Excel Spreadsheet Automation with the QUERY Formula

The CData Excel Add-In for MYOB AccountRight provides formulas that can edit, save, and delete MYOB AccountRight data. The following three steps show how you can automate the following task: Search MYOB AccountRight data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

• Query: The declaration of the MYOB AccountRight data records you want to retrieve or the modifications to be made, written in standard SQL.

• Connection: Either the connection name, such as MYOBConnection1, or a connection string. The connection string consists of the required properties for connecting to MYOB AccountRight data, separated by semicolons.

  These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

  • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
  • User: The username associated with your company file.
  • Password: The password associated with your company file.

  Connecting to a Cloud Instance

  To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

  Connecting to an On-Premise instance:

  When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

  • InitiateOauth: Set this to OFF.
  • Url: The Url of your MYOB instance.
• ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search MYOB AccountRight data, such as Type.
2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
=CDATAQUERY("SELECT * FROM Accounts WHERE Type = '"&B7&"'","OAuthClientId="&B1&";OAuthClientSecret="&B2&";CompanyFileId="&B3&";CallbackURL="&B4&";User="&B5&";Password="&B6&";Provider=MYOB",B8)
3. Change the filter to change the data.