To leverage an OData report template in Excel, follow a few simple steps to log into your PSOhub account and update the template with your own data.
-
Open the file in Excel. You might be prompted to Enable Editing if the file opens up in a protected view. Simply click on the button to enable it.
-
Click Enable Content to allow Data Connections once you've entered your PSOhub login credentials.
-
Navigate to the Data tab of your Excel spreadsheet, click Get Data and select Data Source Settings.
-
In the pop-up window, click to select the source https://www.psohubapp.com/odata/psohub/v1/ and then click Edit Permissions.
-
In the next pop-up window, click Edit and then enter your login credentials in the next screen. Then hit Save.
-
Back in the previous pop-up window, click OK.
-
And Close in the other pop-up window.
-
In the navigation bar, click the down arrow next to the icon Refresh All and then click Refresh All.
-
At the bottom left of your screen, you will see data synchronization with your PSOhub organization in progress. The initial load time will vary based on the amount of data being retrieved.
-
Once the message "running background query" disappears, your report will be updated with your own data.
