Excel Spreadsheet Automation with the QUERY Formula

The CData Excel Add-In for Oracle Service Cloud provides formulas that can edit, save, and delete Oracle Service Cloud data. The following three steps show how you can automate the following task: Search Oracle Service Cloud 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 Service Cloud data records you want to retrieve or the modifications to be made, written in standard SQL.

• Connection: Either the connection name, such as OracleServiceCloudConnection1, or a connection string. The connection string consists of the required properties for connecting to Oracle Service Cloud data, separated by semicolons.

  Using Basic Authentication

  You must set the following to authenticate to Oracle Service Cloud:

  • Url: The Url of the account to connect to.
  • User: The username of the authenticating account.
  • Password: The password of the authenticating account.
• 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 Service Cloud data, such as DisplayOrder.
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.
=CDATAQUERY("SELECT * FROM Accounts WHERE DisplayOrder = '"&B4&"'","Url="&B1&";User="&B2&";Password="&B3&";Provider=OracleServiceCloud",B5)
3. Change the filter to change the data.