Excel Spreadsheet Automation on SendPulse Data with the QUERY Formula
The CData Excel Add-In for SendPulse provides formulas that can query SendPulse data. The following three steps show how you can automate the following task: Search SendPulse 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 SendPulse 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 SendPulse data, separated by semicolons.
Start by setting the Profile connection property to the location of the SendPulse Profile on disk (e.g. C:\profiles\SendPulse.apip). Next, set the ProfileSettings connection property to the connection string for SendPulse (see below).
SendPulse API Profile Settings
Log into your SendPulse account, navigate to Profile > Account Settings > API, and retrieve your API ID and Secret to use as your OAuth Client ID and Secret.
- 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.
- 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 SendPulse data, such as AutoresponderStatus.
- 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.
- Change the filter to change the data.
=CDATAQUERY("SELECT * FROM AutomationFlowsStatistics WHERE AutoresponderStatus = '"&B6&"'","Profile="&B1&";Authscheme="&B2&";OAuthClientId="&B3&";OAuthClientSecret="&B4&";CallbackUrl="&B5&";Provider=API",B7)