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Part of the EverQuery Platform

Your EverQuery Data,
Right Inside Excel

ExcelFlux is the Excel Add-in for EverQuery. Browse your saved queries, set parameters and pull live data straight into your spreadsheet — formatted, tabled and ready to analyse.

Excel spreadsheet receiving live data from EverQuery cloud database
Features

Everything You Need, Nothing You Don't

ExcelFlux gives your team the power to pull EverQuery data into Excel without leaving their spreadsheet. No exports, no copy-paste, no hassle.

Query Explorer

Browse all your saved EverQuery queries in a clean, categorised sidebar — right inside Excel. Find what you need in seconds, grouped by department or function.

One-Click Execution

Select a query, supply parameters if needed and hit Run. Results flow directly into your worksheet — headers, data, formatting and all. No intermediate steps.

Smart Formatting

Currency, percentages and numbers are automatically formatted. Data lands as a proper Excel Table with bold headers — ready for pivots, charts or further analysis.

Secure API Key Authentication

Connect securely using your EverQuery API key. Credentials are stored in Office’s cloud-synced RoamingSettings — encrypted, device-portable and never exposed.

Dynamic Parameters

Queries with parameters present a clean dialog for dates, numbers, text or boolean filters. Set your criteria and run — no SQL knowledge required.

Ribbon Integration

ExcelFlux adds dedicated buttons to Excel’s Home ribbon tab — Query Explorer, Run and Settings. No separate panel to open; it feels native because it lives where you work.

How It Works

From Query to Spreadsheet in Four Steps

ExcelFlux keeps things simple. Your team gets the data they need without leaving the tool they already know.

1

Connect

Enter your EverQuery API URL and API key. ExcelFlux validates the connection before saving your credentials securely.

2

Browse

Open the Query Explorer sidebar to see all your saved EverQuery queries, neatly organised by category.

3

Configure

Select a query. If it has parameters — date ranges, cost centres, account codes — fill them in via a simple dialog.

4

Execute

Click Run. Your data appears instantly in the active worksheet as a formatted, named Excel Table. Done.

Benefits

Why Finance Teams Love ExcelFlux

ExcelFlux bridges the gap between your preserved ERP data and the reporting tool your team already uses every day.

Finance professional working with Excel pivot tables, charts and data analysis on a laptop

Save Hours Every Week

No more exporting CSVs, reformatting columns or copy-pasting between systems. Data arrives formatted as an Excel Table, ready for pivots, charts or further analysis.

Empower Non-Technical Users

Anyone who can use Excel can pull EverQuery data. No SQL, no database tools, no training required — just point, click and analyse.

Enterprise-Grade Security

API key authentication with tenant isolation. Credentials stored in Microsoft’s cloud-synced, encrypted RoamingSettings. HTTPS everywhere.

Works Where You Work

ExcelFlux sits in Excel’s ribbon — the tool your team opens first thing every morning. Query Explorer, Run and Settings stay one click away, with zero context-switching or friction.

Always Up to Date

Every query pulls live data from EverQuery. No stale spreadsheets floating around — always the latest figures, always accurate.

Preserve Your Investment

EverQuery preserves your Unit4 ERP data. ExcelFlux makes that preserved data accessible in the format your team knows best — a spreadsheet.

Your Data, Your Way

Access Any Query Saved in EverQuery

From general ledger balances to purchase order histories, any query your team has built in EverQuery is instantly available inside Excel.

Financial Reports

GL balances, budget vs actuals, trial balances, journal entries — pull your finance data with proper currency formatting applied automatically.

Procurement & AP

Purchase orders, supplier ageing, invoice registers — all the accounts payable data your team needs, formatted and tabled in seconds.

HR & Payroll

Employee records, payroll summaries, absence reports — any HR query saved in EverQuery is one click away from a formatted spreadsheet.

Ready to Bring Your Data Into Excel?

ExcelFlux is included with your EverQuery subscription. Contact your administrator for an API key and start pulling data today.

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