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

⇱ Excel Spreadsheet Automation on NetSuite Data with the QUERY Formula

Excel Spreadsheet Automation on NetSuite Data with the QUERY Formula

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

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

About NetSuite Data Integration

CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:

  • Access all editions of NetSuite, including Standard, CRM, and OneWorld.
  • Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
  • Access predefined and custom reports through support for Saved Searches.
  • Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
  • Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.

Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData's solutions to integrate their NetSuite data into comprehensive databases and data warehouse using CData Sync directly or leveraging CData's compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.

For more information about our Oracle NetSuite solutions, read our blog: Drivers in Focus Part 2: Replicating and Consolidating ... NetSuite Accounting Data.


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 NetSuite data records you want to retrieve or the modifications to be made, written in standard SQL.

  • Connection: Either the connection name, such as NetSuiteConnection1, or a connection string. The connection string consists of the required properties for connecting to NetSuite data, separated by semicolons.

    The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

    See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

  • 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 NetSuite data, such as Class_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 SalesOrder WHERE Class_Name = '"&B6&"'","Account Id="&B1&";Password="&B2&";User="&B3&";Role Id="&B4&";Version="&B5&";Provider=NetSuite",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 NetSuite to get started:

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Learn more:

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Excel Add-In for NetSuite

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

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