Excel Spreadsheet Automation on Suadeo Data with the QUERY Formula

The CData Excel Add-In for Suadeo provides formulas that can query Suadeo data. The following three steps show how you can automate the following task: Search Suadeo 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 Suadeo data records you want to retrieve, written in standard SQL.

• Connection: Either the connection name, such as SuadeoConnection1, or a connection string. The connection string consists of the required properties for connecting to Suadeo data, separated by semicolons.

  The driver uses the OAuth 2.0 Resource Owner Password Credentials (ROPC) grant to authenticate to Suadeo. Authentication occurs directly using your credentials; there is no browser-based authorization flow or refresh token.

  Set the following connection properties:

  • URL: The base URL of your Suadeo instance.
  • User: Your Suadeo username.
  • Password: Your Suadeo password.
  • AuthenticationName: The name identifier for the authentication configuration in your Suadeo instance. Different authentication names can be configured for different environments or use cases.

  When you connect, the driver sends your credentials to the Suadeo OAuth token endpoint, receives an access token, and uses it for all subsequent requests. A new access token is obtained automatically when needed during the session.

• 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 Suadeo data, such as Status.
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 Customers WHERE Status = '"&B5&"'","URL="&B1&";User="&B2&";Password="&B3&";AuthenticationName="&B4&";Provider=Suadeo",B6)


3. Change the filter to change the data.