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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 NetSuite provides formulas that can edit, save, and delete NetSuite data. The following three steps show how you can automate the following task: Search NetSuite 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 NetSuite data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as NetSuiteConnection1, or a connection string. The connection string consists of the required properties for connecting to NetSuite data, separated by semicolons.

    The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

    See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

  • 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 NetSuite data, such as Class_Name.
  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 SalesOrder WHERE Class_Name = '"&B6&"'","Account Id="&B1&";Password="&B2&";User="&B3&";Role Id="&B4&";Version="&B5&";Provider=NetSuite",B7)
  4. Change the filter to change the data.