Excel Spreadsheet Automation on ClickUp Data with the QUERY Formula

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

• Connection: Either the connection name, such as APIConnection1, or a connection string. The connection string consists of the required properties for connecting to ClickUp data, separated by semicolons.

  Start by setting the Profile connection property to the location of the ClickUp Profile on disk (e.g. C:\profiles\ClickUp.apip). Next, set the ProfileSettings connection property to the connection string for ClickUp (see below).

  ClickUp API Profile Settings

  In order to authenticate to ClickUp, you'll need to provide your API Key. You can find this token in your user settings, under the Apps section. At the top of the page you have the option to generate a personal token. Set the API Key to your personal token in the ProfileSettings property 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 ClickUp data, such as Priority.
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 Tasks WHERE Priority = '"&B4&"'","Profile="&B1&";ProfileSettings="&B2&";Provider=API",B5)

👁 Formula inputs used in this example. (Google Apps is shown.)

3. Change the filter to change the data. 👁 The outputs of the formula. (Google Apps is shown.)