Excel Spreadsheet Automation on Delighted Data with the QUERY Formula

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Pull data from Delighted, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Delighted provides formulas that can query Delighted data. The following three steps show how you can automate the following task: Search Delighted 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 Delighted 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 Delighted data, separated by semicolons.

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

    Delighted API Profile Settings

    Your private API Key is linked to your Delighted account and can be obtained from your account administrator or the Delighted account settings.

  • 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 Delighted data, such as BouncedAt.
  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 BouncedPeople WHERE BouncedAt = '"&B4&"'","Profile="&B1&";ProfileSettings="&B2&";Provider=API",B5)
  4. Change the filter to change the data.

Ready to get started?

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