The first thing that you need to do is to use the dataverse.
Also you need to have data verse to have the data :)
You need to have the related data entities to work on them.
Rest is pretty easy.
You need to accept the usage of the Finance Agents.
Then you import the data
Write down the WEB API URL ending with /data
Then select the entity, you want to work on...
The you can use "Load" to load data into Excel.
Now you are ready for the magic of the agents :)
