013) you can download here → https://www.microsoft.com/en-au/download/details.aspx?id=39379, download it here.
Get & Transform (Excel 2016) steps:
Open Excel, click on Data Query tab
2. Go to → New Query→From Other Sources → From OData Feed
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Your user name will have your organizational code that we found in the first step in the Reports section (xxxx) forward slash your username for BUZ. Can be found in BUZ under Reports -> Right hand side ( 5 Character code) or contact BUZ Support to supply your Organizational Code. (Example: support@buzsoftware.com.au)
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5. Select the report to access → EDIT → Do not use the load button
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You can now run filters on the data as required or write your transformations using the M Language using Query Editor's Advance Editor
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Date/Time Filter
You must add a Time/Date Filter
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, if not the search will not end and will time out, you will see an error message
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To add a Date/Time filter you can
Click the arrow next to heading that you want to add the filter to.
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There is a variety of options you can use, I find it best to use the “Between” Options
Then select the dates you wish the report to cover
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8. Once all the required Filters are run → Close & Load the data to Excel
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Updating an existing Excel OData report
Open Excel go to→ Data tab → Show Queries
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2. If you aren't connected to the Odata you will get the below error and need to follow the required steps as outlined in the screen shots below.
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To Retrieve new data from BUZ select "Refresh" from your Design tab
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Errors loading the data
Clear the permissions and try again
Click here for instructions
2. Clear the Cache if still an issue after clearing the permissions
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