Use the Excel Client to connect Microsoft Excel directly to Epicor FP&A. The Excel Client can be installed from the FP&A web application or from a client installation page.
Use the default installation directory when installing the Excel Client.
In this article, we will cover:
Before You Begin
Verify whether your Microsoft Excel installation is:
64-bit
32-bit
To determine the Excel version:
Open Microsoft Excel.
Select File.
Select Account.
Select About Excel.
Review the version information.
Installing the Excel Client from Epicor FP&A
Use this method when you have access to the Epicor FP&A web application.
Installing the Client
Sign in to the Epicor FP&A web application.
Open the User Menu.
Select Install Excel Client.
Verify whether your Excel installation is 32-bit or 64-bit.
Download the Excel Client that matches your Excel version.
If you use a shared or public account, download the corresponding shared client package.
Run the installer.
Follow the installation prompts.
Keep the default installation directory.
-
Complete the installation.
The Excel Client is installed and available within Microsoft Excel.
Installing the Excel Client from a Workstation
Use this method when you have access to the client installation page.
Installing the Client
Open a web browser on the workstation that has Microsoft Excel installed.
Navigate to the Excel Client installation page provided by your administrator.
Locate the installation links at the bottom of the page.
Select the installer that matches your Excel version.
When prompted, select Run.
Follow the installation prompts.
-
Complete the installation.
The Excel Client is installed and ready for use.
Choosing the Correct Installer
Select the installer that matches your Microsoft Excel version.
| Excel Version | Installer |
|---|---|
| Excel 64-bit | Excel Client 64-bit |
| Excel 32-bit | Excel Client 32-bit |
| Excel 2003 (no Ribbon) | Excel Client 32-bit |
Troubleshooting
| Issue | Resolution |
|---|---|
| Excel Client does not install | Verify that you downloaded the installer that matches your Excel version. |
| Excel functionality is unavailable after installation | Verify that the installation completed successfully and restart Excel. |
| Unsure which installer to use | Check the Excel version from File > Account > About Excel. |
Best Practices
Use the default installation directory.
Verify the Excel bit version before downloading the installer.
Download the installer from the Epicor FP&A web application whenever possible.
Use the shared installer only when required for shared or public accounts.
Additional Information
The Excel Client can be installed from either the Epicor FP&A web application or a client installation page.
Installation packages are available for both 32-bit and 64-bit versions of Microsoft Excel.
Selecting the correct installer version is required for a successful installation.