Ready to get started?

Learn more about Excel Online Connectivity Solutions

Learn More

Transfer Data from Excel to Excel Online

This article explains how to transfer data from Excel to Excel Online using the Excel Add-In for Excel Online.

The CData Excel Add-In for Excel Online enables you to edit and save Excel Online data directly from Excel. This article explains how to transfer data from Excel to Excel Online. This technique is useful if you want to work on Excel Online data in Excel and update changes, or if you have a whole spreadsheet you want to import into Excel Online. In this example, you will use the Test_xlsx_Sheet1 table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Excel Online connection by clicking From Excel Online on the ribbon.

You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

  • Workbook: Set this to the name or Id of the workbook.

    If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

  • UseSandbox: Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

Retrieve Data from Excel Online

To insert data into Excel Online, you will first need to retrieve data from the Excel Online table you want to add to. This links the Excel spreadsheet to the Excel Online table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Excel Online button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Test_xlsx_Sheet1 table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Excel Online

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyTest_xlsx_Sheet1SheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Excel Online, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Test_xlsx_Sheet1 sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.