Set Up Desktop Integration for Excel

You can create or edit records and upload them to the application using integrated Excel workbooks. To use these workbooks, you must install an Excel add-in.

Note:

Every release of Oracle Fusion Cloud Applications is likely to have a new version of the Oracle ADF Desktop Integration add-in. When prompted, install the latest version of the add-in.

• For information on the new version, see the relevant What’s New document.
• For information on the upgrade policy for the Oracle ADF Desktop Integration add-in, see: Add-In Upgrade Policy for ADF Desktop Integration (DOC ID 2242879.1) on My Oracle Support.

Install or Upgrade the Desktop Integration Add-In

To install or upgrade the Oracle ADF Desktop Integration Add-In for Excel, you must have the appropriate Excel and Windows version. See: Supported Platforms for ADF Desktop Integration (DOC ID 2242428.1) on My Oracle Support. Also, make sure that you have the Download Desktop Integrator (ATK_DOWNLOAD_DESKTOP_INTEGRATOR_PRIV) privilege to access the add-in installer.

1. Sign into your computer with your account.

2. Close Excel.

3. Click Navigator > Tools > Download Desktop Integration to download the installer file.

4. Run the adfdi-excel-addin-installer-current-user.msi installer just like you would run any program that you install on your computer.

5. Run Excel once to complete the installation.

Note:

If you have administrator privileges, you can also install the add-in for all users. For more information, see: How to install the ADF Desktop Integration Add-in for Excel (DOC ID 2681794.1) on My Oracle Support.