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DM OData Excel Client

DM OData Excel Client: Real-Time IFS Cloud Data Extraction Tool
Product ID: INT-XLS-001 | Integration

DM OData Excel Client for use with IFS Cloud

A seamless connector for extracting real-time data from IFS Cloud OData Projections directly into Microsoft Excel.

Status: Released Type: Excel Add-in IFS Cloud Integration
 

1. Introduction

Purpose

Empowers business users to retrieve live data from their ERP directly into Excel without IT support, bridging the gap between OData Projections and flexible data analysis.

Alternative Solution

Replaces static "Export to Excel" features and complex BI setups. Eliminates manual CSV exports that quickly become outdated.

Scope

Supports connection to any exposed OData Projection (EntitySet) within your Cloud ERP ecosystem. Handles pagination, data types, and authentication automatically.

Limitations

Read-only client for reporting. Does not currently support writing data back to the ERP (CRUD operations).

2. Functional Description

Main Dashboard

Simple interface to Connect, Get Data, and Manage Settings.

Endpoint Configuration

Define endpoints and filters easily within the Excel sheet.

Excel Data Output

Data is populated into a clean Excel table, ready for pivot tables or charts.

Supported Parameters

Parameter Description Example
$select Limit columns OrderNo, CustomerName
$filter Server-side filtering State eq 'Released'
$top Limit records 1000
$orderby Sort results DateEntered desc

3. Technical & Security

Prerequisites: Excel 2016+ / Office 365, OData v4 compatible Cloud ERP, HTTPS Access.

Technology: VSTO Add-in (.NET) integrating with standard enterprise OData APIs.

Security Compliance
  • OAuth2 Authentication: Uses Authorization Code flow with PKCE natively supported by enterprise Identity Providers.
  • Data Privacy: No external servers; direct client-to-cloud secure communication.
  • Permissions: Strictly respects your ERP's inherent Role-Based Access Control and Permission Sets.

Frequently Asked Questions

How do I install this client?
The product is delivered as a standard Windows Installer (.msi). Simply run the installer on the user's machine. A new "ERP Data" tab will appear natively in the Microsoft Excel ribbon.
Does this work with SSO (Single Sign-On)?
Yes. It uses standard browser-based login (OAuth2), meaning Entra ID (Azure AD), Okta, or other IdP SSO flows work seamlessly without sharing passwords.
How complex is the configuration?
Minimal. Simply create a new IAM Client in your ERP's Solution Manager or Identity Provider (a 5-minute task) and input the Client ID into the Excel Add-in settings.
Is it safe for large datasets?
Yes, the add-in seamlessly handles server-side pagination. For extremely large datasets (100k+ rows), we recommend using the $filter parameter within the tool to improve Excel's rendering performance.
Enterprise License
Free
Unlimited Users
Included in download:
  • .xlsm & .msi Installer
  • Comprehensive User Guide (PDF)
  • 30-Day Setup Support
  • Update-Safe Architecture
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Document Info
Version: 1.2
Updated: 2024-06-15
Vendor: DM Consulting
Requirements

IAM Client ID: Required for secure OAuth2 flow.

Network: Must have HTTPS access to your Cloud ERP endpoint.

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