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Transfer Data from Excel to Open Exchange Rates

This article explains how to transfer data from Excel to Open Exchange Rates using the Excel Add-In for Open Exchange Rates.

The CData Excel Add-In for Open Exchange Rates enables you to edit and save Open Exchange Rates data directly from Excel. This article explains how to transfer data from Excel to Open Exchange Rates. This technique is useful if you want to work on Open Exchange Rates data in Excel and update changes, or if you have a whole spreadsheet you want to import into Open Exchange Rates. In this example, you will use the Projects table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Open Exchange Rates connection by clicking From Open Exchange Rates on the ribbon.

The Open Exchange Rates API supports basic authentication with an App Id. After you register, your App Id is displayed in your account dashboard. Set this to the AppId connection property.

Retrieve Data from Open Exchange Rates

To insert data into Open Exchange Rates, you will first need to retrieve data from the Open Exchange Rates table you want to add to. This links the Excel spreadsheet to the Open Exchange Rates table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Open Exchange Rates button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Projects table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Open Exchange Rates

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyProjectsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Open Exchange Rates, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Projects sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.