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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 50 UK provides formulas that can edit, save, and delete Sage 50 UK data. The following three steps show how you can automate the following task: Search Sage 50 UK 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 50 UK data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as Sage50UKConnection1, or a connection string. The connection string consists of the required properties for connecting to Sage 50 UK data, separated by semicolons.

    Note: Only Sage 50 UK 2012 and above are supported.

    The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.

    Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:

    1. If you have not already done so, open the Sage 50 UK software.
    2. Click Tools -> Internet Options.
    3. Select the SData Settings tab.
    4. Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
    5. Set the URL property to the value in the address field next to the company desired.
  • 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 50 UK data, such as TradingAccountUUID.
  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 TradingAccounts WHERE TradingAccountUUID = '"&B3&"'","URL="&B1&";User="&B2&";Provider=Sage50UK",B4)
  4. Change the filter to change the data.