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URL: https://www.cdata.com/kb/tech/sapbydesign-spreadsheets-excel-desktop.rst

⇱ Access Live SAP ByDesign Data in Excel (Desktop) through Connect Spreadsheets


Access Live SAP ByDesign Data in Excel (Desktop) through Connect Spreadsheets

πŸ‘ Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use Connect Spreadsheets by CData to gain access to live SAP ByDesign data from your Excel spreadsheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to SAP ByDesign data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to SAP ByDesign in Connect Spreadsheets and access live SAP ByDesign data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


Configure SAP ByDesign Connectivity for Excel

Connectivity to SAP ByDesign from Excel is made possible through Connect Spreadsheets. To work with SAP ByDesign data from Excel, we start by creating and configuring a SAP ByDesign connection.

  1. Log into Connect Spreadsheets, click Connections and click Add Connection πŸ‘ Adding a Connection
  2. Select "SAP ByDesign" from the Add Connection panel πŸ‘ Selecting a data source
  3. Enter the necessary authentication properties to connect to SAP ByDesign.

    Set the following connection properties to connect to SAP ByDesign.

    • Url: Set this to the Url of your SAP ByDesign site. For example, https://test.sapbydesign.com
    • User: Set this to the username of your account.
    • Password: Set this to the password of your account.
    • CustomService or AnalyticsService: Only one of these must be specified. If you have a custom service you want to retrieve data from, specify CustomService. If you want to retrieve the reports of a analytical service, specify AnalyticsService.
      If neither is specified, 'cc_home_analytics.svc' will used as a default for the AnalyticsService property. If you are not sure what service to specify, you can always query the Services view to list available services.
    πŸ‘ Configuring a connection (Salesforce is shown)
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add SAP ByDesign Connection page and update the User-based permissions. πŸ‘ Updating permissions

With the connection configured, you are ready to connect to SAP ByDesign data from Excel.

Access Live SAP ByDesign Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live SAP ByDesign data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for Connect Spreadsheets and install the Add-in. πŸ‘ Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account πŸ‘ Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import πŸ‘ Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. SAPByDesign1), Table (e.g. [Inventory Balance]), and Columns to import πŸ‘ Connect Spreadsheets panel in Excel
  8. Optionally add Filters, Sorting, and a Limit πŸ‘ Choosing a Connection, Table, and Columns
  9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. πŸ‘ Executing the Query

Live Access to SAP ByDesign Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live SAP ByDesign data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

πŸ‘ Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.