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Author's profile photo Kennedy Thomas

How to Configure Excel for SAP Business One

How to Configure Excel for SAP?

SAP Business One integrates very well with the Microsoft Office suite.

However, for SAP Business One to properly export data and launch Microsoft Excel, several options must be selected. The following selections help to automate the export from SAP Business One to Microsoft Excel.

Step 1 –Open Microsoft Excel and edit the Excel Options.

Step 2 – Select and Enter the Trust Center Settings

Step 3 – Select the following Trust Center Settings

Now select “OK” to save your changes.

SAP Business One should now properly work with Microsoft Excel

• Exporting queries to Excel

• Exporting forms to Excel

• Exporting reports to Excel

* Note, this process must also be followed when enabling XL Reporter.

** If Microsoft Excel still does not properly work with SAP Business One, check the Administration > System Initialization > General Settings > Path tab for the definition of a proper path to the Excel directory.

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      Author's profile photo Former Member
      Former Member

      Hi Kennedy,

      Thanks for you info.


      Shanmugam V.

      Author's profile photo Saad Omair
      Saad Omair

      Thank you Kennedy

      Author's profile photo Former Member
      Former Member

      Dear Kennedy,

      I am using EXCEL for querying the SAP. In the object module, I see the SDK Modules.
      Can you teach me how to use SDK with Macro VBA ?

      Petrus FR