Connecting to Your Org

Before you can download a report, you need to connect to your org from within Microsoft Excel®. You must have:

  • A valid username and password
  • Appropriate permissions

To connect to your org:

  1. Open Microsoft Excel and select the FFXL Plus tab.
  2. Click Connect.
  3. Enter your Salesforce username and password.
  4. Select the type of org that you want to report on from the drop-down menu (Production or Sandbox).
  5. Click Connect.

When connected to your org, you can retrieve reports from the following source types in your org and work with the data in Microsoft Excel:

  • Salesforce
  • FinancialForce Reporting
  • Action Views
  • Analytics
Note:

For Analytics, FinancialForce XL Plus only supports compare table lenses.

For more information, see Connecting to Data Sources.

You can only connect to FinancialForce Reporting reports in your current FinancialForce Accounting company. If you want to create FinancialForce Reporting reports for a different company, you must disconnect from FinancialForce XL Plus, change your current company, then reconnect. Similarly, to change org in Salesforce (for example, from Sandbox to Production), you must disconnect then reconnect.

When you finish working with your reports, click Disconnect on the FFXL Plus tab in Microsoft Excel.