Datarails provides an option to open and edit Excel files stored on the platform directly in Microsoft Excel Online. This guide outlines the process to use this feature.
Overview
Datarails allows users to edit files in their browser using Microsoft Excel Online. Changes can be easily saved back to the Datarails platform. This feature enhances collaboration and streamlines the workflow for FP&A teams.
Note: File types such as .csv and .xlsb are not supported by Microsoft Excel for Web and cannot be edited online. Supported file types include: .xlt, .xlm, .xla, .xlsx, .xlsm, .xltx, .xltm, and .xlam.
Activate Excel Online Integration
To use this feature, the "Edit_With_Excel_Online" feature flag must be activated. If you need it activated, contact your Customer Success Manager (CSM).
When the feature flag is active, navigate to the organization settings dialog and locate "Microsoft Office Support for Excel Online". Ensure this option is enabled.
From the drop-down menu, select "Datarails" if you do not have a Microsoft account, or select your own domain if you do.
Accessing Excel Online Based on Email Setup
There are two main scenarios depending on your email setup:
- Users with Microsoft Email Accounts:
- Use your Microsoft credentials (username and password) to log in to Excel Online.
- Users Without Microsoft Email Accounts:
- Datarails will provide you with a Microsoft username and a temporary password. If you did not receive this information, please contact your Customer Success Manager (CSM) or our support team for assistance.
- The username is displayed in the dialog box before being redirected to Excel.
- When you first log in to Excel Online, you will be prompted to change your password.
- Important: Save your new password securely. If you lose it, contact Datarails support for assistance.
How to Open Files in Excel Online
From the Workspace
- Navigate to the Workspace.
- Locate the file you wish to open.
- Click on the "Edit" option.
- Log in using your Microsoft credentials or the credentials provided by Datarails.
- Start editing your file directly in Excel Online. Once your edits are complete, submit the changes back to Datarails using the "Submit" button in the Flex add-in.
From the budget module, workflow and task management
- Locate the file you wish to open.
- Use the small "pencil" icon on the left side in the budget files page, or find the "edit online" option in the triple dots menu.
- Log in using your Microsoft credentials or the credentials provided by Datarails.
- Start editing your file directly in Excel Online. Once your edits are complete, submit the changes back to Datarails using the "Submit" button in the Flex add-in.
Changing Your Password (Microsoft accounts provided by Datarails)
- Upon receiving your Datarails-provided credentials, log in to Excel Online.
- Follow the prompt to change your temporary password.
- Save the new password securely.
- If you forget your password, contact Datarails support for assistance.
Datarails Flex Add-in
The Datarails Flex Add-in enhances your workflow by allowing you to seamlessly submit files back to Datarails and ensuring you are always working with the most up-to-date data. Here is how to use it:
Install the Flex Add-in
- Open the relevant file in Excel.
- Navigate to the "Home" tab on the Excel ribbon. The Datarails icon should appear on the right side of your Home ribbon. If it does not appear:
- Go to the Microsoft Office Store via Excel's "Home" ribbon. select "Home" > "Add-ins" > "More Add-ins".
- Search for "Datarails Flex".
- Install the add-in.
- Once installed, the Flex Add-in will appear in your Excel toolbar.
- If you are logged into Microsoft using a user account provided by Datarails, you may be prompted to log in to Datarails using your original Datarails credentials.
- Go to the Microsoft Office Store via Excel's "Home" ribbon. select "Home" > "Add-ins" > "More Add-ins".
Refresh Your Data
- The Flex Add-in ensures that you’re always working with the latest version of your data.
- Use the "Refresh" option in the add-in to pull the most up-to-date information from Datarails into your Excel file.
Submit Files to Datarails
- Open the relevant file in Excel.
- Make sure you are logged in.
- Make your edits as needed.
- Use the "Submit" button in the Flex Add-in to save your changes directly to Datarails.
Tips for a Smooth Experience
- Ensure the "Excel Online" feature is activated for your account by confirming with your CSM.
- Request your Microsoft admin to deploy the Datarails Flex Add-in to all relevant users in your organization.
- If your Microsoft Excel account is provided by Datarails, ensure that you save your password securely after your first login.
For further questions, please contact the Datarails support team or your CSM for assistance.
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