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Trello Icon Excel Add-In for Trello

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

Use Excel to access Trello Lists, Cards, Boards, etc. Perfect for mass exports, Excel-based data analysis, and more!

Excel Spreadsheet Automation with the QUERY Formula

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

The CData Excel Add-In for Trello provides formulas that can query Trello data. The following three steps show how you can automate the following task: Search Trello 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 Trello data records you want to retrieve, written in standard SQL.
  • Connection: Either the connection name, such as TrelloConnection1, or a connection string. The connection string consists of the required properties for connecting to Trello data, separated by semicolons.

    Trello uses token-based authentication to grant third-party applications access to their API. When a user has granted an application access to their data, the application is given a token that can be used to make requests to Trello's API.

    Trello's API can be accessed in 2 different ways. The first is using Trello's own Authorization Route, and the second is using OAuth1.0.

    • Authorization Route: At the moment of registration, Trello assigns an API key and Token to the account. See the Help documentation for information on how to connect via the Authorization route.
    • OAuth Route: Similar to using Authorization, OAuth creates an Application Id and Secret when you create your account. See the Help documentation for information on how to to connect.

  • 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 Trello data, such as Name.
  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 Boards WHERE Name = '"&B3&"'","APIKey="&B1&";Token="&B2&";Provider=Trello",B4)
  4. Change the filter to change the data.