Infor OS Add-In for Microsoft Excel

Summary

Infor OS Add-In for Microsoft Excel

Microsoft Excel add-in for uploading and downloading data from ION and Datalake

Rating 4/5 Based on 2 reviews
Developer:Infor

Overview

Infor OS Add-In for EXCEL

Infor OS Add-In for EXCEL

*** NEW FEATURE ALERT ****
1. Initial Load Feature
2. Enhanced Security Role
3. Bulk Retrieval Capability (upto 10,000,000 at once)
Check the Userguide in resources

Infor OS Add-in for EXCEL lets the user upload the worksheet(s) data within the Excel spreadsheet into ION via IMS (ION V2 Messaging Service) or into the Infor Data Lake via Data Fabric Ingestion API. Users can also retrieve the data from Infor Data Lake into Excel Spreadsheet.

Click Here to redirect to Microsoft App Store to get the Add-In.
Click on the Download Now for Infor OS and ION API deliverables.

Features and Benefits

Send Data to IMS

In this scenario, the user can upload the Data from a specific or all the Worksheets into ION via IMS. To send Data to ION, users need to create an IMS Connection Point and a Document Flow in ION Desk. If there is no Connection Point nor Document Flow available, the user will run into "No logical ID found" or "No Route Found" errors respectively.

Send Data to Data Lake

In this scenario, the user can upload the Data from a specific Worksheet or from all the Worksheets into Datalake via Data Fabric Ingestion API. Please check the pre-requisites and instructions in the EXCEL Add-In before using this functionality.

Retrieve Data from Datalake

In this scenario, the user can retrieve the data from Datalake based on the query entered. This functionality is very much like Compass in Infor Data Fabric.

Add to Favourites

Now users can add their top 20 favourite queries and use them to get the data from Datalake. This is a very powerful feature for users to add/remove their favourite queries.

Initial Load Feature

Users can now mark up to five queries as "Initial Load," which will be automatically executed upon login. This new feature, accessible under 'View Favorites,' saves time by eliminating the need to manually execute the same queries every time you log in.

Enhanced Security Role

A new security role has been introduced, giving Admins greater control. Admins can now restrict users from pushing data to the Data Lake and limit them to only viewing data. This helps ensure data integrity and provides more control over sensitive information.

Bulk Retrieval Capability

The Add-In now supports bulk retrieval, allowing users to download up to 10,000,000 records at once. This enhancement dramatically improves the efficiency of data retrieval for large datasets and reducing wait times.

Initial Load Feature

Users can now mark up to five queries as "Initial Load," which will be automatically executed upon login. This new feature, accessible under 'View Favorites,' saves time by eliminating the need to manually execute the same queries every time you log in.

Favorite Page revamped

Favorite queries page has been revamped now where users can add the Query and give a specific name, check for the Initial load and provide the Limit and offset.

New Feature Alert - Query Generator

Using Query Generator users should now be able to select the table from the list and generate the query. Users can also save the query after preparing /generating and can use them for future reference.

Security Roles

EXCEL Add-In can be only used if the proper Mingle Security roles are defined. Please check the instruction page for more information

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