Excel Spreadsheet Automation on Campaigner Data with the QUERY Formula

The CData Excel Add-In for Campaigner provides formulas that can query Campaigner data. The following three steps show how you can automate the following task: Search Campaigner 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 Campaigner data records you want to retrieve, written in standard SQL.

• Connection: Either the connection name, such as APIConnection1, or a connection string. The connection string consists of the required properties for connecting to Campaigner data, separated by semicolons.

  Start by setting the Profile connection property to the location of the Campaigner Profile on disk (e.g. C:\profiles\Campaigner.apip). Next, set the ProfileSettings connection property to the connection string for Campaigner (see below).

  Campaigner API Profile Settings

  Sign into your Campaigner account and navigate to Account Settings > Users, create a new API User role, and save to generate the API key.

• 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 Campaigner data, such as Status.
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.

=CDATAQUERY("SELECT * FROM ActiveCampaigns WHERE Status = '"&B4&"'","Profile="&B1&";ProfileSettings="&B2&";Provider=API",B5)


3. Change the filter to change the data.