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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 Odoo provides formulas that can edit, save, and delete Odoo data. The following three steps show how you can automate the following task: Search Odoo data for a user-specified value and then organize the results into an Excel spreadsheet.

About Odoo Data Integration

Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:

  • Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
  • Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
    • Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
    • Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
    • One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
  • Use SQL stored procedures to call server-side RFCs within Odoo.

Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.


Getting Started


The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Odoo data records you want to retrieve or the modifications to be made, written in standard SQL.

  • Connection: Either the connection name, such as OdooConnection1, or a connection string. The connection string consists of the required properties for connecting to Odoo data, separated by semicolons.

    To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.

  • 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 Odoo data, such as id.
  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 res_users WHERE id = '"&B5&"'","User="&B1&";Password="&B2&";URL="&B3&";Database="&B4&";Provider=Odoo",B6)
  3. Change the filter to change the data.

Ready to get started?

Download a free trial of the Excel Add-In for Odoo to get started:

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Odoo Icon Excel Add-In for Odoo

The Odoo ERP Excel Add-In is a powerful tool that allows you to connect with live Odoo ERP data, directly from Microsoft Excel.

Use Excel to read, write, and update Sales Orders, Purchase Orders, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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