Importing Data into Excel

The process of importing the data will be different depending on the version of Excel being used. I have found for it to work with 365, I need to import data from web using Excel’s legacy wizard.

Run desired report and click button (if the button doesn’t seem to work due to compatibility issues, the url can be copied and pasted)

Open new worksheet in Excel

In Excel if you go File/Options/Data click the tick box for the legacy import wizard from web. If your IT team control the setting then they would need to help with this.

Then in the data menu you should be able to choose get date from web legacy as shown below and the process should then be as it was before.

 Paste URL / Click Go / enter login details 

 Click on the import

 Click OK and data should populate

When data is imported into Excel it should allow you to save a report and then refresh the data within it. 

As it’s possible to save reports as templates within HPA2 most clients choose to not go down this path and simply copy and paste data from our reports into Excel to avoid the process of importing the data.

Possible error message

If you see the following error displayed in the below screenshot, then please try following the steps below to resolve:

1) Select the Start/Windows button in the bottom left and search for the Control Panel and click on it

2) In the new window click Internet Options

3) In the new window that opens up, click Advanced
 4) Scroll down, until you see the option 'Do not save encrypted pages to disk' and select to untick it, if it is ticked

5) Finally, select Apply and then OK