# 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.

## 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.

## 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.

## Why Finance Teams Love ExcelFlux

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

### 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.

## 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.