Connect to SharePoint Excel Services Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for SharePoint Excel Services, HULFT Integrate can work with live SharePoint Excel Services data. This article walks through connecting to SharePoint Excel Services and moving the data into a CSV file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live SharePoint Excel Services data. When you issue complex SQL queries to SharePoint Excel Services, the driver pushes supported SQL operations, like filters and aggregations, directly to SharePoint Excel Services and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze SharePoint Excel Services data using native data types.

Enable Access to SharePoint Excel Services

To enable access to SharePoint Excel Services data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.excelservices.jar (and cdata.jdbc.excelservices.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to SharePoint Excel Services Data

Once you copy the JAR files, you can create a project with access to SharePoint Excel Services data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next
4. Name the script (e.g.: ExcelServicestoCSV)

Once you create the project, add components to the script to copy SharePoint Excel Services data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for SharePoint Excel Services. Set the following properties:
   • Name: SharePoint Excel Services Connection Settings
   • Driver class name: cdata.jdbc.excelservices.ExcelServicesDriver
   • URL: jdbc:excelservices:URL=https://myorg.sharepoint.com;User=admin@myorg.onmicrosoft.com;Password=password;File=Book1.xlsx;
     
     

     Built-in Connection String Designer

     For assistance constructing the JDBC URL, use the connection string designer built into the SharePoint Excel Services JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.

     java -jar cdata.jdbc.excelservices.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

2. Write your SQL statement. For example:

   SELECT Name, AnnualRevenue FROM Account

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Account.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map SharePoint Excel Services Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move SharePoint Excel Services data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for SharePoint Excel Services and start working with your live SharePoint Excel Services data in HULFT Integrate. Reach out to our Support Team if you have any questions.