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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 Alfresco provides formulas that can edit, save, and delete Alfresco data.The following three steps show how you can automate the following task: Search Alfresco 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 Alfresco data records you want to retrieve, written in standard SQL.
  • Connection: Either the connection name, such as AlfrescoConnection1, or a connection string. The connection string consists of the required properties for connecting to Alfresco data, separated by semicolons.

    To connect to Alfresco, the following connection properties must be supplied: User, Password, and InstanceUrl. User and Password correspond to the login credentials that you use to access Alfresco in a web browser. InstanceUrl corresponds to the Alfresco instance you will be querying. For instance, if you expect your queries to hit https://search-demo.dev.alfresco.me/alfresco/api/-default-/public/search/versions/1/sql, you should supply search-demo.dev.alfresco.me for InstanceUrl.

  • 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 Alfresco data, such as Column2.
  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 Alfresco WHERE Column2 = '"&B5&"'","User="&B1&";Password="&B2&";Format="&B3&";InstanceUrl="&B4&";Provider=Alfresco",B6)
  4. Change the filter to change the data.