Live Excel Reports from FileMaker via OData

Beginner

Connect Excel to FileMaker data with OData for reports that refresh with a click instead of manual exports.

What you'll learn

Connecting Excel to FileMaker via the OData connector
Creating a refreshable query with Power Query
Setting up automatic refresh on file open
Securing the connection in a shared workbook

Excel supports OData connections through Power Query. Instead of exporting CSV files from FileMaker and pasting into Excel, you can create a live connection that refreshes with a single click. This is particularly useful for managers and analysts who need up-to-date FileMaker data in familiar spreadsheet reports.

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Connect in Excel using Power Query

In Excel: Data tab > Get Data > From Other Sources > From OData Feed. Enter the FileMaker OData URL. When prompted for authentication, choose "Basic" and enter the service account credentials.

TEXT

// Excel OData URL:
https://your-fm-server.example.com/fmi/odata/v4/YourDatabase

// Authentication in Excel: Basic
// Username: svc-excel
// Password: (service account password)

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