Excel Spreadsheet Automation on Productboard Data with the QUERY Formula

The CData Excel Add-In for Productboard provides formulas that can query Productboard data. The following three steps show how you can automate the following task: Search Productboard 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 Productboard 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 Productboard data, separated by semicolons.

  Authentication

  To authenticate to ProductBoard, and connect to your own data or to allow other users to connect to their data, you can use API Key authentication.

  Using API Key Authentication

  To authenticate using an API Key, you need to obtain your API Key from your ProductBoard workspace settings.

  You can then connect by setting the AuthScheme to APIKey and providing your API key:

  • AuthScheme: Set this to APIKey.
  • APIKey: Set this to your API key from ProductBoard.
• 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 Productboard data, such as IsArchived.
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 Features WHERE IsArchived = '"&B5&"'","Profile="&B1&";AuthScheme="&B2&";ProfileSettings="&B3&";Provider=API",B6)


3. Change the filter to change the data.