Excel Spreadsheet Automation with the QUERY Formula

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Excel Add-In for SurveyMonkey

The SurveyMonkey Excel Add-In is a powerful tool that allows you to connect with live SurveyMonkey data, directly from Microsoft Excel.

Use Excel to access SurveyMonkey Rollups, Surveys, Questions, etc. Perfect for mass exports, Excel-based data analysis, and more!

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

The CData Excel Add-In for SurveyMonkey provides formulas that can query SurveyMonkey data. The following three steps show how you can automate the following task: Search SurveyMonkey 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 SurveyMonkey data records you want to retrieve, written in standard SQL.
  • Connection: Either the connection name, such as SurveyMonkeyConnection1, or a connection string. The connection string consists of the required properties for connecting to SurveyMonkey data, separated by semicolons.

    SurveyMonkey uses the OAuth 2 authentication standard. See the Getting Started section in the help documentation for a guide.

  • 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 SurveyMonkey data, such as ChoiceText.
  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 MySurvey_Responses WHERE ChoiceText = '"&B4&"'","OAuthClientId="&B1&";OAuthClientSecret="&B2&";CallbackURL="&B3&";Provider=SurveyMonkey",B5)
  4. Change the filter to change the data.