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This guide explains everything you need to get started with the CData Excel Add-In for XML. You will learn how to install the add-in, understand licensing behavior, configure your first connection, and import real-time XML data directly into Excel for analysis, reporting, and automation.
Download and install the Excel Add-In from the CData website by visiting the Excel Add-In download page. Fill in the appropriate contact information when prompted.
👁 Filling in contact infoNote: If you are downloading a licensed installer, use your company email address and license key.
The Excel Add-In handles licensing during installation. When running the installer, you can choose to:
If you require a subscription license, contact the CData Orders Team at [email protected] to obtain your license key. Once the add-in is installed, it is ready for use.
Can I install the add-in on multiple machines?
Your subscription tier determines how many activations are included. Contact [email protected] for details.
I lost my license key. How do I retrieve it?
Email [email protected] with your order number, and we'll resend your license key.
How do I transfer my license?
To transfer the license to a different machine, you will need to submit a License Transfer Request on our site linked below:
https://www.cdata.com/lic/transfer/
After the License Transfer Request is submitted and successfully processed, an activation will be added to your Product Key and you will be able to activate the full license on the other machine. Once this process is finished, the license on the previous machine will be invalid.
For additional licensing questions, contact [email protected]. Viewing and upgrading your license can now be done through our self-service portal at portal.cdata.com.
Once the add-in is installed, you can configure a secure connection to XML directly from the Excel ribbon. The add-in stores connection settings inside the Excel environment and uses them to fetch live XML data.
CData Drivers let you work with XML files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.
Set the URI property to local folder path.
To connect to XML file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended XML files exist. In addition, at least set these properties:
To connect to XML file(s) within Box, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Box.
To connect to XML file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.
To connect to XML file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. Set User, Password, and StorageBaseURL.
To connect to XML file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.
To connect to XML file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.
The property is the controlling property over how your data is represented into tables and toggles the following basic configurations.
See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.
After creating a connection, you can import XML data into Excel using the built-in query interface.
You can now build pivot tables, charts, or use Excel formulas to analyze your XML data.
Solution: Verify your credentials or OAuth configuration. Ensure that your XML account has the required API permissions.
Solution: Check your internet connection, firewall settings, or proxy configuration. Contact [email protected] for specific port requirements.
Solution: Confirm your account has access to the selected XML data object. Use the table selector in the Query window to browse available resources.
Solution: Verify any filters or WHERE clauses in the generated SQL. Remove or adjust filters to broaden your query.
Now that you have installed, licensed, and configured the Excel Add-In, explore how to automate reporting, refresh live dashboards, and build advanced queries using SQL or Excel functions.
| Excel Add-In | Article Title |
|---|---|
| Microsoft Excel | Transfer Data from Excel to XML |
If you need assistance at any point:
Add the following to your connection manager:
Be prepared to securely upload the log file upon request when reaching out to [email protected] for troubleshooting analysis.
For questions not covered in this FAQ, contact [email protected].
Download a free trial of the Excel Add-In for XML to get started:
Download NowLearn more:
👁 XML Documents IconThe XML Excel Add-In is a powerful tool that allows you to connect with XML data stores directly from Microsoft Excel.
Use Excel to search, aggregate, read, write, and update XML documents directly. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
