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Excel Spreadsheet Automation with the QUERY Formula

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

The CData Excel Add-In for Adobe Analytics provides formulas that can edit, save, and delete Adobe Analytics data.The following three steps show how you can automate the following task: Search Adobe Analytics 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 Adobe Analytics data records you want to retrieve, written in standard SQL.
  • Connection: Either the connection name, such as AdobeAnalyticsConnection1, or a connection string. The connection string consists of the required properties for connecting to Adobe Analytics data, separated by semicolons.

    Adobe Analytics uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the "Getting Started" section of the help documentation for a guide.

    Retrieving GlobalCompanyId

    GlobalCompanyId is a required connection property. If you do not know your Global Company ID, you can find it in the request URL for the users/me endpoint on the Swagger UI. After logging into the Swagger UI Url, expand the users endpoint and then click the GET users/me button. Click the Try it out and Execute buttons. Note your Global Company ID shown in the Request URL immediately preceding the users/me endpoint.

    Retrieving Report Suite Id

    Report Suite ID (RSID) is also a required connection property. In the Adobe Analytics UI, navigate to Admin -> Report Suites and you will get a list of your report suites along with their identifiers next to the name.

    After setting the GlobalCompanyId, RSID and OAuth connection properties, you are ready to connect to Adobe Analytics.

  • 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 Adobe Analytics data, such as City.
  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 AdsReport WHERE City = '"&B6&"'","GlobalCompanyId="&B1&";RSID="&B2&";OAuthClientId="&B3&";OauthClientSecret="&B4&";CallbackURL="&B5&";Provider=AdobeAnalytics",B7)
  4. Change the filter to change the data.