Excel Spreadsheet Automation with the QUERY Formula

Ready to get started?

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

 Download Now

Learn more:

Oracle Sales Icon Excel Add-In for Oracle Sales

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

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

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

The CData Excel Add-In for Oracle Sales provides formulas that can edit, save, and delete Oracle Sales data. The following three steps show how you can automate the following task: Search Oracle Sales 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 Oracle Sales data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as OracleSalesCloudConnection1, or a connection string. The connection string consists of the required properties for connecting to Oracle Sales data, separated by semicolons.

    Oracle Sales uses Basic authentication over SSL; after setting the following connection properties, you are ready to connect:

    • Username: Set this to the user name that you use to log into your Oracle Cloud service.
    • Password: Set this to your password.
    • HostURL: Set this to the Web address (URL) of your Oracle Cloud service.

  • 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 Oracle Sales data, such as CreatedBy.
  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 Opportunities WHERE CreatedBy = '"&B4&"'","HostURL="&B1&";Username="&B2&";Password="&B3&";Provider=OracleSalesCloud",B5)
  4. Change the filter to change the data.