Validate SharePoint Excel Services Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for SharePoint Excel Services, QuerySurge can work with live SharePoint Excel Services data. This article explains how to connect to SharePoint Excel Services data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live SharePoint Excel Services data. When you issue complex SQL queries to SharePoint Excel Services, the driver pushes supported SQL operations, like filters and aggregations, directly to SharePoint Excel Services and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze SharePoint Excel Services data using native data types.

Connecting to SharePoint Excel Services Data in QuerySurge

To connect to live SharePoint Excel Services data from QuerySurge, you need to deploy the JDBC Driver JAR file to your QuerySurge Agent(s) and add a new connection from the QuerySurge Admin view.

Deploy the JDBC Driver

1. Download the CData JDBC Driver for SharePoint Excel Services installer, unzip the package, and run the JAR file to install the driver.
2. Once the driver is installed, stop the Agent Service.
3. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for SharePoint Excel Services\lib\) to your Agent(s) (QuerySurge_install_dir\agent\jdbc).
4. Restart the Agent Service.

For more information on deploying JDBC drivers for QuerySurge, refer to the QuerySurge Knowledge Base.

Configure a New Connection to SharePoint Excel Services

1. Log into QuerySurge and navigate to the Admin view.
2. Click Configuration -> Connections in the Administration Tree.
3. Click Add to create a new connection.
4. In the QuerySurge Connection Wizard, click Next. 👁 Creating a new connection
   
5. Name the connection (e.g. CData JDBC Connection to SharePoint Excel Services).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next. 👁 Naming the connection and choosing a Data Source
   
7. Set the Driver Class to cdata.jdbc.excelservices.ExcelServicesDriver and click Next. 👁 Setting the Driver Class
   

8. Set the Connection URL using the necessary connection properties to authenticate with SharePoint Excel Services. Your Connection URL will look something like the following:

   jdbc:excelservices:URL=https://myorg.sharepoint.com;[email protected];Password=password;File=Book1.xlsx;

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the SharePoint Excel Services JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.excelservices.jar
   	

   Fill in the connection properties and copy the connection string to the clipboard.

   The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   
9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM Account LIMIT 1) and click Next. 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   
10. Click Test Connection to ensure the connection is configured properly and click Save to add the connection.

Once the connection is added, you can write SQL queries against your SharePoint Excel Services data in QuerySurge.

Compare SharePoint Excel Services Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying SharePoint Excel Services data with a QueryPair.

1. Select "Design Library" from the Design Menu
2. Click QueryPairs under QuerySurge Design
3. Click "Create New QueryPair"
4. Name the QueryPair and click Save
5. In either the Source or Target panes, select the connection created above (select the same connection to query SharePoint Excel Services twice or another connection to perform a comparison)
6. Write queries in the Editor for each pane, e.g. SELECT * FROM Account 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   
7. Click the "Design-Time Run" tab to execute the queries
8. When the query execution is finished, click "View Query Results" to see the SharePoint Excel Services data returned by the query 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   

Download a free, 30-day trial of the CData JDBC Driver for SharePoint Excel Services and start working with your live SharePoint Excel Services data in QuerySurge. Reach out to our Support Team if you have any questions.