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Connecting Excel to Bevica (Web Services & OData)

Connect Excel to live Bevica data in Business Central using Web Services and OData V4. Publish a page, copy the OData URL, then use Excel Get Data and Refresh.

Business Central offers users the ability to query page data in Excel using Web Services. This allows users to have real-time Business Central data available in Excel sheets that can be queried and saved for future use.

Note

Performance may be impacted if you are linking to large data sets.

The video takes you through the Reporting Data Setup wizard, the article shows you how to do the same thing manually.

Bevica Web Service Setup

In Bevica navigate to the Web Services page. Here you will create a new record for the Page you want to make available externally.

  • Click New

  • Set the Object Type field to Page

  • Enter the Page number in Object ID field

  • Give the record a unique Service Name

  • Tick Publish

Once this has been done, copy the OData V4 URL value for your new record.

Page numbers can be found by navigating to the specific page and opening the Page Inspection side bar (Ctrl + Alt + F1).

Excel 'Get Data'

In Excel, you will set up an OData Feed to the newly created Web Service.

  • Select the Data tab in Excel, Get Data, From Other Sources, From OData Feed.

  • In the dialogue box that appears, select Basic and paste the OData V4 URL into the URL field below.

  • Click OK.

  • You may be prompted to sign in, if so, click Organisational Account and sign in.

  • If successful, you will see the Bevica data from the web service page. Click Load.

Once the link has been established and data imported for the first time, the data can be refreshed in Excel, from the Query tab, Refresh.

You can link additional Bevica pages on new tabs and use Excel reporting (Pivot Tables, Charts) to provide enhanced reporting.

Note

The data in Excel is a copy of Bevica, updating it in Excel will not update Bevica.

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