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Get the Report →How to Use CData Connect to Access Live SharePoint Excel Services Data in Power Automate
CData Connect for SharePoint Excel Services enables you to integrate SharePoint Excel Services data into workflows built using Microsoft Power Automate Desktop.
CData Connect enables you to access live SharePoint Excel Services data in workflow automation tools like Power Automate. This article shows how to integrate SharePoint Excel Services data into a simple workflow, moving SharePoint Excel Services data into a CSV file.
CData Connect provides a pure SQL interface for SharePoint Excel Services, allowing you to easily integrate with live SharePoint Excel Services data in Power Automate — without replicating the data. Connect looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to SharePoint Excel Services, leveraging server-side processing to quickly return SharePoint Excel Services data.
Create a Virtual SQL Database for SharePoint Excel Services Data
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Log into Connect Server and click Connections.
- Select "SharePoint Excel Services" from Available Data Sources.
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Enter the necessary authentication properties to connect to SharePoint Excel Services.
The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.
- Click Save Changes
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.
How to Integrate SharePoint Excel Services Data into Power Automate Workflows
After configuring CData Connect with SharePoint Excel Services, you are ready to integrate SharePoint Excel Services data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.
In the flow editor, you can add the actions to connect to SharePoint Excel Services, query SharePoint Excel Services using SQL, and write the query results to a CSV document.
Add an Open SQL Connection Action
Add an "Open SQL connection" action (Actions -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:
- On the Provider tab: select Microsoft OLE DB Driver for SQL Server
- On the Connection tab:
- Select or enter a server name: set to the address and port of the SQL (TDS) endpoint of CData Connect, separated by a comma (e.g. localhost,8033)
- Enter information to log onto the server: select "Use a specific username and password" and use CData Connect credentials
- Select the database: use the database configured above (e.g. ExcelServices1)
- Click "Test Connection" to ensure the connection is configured properly
- Click "OK"
After building the connection string in the Data Link Properties wizard, save the action.
Add an Execute SQL Statement Action
Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.
- Get connection by: SQL connection variable
- SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
- SQL statement: SELECT * FROM Account
After configuring the properties, save the action.
Add a Write to CSV File Action
Add a "Write to CSV file" action (Actions -> File) and configure the properties.
- Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
- File path: set to a file on disk
- Configure Advanced settings as needed.
After configuring the properties, save the action.
Add a Close SQL Connection Action
Add a "Close SQL connection" action (Actions -> Database) and configure the properties.
- SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
After configuring the properties, save the action.
Save & Run the Flow
Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.
Now you have a workflow to move SharePoint Excel Services data into a CSV file.
With CData Connect, you get live connectivity to SharePoint Excel Services data within your Microsoft Power Automate workflows.
Related Power Automate Articles
This article walks through using CData Connect Server with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):