Access Live Office 365 Data in Excel (Desktop)

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 Office 365 data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Office 365 in Connect Spreadsheets and access and update live Office 365 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.

Configure Office 365 Connectivity for Excel

Connectivity to Office 365 from Excel is made possible through Connect Spreadsheets. To work with Office 365 data from Excel, we start by creating and configuring a Office 365 connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection
2. Select "Office 365" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Office 365.

   Office 365 uses the OAuth authentication standard. To authenticate requests, you will need to obtain the OAuthClientId, OAuthClientSecret, and OAuthCallbackURL by registering an app with Office 365. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Office 365 Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Office 365 data from Excel.

Access Live Office 365 Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Office 365 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.
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
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. Office3651), Table (e.g. Files), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Office 365 Data from Excel

In addition to viewing Office 365 data in Excel, Connect Spreadsheets also lets you update and delete Office 365 data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Office 365 (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Office 365

A notification will appear when the update is complete

Live Access to Office 365 Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Office 365 data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.