Excel Spreadsheet Automation on Vault CRM Data with the QUERY Formula

The CData Excel Add-In for Vault CRM provides formulas that can edit, save, and delete Vault CRM data. The following three steps show how you can automate the following task: Search Vault CRM 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 Vault CRM data records you want to retrieve or the modifications to be made, written in standard SQL.

• Connection: Either the connection name, such as VaultCRMConnection1, or a connection string. The connection string consists of the required properties for connecting to Vault CRM data, separated by semicolons.

  You are ready to connect after specifying the following connection properties:

  • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
  • User: The username you use to login to your account.
  • Password: The password you use to login to 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 Vault CRM data, such as CategoryId.
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 NorthwindProducts WHERE CategoryId = '"&B5&"'","User="&B1&";Password="&B2&";Server="&B3&";Database="&B4&";Provider=VaultCRM",B6)

👁 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.)