Excel Spreadsheet Automation on Freshteam Data with the QUERY Formula

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

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

  Freshteam API Profile Settings

  Find your API Key in the top-right corner of your Freshteam account under the API Key section. Your AccountName is the subdomain of your Freshteam 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 Freshteam data, such as MainOffice.
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 Branches WHERE MainOffice = '"&B5&"'","Profile="&B1&";ProfileSettings="&B2&";AccountName="&B3&";Provider=API",B6)


3. Change the filter to change the data.