Excel Spreadsheet Automation on Flowlu Data with the QUERY Formula

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

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

  Flowlu API Profile Settings

  In your Flowlu account, navigate to System Settings > API Settings > Create to generate an API key. Your Company name is the subdomain from your Flowlu account URL.

• 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 Flowlu data, such as ProjectId.
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 AgileCategories WHERE ProjectId = '"&B5&"'","Profile="&B1&";ProfileSettings="&B2&";Company="&B3&";Provider=API",B6)


3. Change the filter to change the data.