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Using Excel to Pull in Report Data (FNMS Cloud)

Is there a way to automatically pull in the latest data from a report into Excel for analysis?


I have many PivotTables and charts based off data that comes from a custom report I created. Currently, in order to get the latest data I am re-running the report, exporting to .xlsx, and then pasting the data over the old data in order update my tables and charts. I'd like to be able to connect directly to the report data and simply refresh, cutting out the re-run, download, and copy/pasting.

(1) Reply
By Anonymous
Not applicable

Hi @WStephans  - I don't think you could do that directly from within excel. However you can use their web service APIs to transfer the report data to a SQL database and then create a connection from excel to that database.