Question

REST Error when trying to Connect

  • 17 November 2021
  • 2 replies
  • 1164 views

We are working on making some customized executive reports. Mostly Finance/Sales right now. We have the BAQs written and they show what we want but the Executives arent super fond of the EDD Graphs and want to use either PowerBi or Excel. I read that you can connect your BAQs to Excel/PowerBi through REST but when i try to get to web address I enter my credentials and get this error.

 

This XML file does not appear to have any style information associated with it. The document tree is shown below.

 

Any help would be greatly appreciated 

 


2 replies

There are a few things at play with Microsoft. First, you must have a valid SSL certificate installed for your instance, not just a cert from your local domain cert CA, but a publicly signed cert. We are SaaS so Epicor handles this already. This is a Microsoft Excel need. 

Second, Excel cannot handle parameters given at this time so REST V2 is out the door because it requires the API key. This is an Excel issue not an Epicor issue. 

Lastly if you are using the REST API Help to build you URL, don’t forget to remove the company parameter at the end as well. https://Server/instance/api/help/v1/.

Our URL looks like this - https://Server/instance/api/help/v1//BaqSvc/Budget where Budget is the name of the BAQ. 

Here is a link to the Epicor KB on connecting https://epiccare.epicor.com/epiccare?id=epiccare_kb_article&sys_id=91af8b7b1bb4e8d0c512c5d96e4bcb0e

Once you are set with the connection and BAQ in Excel go to the Data Tab - Get Data - From Other Sources - from OData Feed. Enter your URL from above and Epicor credentials to login. These are machine remembered credentials so if you send the sheet to someone else, they will need to login. 

PowerBI is similar, in importing. 

Userlevel 3

@ajohnson

you can bypass API key requirement for REST V2 by altering the config file on the server for your data instance

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