Excel: Customer Master

The Plex customer master as a refreshable Excel and Power BI table

The customer master, one row per customer: code and name, status, customer and business type, phone, fax, email and web address, terms, payment method, tax ID, discount, customer-since date, the alternate codes, and the add and change dates.

Rows Plex has soft-deleted are excluded, so the workbook matches what the Customers screen shows.

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&status=VALUE.

What this installs

The Excel Data - Customers 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 18 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.