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Access Live Oracle Financials Cloud Data in Excel (Desktop)


Use CData Connect Cloud to gain access to live Oracle Financials Cloud data from your Excel spreadsheets.

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect Cloud, you gain immediate access to Oracle Financials Cloud data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Oracle Financials Cloud in your Connect Cloud instance and access live Oracle Financials Cloud data in Excel spreadsheets.

CData Connect Cloud 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 Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Oracle Financials Cloud, leveraging server-side processing to quickly return Oracle Financials Cloud data.

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure Oracle Financials Cloud Connectivity for Excel

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Oracle Financials Cloud" from the Add Connection panel
  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.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Oracle Financials Cloud Connection page and update the User-based permissions.

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

Access Live Oracle Financials Cloud Data in Excel

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

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. OracleERP1), Table (e.g. Invoices), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

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 Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.