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Veeva Vault Icon Excel Add-In for Veeva

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

Use Excel to read, write, and update Documents, Users, Groups, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, 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 Veeva provides formulas that can edit, save, and delete Veeva data. The following three steps show how you can automate the following task: Search Veeva 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 Veeva data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as VeevaVaultConnection1, or a connection string. The connection string consists of the required properties for connecting to Veeva data, separated by semicolons.

    You are ready to connect after specifying the following connection properties:

    • Url: The host you see in the URL after you login to your account. For example:
    • User: The username you use to login to your account.
    • Password: The password you use to login to your account.
  • 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 Veeva data, such as CategoryId.
  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 NorthwindProducts WHERE CategoryId = '"&B5&"'","User="&B1&";Password="&B2&";Server="&B3&";Database="&B4&";Provider=VeevaVault",B6)
  4. Change the filter to change the data.