Ready to get started?

Download a free trial of the Excel Add-In for SAP Concur to get started:

 Download Now

Learn more:

SAP Concur Icon Excel Add-In for SAP Concur

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

Use Excel to read, write, and update Concur Attendees, Entries, Lists, Items, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Excel Spreadsheet Automation with the QUERY Formula

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

The CData Excel Add-In for SAP Concur provides formulas that can edit, save, and delete SAP Concur data. The following three steps show how you can automate the following task: Search SAP Concur 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 SAP Concur data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as SAPConcurConnection1, or a connection string. The connection string consists of the required properties for connecting to SAP Concur data, separated by semicolons.

    SAP Concur uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with SAP Concur. See the Getting Started section of the help documentation for an authentication guide.

  • 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 SAP Concur 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 Departments WHERE Id = '"&B3&"'","OAuthClientId="&B1&";OAuthClientSecret="&B2&";Provider=SAPConcur",B4)
  4. Change the filter to change the data.