Excel Spreadsheet Automation on Klipfolio Data with the QUERY Formula

The CData Excel Add-In for Klipfolio provides formulas that can query Klipfolio data. The following three steps show how you can automate the following task: Search Klipfolio 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 Klipfolio 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 Klipfolio data, separated by semicolons.

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

  Klipfolio API Profile Settings

  In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key 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 Klipfolio data, such as IsDynamic.
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 DataSources WHERE IsDynamic = '"&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.)