Excel Spreadsheet Automation with the QUERY Formula

Ready to get started?

Download for a free trial:

Download Now

Learn more:

Excel Add-In for Plaid

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

Use Excel to read, write, and update Assets, Investments, Liabilities, Transactions, 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 Plaid provides formulas that can edit, save, and delete Plaid data. The following three steps show how you can automate the following task: Search Plaid 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 Plaid data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as PlaidConnection1, or a connection string. The connection string consists of the required properties for connecting to Plaid data, separated by semicolons.

    You can connect to Plaid using the embedded OAuth connectivity. When you connect, the Plaid OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

    Optionally set the Account Id property to return data related to a specific 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 Plaid data, such as Name.
  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 Transactions WHERE Name = '"&B2&"'","AccountId="&B1&";Provider=Plaid",B3)
  4. Change the filter to change the data.