This process uses the Report Direct Link to populate USAS data into 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 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 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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This processes uses Excel 2016. If the standard "Get Web" option does not work for your current version of Excel, please refer to the section on how to Add the From Web (Legacy) option. |
Create Spreadsheet with Report Link
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Anchor fromweb fromweb
Add the From Web (Legacy)
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When using a version of Excel beyond 2016 (Excel 365, Excel 2019), IF the standard "Get Data From Web" option is not allowing credentials to be entered for the link, the the "From Web (Legacy)" option must can be used to import data from the Report Direct Link. Perform the following steps to add this option to the Data ribbon.
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