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URL: https://www.cdata.com/kb/tech/mongodb-excel-cdataquery.rst

⇱ Excel Spreadsheet Automation on MongoDB Data with the QUERY Formula

Excel Spreadsheet Automation on MongoDB Data with the QUERY Formula

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Pull data from MongoDB, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for MongoDB provides formulas that can edit, save, and delete MongoDB data. The following three steps show how you can automate the following task: Search MongoDB data for a user-specified value and then organize the results into an Excel spreadsheet.

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


The syntax of the CDATAQUERY formula is the following: 

=CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the MongoDB data records you want to retrieve or the modifications to be made, written in standard SQL.

  • Connection: Either the connection name, such as MongoDBConnection1, or a connection string. The connection string consists of the required properties for connecting to MongoDB data, separated by semicolons.

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

  • 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 MongoDB 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 restaurants WHERE Name = '"&B6&"'","Server="&B1&";Port="&B2&";Database="&B3&";User="&B4&";Password="&B5&";Provider=MongoDB",B7)
    👁 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.)

Ready to get started?

Download a free trial of the Excel Add-In for MongoDB to get started:

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Learn more:

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Excel Add-In for MongoDB

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

Use Excel to read, write, and update MongoDB. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!