Connect Grunddata to Excel with OData

A familiar way to work with trusted data

Grunddata exposes a read-only OData feed for Excel, Power Query, and Power BI. The feed is built from your configured views, so the fields available in Excel are intentional and governed rather than a direct dump of every table.

This is useful when business users want to analyse or use business and reference data in Excel while the controlled system of record remains Grunddata.

Before you begin

Make sure that:

• Your Grunddata administrator has created a view for the data you need.
• You have access to the customer environment through Microsoft Entra ID.
• You have the OData service root for your environment. It normally ends in /odata/.

Depending on the deployment, the URL may look like one of these:

https://<your-customer-api-host>/api/odata/
https://<your-customer-api-host>/odata/

Use the exact URL supplied for your environment. Do not replace the service root with the name of a table or view.

Connect from Excel

1. Open Excel and select Data -> Get Data -> From Other Sources -> From OData Feed.
2. Enter the service root URL, including the trailing /odata/.
3. When Excel asks how to authenticate, choose Organizational account and select Sign in.
4. Sign in with the Microsoft Entra account that has access to the Grunddata environment.
5. In the Navigator, choose the view you want to use and preview its fields.
6. Select Load to bring the data into Excel, or choose Transform Data if you want to shape it first in Power Query.

The views shown in the Navigator are the OData contracts configured for your environment. A table does not appear automatically just because it exists; it needs a view.

Refresh the data

Once the feed is loaded, use Data -> Refresh All to request the current active records from Grunddata. You can also configure refresh behaviour in Excel for workbooks that are used regularly.

OData is read-only. Use the Grunddata web application, Excel add-in, or Google Sheets add-on when you need to create or update records.

Keep the model useful

Views can expose system fields such as SourceId, Code, Name, Version, and CreatedAt, along with the attributes your team has selected. For domain attributes, Grunddata can expose fields such as CounterpartyCode and CounterpartyName, which makes the result easier to read in a spreadsheet.

If you only need a subset of fields or rows, filtering at the source keeps the workbook smaller. For example:

https://<your-customer-api-host>/odata/AccountsView?$select=Code,Name,CurrencyCode

In most cases, start with the service root in Excel so the Navigator can discover every view you are allowed to use.

When something does not appear

If the feed contains no views, ask your administrator to create or publish a view. If Excel cannot authenticate, confirm that you selected Organizational account and that your signed-in account belongs to the correct Microsoft Entra tenant.

The URL path can also differ between deployments: a reverse proxy may add /api before /odata. Ask for the customer API base URL rather than guessing the path.

For more about views and integrations, read the product overview or start a conversation with the Grunddata team.