Access Live Adobe Experience Manager Data in Excel 365 Online (Excel for the web)

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Adobe Experience Manager data from Excel 365 Online (Excel for the web) with CData Connect AI.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Adobe Experience Manager data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Adobe Experience Manager within your Connect AI instance and accessing live Adobe Experience Manager data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for Adobe Experience Manager, allowing you to easily access live Adobe Experience Manager data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Adobe Experience Manager, leveraging server-side processing to quickly return Adobe Experience Manager data.

This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure Adobe Experience Manager Connectivity for Excel

Connectivity to Adobe Experience Manager from Excel is made possible through CData Connect AI. To work with Adobe Experience Manager data from Excel, we start by creating and configuring a Adobe Experience Manager connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Adobe Experience Manager" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Adobe Experience Manager.

    The driver connects to Adobe Experience Manager (AEM) instances that expose the JCR repository over WebDAV. It supports both on-premises AEM and AEM as a Cloud Service deployments.

    To establish a connection, set the following properties:

    • URL: The WebDAV-enabled JCR server URL.
      • AEM as a Cloud Service: https://author-pXXXXX-eXXXXX.adobeaemcloud.com/crx/server
      • Local development: http://localhost:4502/crx/server
    • User: Your AEM username.
    • Password: Your AEM password.

    Note: Tables are dynamically generated based on the JCR repository structure. Ensure that the configured user has sufficient permissions to access the required content paths in the AEM repository.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Adobe Experience Manager Connection page and update the User-based permissions. Updating permissions

With the connection configured, you are ready to connect to Adobe Experience Manager data from Excel for the web.

Access Live Adobe Experience Manager Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Adobe Experience Manager data.

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Spreadsheets Add-In and install the Add-in. Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance Authorizing the Add-In
  6. In the CData Connect Spreadsheets panel in Excel, click Import CData Connect AI panel in Excel
  7. Choose a Connection (e.g. AdobeExperienceManager1), Table (e.g. Content), and Columns to import CData Connect AI panel in Excel
  8. Optionally add Filters, Sorting, and a Limit Choosing a Connection, Table, and Columns
  9. Click Execute to import the data Executing the Query

Live Access to Adobe Experience Manager Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Adobe Experience Manager data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Imported data (Salesforce is shown)

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.

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