Excel Spreadsheet Automation with the QUERY Formula

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

• Connection: Either the connection name, such as APIConnection1, or a connection string. The connection string consists of the required properties for connecting to Drift data, separated by semicolons.

  Start by setting the Profile connection property to the location of the Drift Profile on disk (e.g. C:\profiles\Drift.apip). Next, set the ProfileSettings connection property to the connection string for Drift (see below).

  Drift API Profile Settings

  Drift uses OAuth-based authentication.

  You must first register an application here: https://dev.drift.com. Your app will be assigned a client ID and a client secret. Set these in your connection string via the OAuthClientId and OAuthClientSecret properties. More information on setting up an OAuth application can be found at https://devdocs.drift.com/docs/.

  After setting the following options in the ProfileSettings connection property, you are ready to connect:

  • AuthScheme: Set this to OAuth.
  • OAuthClientId: Set this to the Client Id that is specified in your app settings.
  • OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
  • CallbackURL: Set this to the Redirect URI you specified in your app settings.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• 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 Drift data, such as LastName.
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 Contacts WHERE LastName = '"&B6&"'","Profile="&B1&";Authscheme="&B2&";OAuthClientId="&B3&";OAuthClientSecret="&B4&";CallbackUrl="&B5&";Provider=API",B7)
3. Change the filter to change the data.