Hello Derek13,
Please try the following:
1. Open excel and select - data - get data - from other sources - odata feed
2. Enter the URL of your machine enter a forwardslash and data. Example: ...cloudax.dynamics.com/data
3. Connect to your machine and login
4. Search for the data entity 'GeneralLedgerActivities' and add it to your excel document
(Note: You might also want to add the ledgers and the main account entities if you want to calculate balances over a specific period)
5. Select Load
6. Design your worksheet by entering the data you want to analyze in a pivot chart.
7. After posting new data, hit refresh in excel
Note: Refreshing the excel workbook might take long especially if you have a lot of data because all data are pushed there every time you hit refresh. What might be better is designing a PowerBI report that usually works much faster.
Best regards,
Ludwig
