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1. Go to Master Data > Excel Client. The PriceFxClient.xlsm file is downloaded.

2. Open it in MS Excel and click Enable Editing and Enable Content to be able to use the Pricefx functionality.

3. The Excel Client will automatically try to log you in based on your web based session information. Should this fail, you will be asked to log in using your credentials.

4. 'Pricefx' appears in the Excel menu.

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Update Data

Using the Manage menu you change, delete and add data for various Pricefx objects.

1. As a prerequisite, make sure the table you want to manage is not empty in Pricefx. If it is, it will be listed in the Excel Client but the download action will result in an empty sheet without the expected columns being visible. You need to go to Pricefx and ensure that the table has at least one row of data.

2. Open the Excel Client. 

3. From the Manage menu select a table you wish to work with. The following objects can be handled by the Excel Client: Users, User Groups, Products, Product Competition, Product Reference, Product BoM, Product Text, Customer, Price Record, Data Source (read only), Data Change Requests, Product Extension, Customer Extension, Company Parameter, Manual Price List, Price List, Simulation, Live Price Grid.
   When it comes to fetching the table values for the drop-down menu in Excel Client, there is a MS Excel limit of 32,767 items which can be displayed there.

   • For some of the tables you can select whether you want to download all rows or limit it by one or more filters. Note that not all operators available in Pricefx are available in the Excel Client.

   • If the downloaded data contains time fields, they are converted (just like in the application UI) to the browser's timezone. This is different from the behavior of the 'download to XLS' functionality available throughout the application (this download converts time to the UTC timezone). 

4. Modify the data in Excel as needed. 

   • To update data – Update the values in individual cells. The row will be marked with a yellow flag "C" (changed).  Do not just paste over the existing lines, as the update on the server may not succeed. It is best to keep the same order of lines and update only attributes, not keys.

   • To delete data – In the 'delete' column enter Yes on the given line. This value can be copied into multiple lines. The row will be marked with a blue flag "D" (deleted). Some tables do not allow for deletion (Price List or Live Price Grid tables); where possible this has to be done through the UI. If there is a timestamp type of column and you have applied a filter to it (directly in the Excel sheet), this filter is not kept after the delete operation is completed (i.e., after you click 'Update Server').

   • To add data – Create new lines in Excel. The row will be marked with a yellow flag "N" (new). Some tables do not allow for additions (Price List or Live Price Grid tables); where possible this has to be done through the UI. See the notes below for important information on data handling and validation.

5. Click the Update Server option. When the data is synchronized with the Pricefx server, the change flags on each line disappear.

6. If you want to continue editing another object, click the Clear Data option and in the Manage menu select the table to work with. Clear Data has no effect on data on the Pricefx server; it just clears the Excel sheet. It does not reload the meta info (unlike the Force full login option).

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