Excel: Sales Orders

Customer purchase orders, one row per order line

One row per customer order line: PO number and date, order status, the customer, line number, the part, pack and minimum-ship quantities, container type, the customer's own ship-to PO number, terms, FOB, carrier, expiration date, and the open, completed and cancelled status flags.

Those flags come from Plex's own PO-status table rather than from a hardcoded list of status keys, so ?open_only=true means the same thing in your tenant as it does in ours.

Take the .xlsx link rather than .csv. Part numbers that start with a zero are common, and CSV carries no type information, so Excel would quietly turn 00124735 into 124735. The xlsx feed keeps it as text.

How to connect it

Open the script, click Connect to Excel and copy the link. In Excel, Data → From Web, paste, choose Anonymous, and Load. From then on Refresh All re-runs the query — there is no exported file to hunt down, nothing is scheduled and nothing is emailed around.

How current is it?

This table reads Plex over its ODBC reporting connection, not the live transactional system. That copy can trail production by up to about four hours, so treat the numbers as recent rather than real-time. Refreshing re-runs the query, but it re-runs it against the same reporting copy — it does not reach past it.

That is the right trade for reporting, review meetings and models. Anything that has to be accurate to the minute — shipping a container, releasing a job — belongs in Plex itself, not in a workbook.

Filters

Every input is an optional URL query parameter on the link, so one script serves a whole team: two sheets can be the same feed with different values. For example ?customer=VALUE&part_no=VALUE.

What this installs

The Excel Data - Sales Orders script and one saved SQL query it runs on. The SQL lives in the SQL editor, so a column you want added is an edit in one place that every workbook picks up on its next refresh. The table has 24 columns as shipped, and no row cap — a cap would truncate silently and the workbook would look complete.

What you need

One ODBC credential pointed at your Plex reporting connection. The install wizard asks for it once and applies it to the query. If you do not have one yet, create it first in Script Engine → Credentials with type odbc.