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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 Square provides formulas that can edit, save, and delete Square data. The following three steps show how you can automate the following task: Search Square 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 Square data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as SquareConnection1, or a connection string. The connection string consists of the required properties for connecting to Square data, separated by semicolons.

    Square uses the OAuth authentication standard. To authenticate using OAuth, you will need to register an app with Square to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

    Additionally, you must specify the LocationId. You can retrieve the Ids for your Locations by querying the Locations table. Alternatively, you can set the LocationId in the search criteria of your query.

  • 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 Square data, such as Type.
  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 Refunds WHERE Type = '"&B5&"'","OAuthClientId="&B1&";OAuthClientSecret="&B2&";CallbackURL="&B3&";LocationId="&B4&";Provider=Square",B6)
  4. Change the filter to change the data.