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brandimore's avatar
brandimore
Copper Contributor
Oct 03, 2023

Connect excel to RBC

Hi There - I am manually downloading my RBC transactions and putting them in one source excel file to use with PBI desktop.

 

I'd like to know if there's an option to connect Excel to RBC directly so that it can be a daily refresh.

 

Thank you

1 Reply

  • snmgl's avatar
    snmgl
    Brass Contributor

    You can connect to RBC data through ODBC or the official plug-in.

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