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Excel Spreadsheet Automation with the QUERY Formula

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

The CData Excel Add-In for Marketo provides formulas that can edit, save, and delete Marketo data. The following three steps show how you can automate the following task: Search Marketo 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 Marketo data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as MarketoConnection1, or a connection string. The connection string consists of the required properties for connecting to Marketo data, separated by semicolons.

    Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.

    For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.

    For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.

    See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.

  • 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 Marketo data, such as Country.
  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 Leads WHERE Country = '"&B5&"'","Schema="&B1&";RESTEndpoint="&B2&";OAuthClientId="&B3&";OAuthClientSecret="&B4&";Provider=Marketo",B6)
  4. Change the filter to change the data.