Access Live Oracle Financials Cloud Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Oracle Financials Cloud data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Oracle Financials Cloud within your Connect AI instance and accessing live Oracle Financials Cloud data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for Oracle Financials Cloud, allowing you to easily access live Oracle Financials Cloud data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Oracle Financials Cloud, leveraging server-side processing to quickly return Oracle Financials Cloud data.

Configure Oracle Financials Cloud Connectivity for Excel

Connectivity to Oracle Financials Cloud from Excel is made possible through CData Connect AI. To work with Oracle Financials Cloud data from Excel, we start by creating and configuring a Oracle Financials Cloud connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Oracle Financials Cloud" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Oracle Financials Cloud.

   Using Basic Authentication

   You must set the following to authenticate to Oracle ERP:

   • Url: The Url of the account to connect to. Typically, the URL of your Oracle Cloud service. For example, https://servername.fa.us2.oraclecloud.com.
   • User: The username of your account.
   • Password: The password of your account.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Oracle Financials Cloud Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Oracle Financials Cloud data from Excel for the web.

Access Live Oracle Financials Cloud Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Oracle Financials Cloud data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Spreadsheets Add-In and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
   
6. In the CData Connect Spreadsheets panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. OracleERP1), Table (e.g. Invoices), and Columns to import 👁 CData Connect AI panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Live Access to Oracle Financials Cloud Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Oracle Financials Cloud data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.