Using Excel with Donorfy

You can use Excel to analyse or create visualisations based on your data by connecting Excel to the Donorfy data service.

The Donorfy data service uses OData to provide data to Excel - depending on the version of Excel you have you may need to download a plugin from the Microsoft website to allow Excel to work with OData.

Excel will retrieve data via the Donorfy data service, to use the data service you will need to find your API key - see this article for help with that.

Your link to the Donorfy data service will be https://data.donorfy.com/odata/<your api key> e.g. if your api key was abcdefgh your link would be https://data.donorfy.com/odata/abcdefgh

From the Data tab in Excel choose 'From Other Sources' in 'Get External Data' section, from the list displayed choose 'From Odata Data Feed'

From the Data Connection Wizard enter the link to Donorfy data service and enter your user name and password

Next you will have to select the data sources (tables) you want to work with, once your have done that you can then create tables, charts and pivot tables

 Errors Reading Data

Occasionally we have encountered error messages opening oData feeds from the Data tab in Excel similar to the example below

These appear to be caused by the way Excel samples the data - the only work arounds we have found are to 

  1. Install Power Query into Excel and use that to read in the data
  2. Use an alternative tool - such as Power BI

 

Have more questions? Submit a request

Comments

Powered by Zendesk