Adding and activating a profile

Necessary steps to add or activate a profile in Q&A Excel Web Add-in.

Make sure that:
  • Workbook format is .xlsx.
  • You are not in edit mode while using any of Q&A Excel Web Add-in functions.
  1. Access Q&A Excel Web Add-in.
  2. Click Add-ins in the Insert tab.
  3. Search for Query & Analysis Excel Web Add-in in the Store tab and click Add.
  4. Click Authenticate in the Query & Analysis tab.
  5. Click Environment and select one of the existing authorized profile files or click Upload to add new profile file.
    Note: Profile files must have .json extension. Log in to Infor OS Portal and download it from the Q&A management page.
  6. Select a tenant to access from the list and click Back.
  7. Click Sign In, specify your login credentials, and then click Sign In again.
    Once your profile is authenticated, the Sign In and Environment buttons are replaced with the Sign Off button.
    Note: To create more than one profile, follow the same process for each profile.