Excel Spreadsheet Automation with the QUERY Formula

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Excel Add-In for Autify

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

Use Excel to read Autify testing senarios and results. 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 Autify provides formulas that can edit, save, and delete Autify data. The following three steps show how you can automate the following task: Search Autify 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 Autify data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as AutifyConnection1, or a connection string. The connection string consists of the required properties for connecting to Autify data, separated by semicolons.

    In order to authenticate, you must specify the Autify API Key and Project ID:

    • ApiKey: Log into your account and go to Configurations/Personal Settings and create "New personal access token".
    • ProjectId: ID of the project in your account URL. For ex: If URL is "https://app.autify.com/projects/343/scenarios", 343 is your ProjectId.
  • 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 Autify 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 Scenarios WHERE Id = '"&B3&"'","ProjectId="&B1&";ApiKey="&B2&";Provider=Autify",B4)
  4. Change the filter to change the data.