Excel Spreadsheet Automation on PivotalTracker Data with the QUERY Formula

The CData Excel Add-In for PivotalTracker provides formulas that can query PivotalTracker data. The following three steps show how you can automate the following task: Search PivotalTracker 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 PivotalTracker data records you want to retrieve, written in standard SQL.

• Connection: Either the connection name, such as APIConnection1, or a connection string. The connection string consists of the required properties for connecting to PivotalTracker data, separated by semicolons.

  Start by setting the Profile connection property to the location of the PivotalTracker Profile on disk (e.g. C:\profiles\PivotalTracker.apip). Next, set the ProfileSettings connection property to the connection string for PivotalTracker (see below).

  PivotalTracker API Profile Settings

  Navigate to your Pivotal Tracker Profile settings and locate the API token section to copy your unique API token.

• 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 PivotalTracker data, such as Admin.
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 AccountMemberships WHERE Admin = '"&B4&"'","Profile="&B1&";ProfileSettings="&B2&";Provider=API",B5)


3. Change the filter to change the data.