Excel Spreadsheet Automation with the QUERY Formula

Ready to get started?

Download a free trial:

Download Now

Learn more:

Excel Add-In for Acumatica

The Acumatica Excel Add-In is a powerful tool that allows you to connect with live Acumatica data, directly from Microsoft Excel.

Use Excel to read, write, and update Accounts, Bills, Customers, Leads, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Acumatica provides formulas that can edit, save, and delete Acumatica data. The following three steps show how you can automate the following task: Search Acumatica 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 Acumatica data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as AcumaticaConnection1, or a connection string. The connection string consists of the required properties for connecting to Acumatica data, separated by semicolons.

    Set the following connection properties to connect to Acumatica:

    • User: Set this to your username.
    • Password: Set this to your password.
    • Company: Set this to your company.
    • Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
      For example: https://acumatica.com/entity/Default/17.200.001/

    See the Getting Started guide in the CData driver documentation for more information.

  • 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 Acumatica data, such as Id.
  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.
  3. =CDATAQUERY("SELECT * FROM Events WHERE Id = '"&B5&"'","Url="&B1&";User="&B2&";Password="&B3&";Company="&B4&";Provider=Acumatica",B6)
  4. Change the filter to change the data.