Excel Spreadsheet Automation on Oracle Financials Cloud Data with the QUERY Formula

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

• Connection: Either the connection name, such as OracleERPConnection1, or a connection string. The connection string consists of the required properties for connecting to Oracle Financials Cloud data, separated by semicolons.

  Using Basic Authentication

  You must set the following to authenticate to Oracle ERP:

  • Url: The Url of the account to connect to. Typically, the URL of your Oracle Cloud service. For example, https://servername.fa.us2.oraclecloud.com.
  • User: The username of your account.
  • Password: The password of your account.
• 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 Oracle Financials Cloud data, such as Supplier.
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 Invoices WHERE Supplier = '"&B4&"'","Url="&B1&";User="&B2&";Password="&B3&";Provider=OracleERP",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.)