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Navigation: Zetadocs Expenses Help > Reporting

Connecting

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Connecting

Relevant to the hmtoggle_arrow0Analyst role.


The Zetadocs Expenses Reporting feed uses the OData standard, which enables analysis of expense data using a range of popular reporting tools, including Microsoft Excel and Power BI.

 

Create Reporting User

We recommend you create a separate Zetadocs Expenses user account specifically for reporting purposes.

note_image Note: This user account must be configured with the Analyst user role and will provide reporting access to all approved expenses.

Please refer to the Users help topic to learn more about setting up users.

 

Connect to the Reporting feed with these simple steps;-

Microsoft Power BI (Desktop only)

1.Open Power BI Desktop

2.Home ribbon > Get Data button > OData Feed

3.Enter the URL: https://expenses-odata.zetadocs.com/odatav4/v1    

4.The OData feed options will now be shown – choose Basic

5.Enter the username and password of the designated reporting user account

6.Choose Connect to establish a connection to the Reporting feed.

7.Select the Expenses table

8.Choose Load

9.The data feed will now load into Excel

note_image Note: Microsoft Power BI retains the user credentials you've used for each your data sources. This removes the need for you to re-enter them each time you can to access your data.

Click hmtoggle_arrow0here to learn how to change the user credentials stored against your data source.

 

Microsoft Excel

1.Open Excel

2.File > New

3.Data ribbon > Get Data button > From Other Data Sources > From OData feed

4.Enter the URL: https://expenses-odata.zetadocs.com/odatav4/v1    

5.The OData feed options will now be shown – choose Basic

6.Enter the username and password of the designated reporting user account

7.Choose Connect to establish a connection to the Reporting feed

8.Choose Load

9.Select the Expenses table

10.The data feed will now load into Excel

note_image Note: Microsoft Excel retains the user credentials you've used for each your data sources. This removes the need for you to re-enter them each time you can to access your data.

Click hmtoggle_arrow0here to learn how to change the user credentials stored against your data source.

 

Blog Articles

https://www.equisys.com/blog/seeing-the-wood-for-the-trees