You can connect Excel directly to your instance using the OData interface, allowing you to load data into Excel and use Power Query to filter, transform, and analyse it.
The platform supports OData v2. Excel for Mac supports OData connections via Microsoft 365 only — menu wording may differ slightly from the Windows version.
Before you start
You need Excel 2013 or later on Windows, or Excel for Microsoft 365 on Mac. Power Query must be available:
Excel 2016 and later (Windows): Power Query is built in. No installation needed.
Excel for Microsoft 365 (Mac): Power Query is built in under the Data tab.
Excel 2013 (Windows): Go to the Developer tab, select Add-Ins, and enable the Power Query add-in.
You will also need your instance OData URL. Contact support if you do not know it.
Step 1 — Connect to the OData feed
In Excel, open the Data tab and select Get Data \> From Other Sources \> From OData Feed. Enter your OData URL and click OK.
If you enter the base URL only, Excel will display all objects available to you. If you append an object system name to the URL, Excel will load that specific object directly.
Step 2 — Authenticate
The OData feed requires authentication. The method depends on how you sign in to the platform.
If you use a username and password, select Basic, enter your username (usually your email address) and password, then click Save.
If you use single sign-on via Entra ID, select Organisational account, click Sign in, and complete your organisation's sign-in process.
After connecting
Once authenticated, Excel displays the available objects or the specific object you requested. Power Query opens with a preview of the data, where you can filter and shape it before loading it into your workbook.
Credentials are stored in your local Excel settings and are not saved inside the workbook file. If you share the workbook, other users will see the existing data but cannot refresh it without their own credentials.
Updating credentials after a password change
If you change your platform password, existing OData connections in Excel will stop refreshing until you update the stored credentials. You must update at the global permissions level to ensure all object connections in that environment are covered.
In Excel, go to Data \> Get Data \> Data Source Settings,
Select Global permissions, and choose the top-level URL for your environment — not an individual object URL.
Click Edit Permissions, then Edit.
Enter your updated credentials
Set the Privacy Level to Organisational, and click OK.
If you connect to both production and test environments, repeat this for each.