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This process uses the Report Direct Link to populate USAS-R data into a spreadsheet. an Excel spreadsheet. This processes uses Excel 2016 - for later versions of Excel please refer to the section on how to Add the From Web (Legacy) option. The steps below outline the procedure using a spreadsheet template for the SSDT Financial Detail Report July 1 Cash Balances. The Report Direct Link can be utilized on any custom or template USAS-R report to pull data into Excel. Use the HTML-Tables or HTML-FieldNames format when using the Report Direct Link with Excel.

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1. The Excel spreadsheet can be emailed as an attachment or saved in a shared folder.
2. The recipient will see the previously saved data when the spreadsheet is opened. To refresh the spreadsheet to show the current data, they will navigate to the Data tab and click 'Refresh.'
   OR
   Right click any cell containing data from USAS-R and click 'Refresh'
   
   
   
   
   
   
   1. The recipient will be prompted to enter their username and password for USAS-R.

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Add the From Web (Legacy)

When using a version of Excel beyond 2016 (Excel 365, Excel 2019), the "From Web (Legacy)" option must be used to import data from the Report Direct Link. Perform the following steps to add this option to the Data ribbon.

1. In Excel, Go to File-> Options-> Customize Ribbon-> select All Commands-> From Web(Legacy)- and add it to “New Group” under the Data tab.  

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2. OR add the From Web (Legacy) can be added to the group for "Get & Transfer Data"

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3. Once saved, the From Web (Legacy) option will be available on the Data ribbon

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4. When utilizing the Report Direct Link in excel, utilize the From Web (Legacy) option when the 'Get Data from Web' option is indicated in the instructions.