Migrate Microsoft Excel to Enhanza generation 2

BI tools Microsoft Excel
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From October 1, 2023, Enhanza has migrated to our generation 2 platform. If you were already using Microsoft Excel to connect to your data with Enhanza, you will need to modify your Excel file(s).

Read about all the improvements that comes with Enhanza 2.0.

Two alternatives

You have two alternatives.

  1. Reconnect. (Recommended!)
  2. Modify existing connections/tabs

1. Reconnect

Simply reconnect to the table of your choice, using this guide.

2. Modify existing connections/tabs

This is only recommended if you have stuffed your Excel file filled with formulas that you don’t want to change the references in.

:mega: Important: Test the below process before in a separate copy of your production file.

Create parameters

Click “Manage Parameters”.

Excel parameters
Excel parameters1188×220 22.1 KB

Create the two parameters workspaceId and project, both with type “Text”.

You find your unique workspaceId in your Enhanza Workspace .

For the project parameter, use “enhanza” as Current Value.

parameters
parameters690×750 18.5 KB

Update queries

Right click on one of the tables to the right and click “Edit”.

Then click “Advance Editor” to reach the query.

excel-advanced-editor
excel-advanced-editor1854×462 50.8 KB

For each table view, use the Advance Editor to apply the new parameters. See example below for table dim_articles.

powerbi-advanced-editor-enhanza-fortnox
powerbi-advanced-editor-enhanza-fortnox2030×1324 157 KB

As example, the former query for dim_company_settings below…

let
    Source = Odbc.DataSource("dsn=Google BigQuery", [HierarchicalNavigation=true]),
    #"enhanza-elt_Database" = Source{[Name="enhanza-elt",Kind="Database"]}[Data],
    fortnox_api_Schema = #"enhanza-elt_Database"{[Name="fortnox_api",Kind="Schema"]}[Data],
    company_settings_View = fortnox_api_Schema{[Name="company_settings",Kind="View"]}[Data]
in
    company_settings_View

… should be replace with this query.

let
    Source = Odbc.DataSource("dsn=Google BigQuery", [HierarchicalNavigation=true]),
    #"enhanza-elt_Database" = Source{[Name=project,Kind="Database"]}[Data],
    fortnox_api_Schema = #"enhanza-elt_Database"{[Name="fortnox_api_" & workspaceId,Kind="Schema"]}[Data],
    company_settings_View = fortnox_api_Schema{[Name="company_settings",Kind="View"]}[Data]
in
    company_settings_View

Go over all tables and apply the same changes. Then click “Close & Apply”.

Done! Now you should be able to access your data from your new Enhanza Workspace.