- In this article you will find an example of report building using Excel
- Bringing the list of invoices from Ocerra to Excel
On the next screen, you can choose to connect to https://app.ocerra.com/odata1 using the Basic authentication. When you select the level, pick the full path instead of a root domain only.
Now you can explore the OData interface for Ocerra, and we’re planning to use VoucherHeaders table to get the list of invoices:
To make our data look pretty, we’re going to click Transform Data and remove columns that we don’t need. Here is the list of columns we’re planning to use: Number, FcNet, FcTax, FcGross, Vendor.Name, Currency.Code. You can add more if you need it.
On the next step, we’re going to expand our other tables: Vendor, Purchase Order, Currency to see the actual value in our Excel result. Select the single “Code” field only and click OK.
I did the same for other fields, to see values instead of a generic ‘Record’ label on the table:
Now is the right time to rename some of these columns to make it more user friendly, apply sorting and filter invoices. You can use relative filters so it will be much easier to open this Excel in a month and just refresh the data to see up to date values: