Skip to main content

Using the Varicent Excel add-in

Varicent Incentives allows users to update and add data through Microsoft Excel using copy and paste, their native formulas, and a familiar interface.

Note

The Varicent Excel add-in is currently supported only for the Office 365 version of Excel.

To learn more about using the Varicent Excel add-in, take the Using the Excel Add-In in Incentives course.

Adding the Varicent Excel add-in

The Varicent Excel Add-in is available to all Incentives admin users. If you're an on-premise Incentives user, you may need to complete these steps before you can use the add-in: (Optional) Configuring the Excel Add-in.

Important

The Varicent Excel Add-in is not available for the Microsoft Excel mobile app.

  1. In the toolbar, click Office Add-ins.

    Tip

    If you're using the web version of Excel, you can find Office Add-ins under the Insert tab. If you're using the desktop version, you can find it under the Developer tab.

  2. In the Store tab, search for Varicent and then click Add.

  3. Click Continue to accept the license terms and privacy policy.

The Varicent tab will appear in the toolbar.

Important

If you're using an on-premise version of Incentives, the REST API and tenant services must be on the same domain. If your set-up separates these two components, the Varicent Excel Add-in will be unable to connect to your model.

Importing data from Varicent ICM

You can import data from Incentives to view or update your data in the Varicent Excel Add-in.

Important

The maximum number of rows you can import to Microsoft Excel is 1 million. The larger the data set, the longer the data will take to load in Excel.

  1. From Excel, open the Varicent add-in and click Import.

  2. Click Import ICM data.

  3. In the Varicent add-in sidebar, type in your username and password and then click Login.

    Tip

    If you are importing from Incentives, you must also add your host URL (the URL you use to log in to the Incentives application).

  4. If you're importing from Incentives select the model you want to import from and then select the data source you want to import. You can import tables, calculations, and data stores to Excel, but only tables can be updated and uploaded back in to Incentives.

  5. Click Import Data.

Uploading data from Microsoft Excel in to Varicent Incentives

After updating your data in Microsoft Excel, you can upload the changes back in to Incentives.

Important

Only tables can be uploaded back in to Incentives.

  1. From Microsoft Excel, open the Varicent add-in and click Upload.

  2. Select one of the menu options:

    1. Upload current sheet

    2. Upload all ICM data

  3. In the Varicent add-in sidebar, click Upload Data.

If a table is being edited in Incentives when it is uploaded from Excel, the user in Incentives will be prompted to refresh for the most up to date data.

Running calculations in the Varicent Excel add-in

You can run calculations from the Varicent Excel add-in.

  1. From Microsoft Excel, open the Varicent add-in and click Calculate.

  2. In the Varicent Excel add-in sidebar, type in your username and password and then click Login.

  3. Select a model to run a calculation on.

  4. Click Run calculation.

Important

If you exit Excel while the calculation is running, the calculation will continue running.

Refreshing data in the Varicent Excel add-in

Refresh your data in the Varicent Excel add-in often to ensure that it's always up to date.

  1. From Microsoft Excel, open the Varicent Excel add-in click Refresh.

  2. Select one of the menu options:

    1. Refresh current sheet

    2. Refresh all ICM data

Using filters in the Varicent Excel add-in

With the Varicent Excel add-in, you can add filters to your tables, calculations, and data stores to show only the data you want to see in Microsoft Excel.

  1. In Excel, open the Varicent add-in and click Import.

  2. Click Import ICM data.

  3. Select the model you want to import from and then select the data source you want to import.

  4. To create a new filter:

    1. From the Filter Data Source Before Import drop-down list, click Create new filter.

    2. Type a filter name.

    3. Select the column you want to filter.

    4. Choose what you want to filter by.

    5. Choose which operators you'd like to add to the filter.

    6. To add additional rules to the filter, click + Add rule and identify the conditions of the rule:

      • And will make the condition required

      • Or will make the condition conditional

    7. To add additional columns to the filter, click Add source column filter and repeat the above steps.

    8. Click Save.

  5. Select a filter from the Filter Data Source Before Import drop-down list.

  6. Click Import Data.

You can now apply the new filter to any data source that uses the same columns as the filter.

Editing filters in the Varicent Excel add-in

From Microsoft Excel, you can edit the filters you've created to use in the Varicent Excel add-in.

  1. In Excel, open the Varicent add-in and click Import.

  2. Click Import ICM data.

  3. Select the model you want to import from and then select the data source you want to import.

  4. From the Filter Data Source Before Import drop-down list, click the filter you want to edit.

  5. Click the Edit icon Multi-edit icon.

  6. Make the changes to your filter.

  7. Click Save.

To apply the updated filter criteria to your data source, refresh your data.

Deleting filters in the Varicent Excel add-in

From Microsoft Excel, you can delete the filters you've created to use in the Varicent Excel add-in.

  1. In Excel, open the Varicent add-in and click Import.

  2. Click Import ICM data.

  3. Select the model you want to import from and then select the data source you want to import.

  4. From the Filter Data Source Before Import drop-down list, click the filter you want to delete.

  5. Click the Edit icon Multi-edit icon.

  6. Click Delete.

  7. Click OK.

To remove the filter from your data source, refresh your data.

Updating table data in Excel

After you update your table data in Microsoft Excel using the Varicent Excel add-in, there are a few things you should be aware of when uploading these tables back in to Incentives.

Deleting rows from tables isn't supported when uploading back in to Incentives.

If a table in Excel includes a number with 15 or more digits, the number will be rounded at the 15th digit when you upload the table back in to Incentives. This is different from how Incentives handles numeric values. For more information, see: Table column types.

If you're updating an effective-dated table in Excel and you don't enter a specific end-date, the system will default to an end date of 12/31/9998 when uploaded back to Incentives.

To maintain the integrity of imported data with effective dates, each row with effective dates is locked. Only the effective end date can be edited. You can add data to effective dated tables in Excel by creating new rows at the bottom of the spreadsheet.

When data in a table is updated in Excel, it will appear on the Audit page as a change in the Composer module.