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Excel Spreadsheet Automation with the QUERY Formula

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

The CData Excel Add-In for Sage 200 provides formulas that can query Sage 200 data. The following three steps show how you can automate the following task: Search Sage 200 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 Sage 200 data records you want to retrieve, written in standard SQL.
  • Connection: Either the connection name, such as Sage200Connection1, or a connection string. The connection string consists of the required properties for connecting to Sage 200 data, separated by semicolons.

    • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
    • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
  • 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 Sage 200 data, such as Code.
  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 Banks WHERE Code = '"&B3&"'","SubscriptionKey="&B1&";Schema="&B2&";Provider=Sage200",B4)
  4. Change the filter to change the data.