Here we have a scenario which is a simple scenario and it uses Excel data provider. So when we log in to Acumatica and then go in that section, we click on Upload File Version button from the toolbar. It opens a popup and ask to upload an Excel file. Once

The inquiry is called BI-CreationDate in the sample data. Tip 2: Simple KPIs. Use Excel spreadsheets to import data that is not available through an Acumatica inquiry. In many examples, I use a spreadsheet (included in Acumatica demo data) that includes b

Sales Quotes) to an Excel file where the columns of the Excel file match fields of an Acumatica form (eg the sales quote form). You create a data provider for that Excel sheet. That data provider will read the Excel column headings. Using the Acumatica Ex