Excel Spreadsheet Automation with the QUERY Formula

The CData Excel Add-In for Zoom provides formulas that can query Zoom data. The following three steps show how you can automate the following task: Search Zoom 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 Zoom 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 Zoom data, separated by semicolons.

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

  Zoom API Profile Settings

  To authenticate to Zoom, you can use the OAuth standard to connect to your own data or to allow other users to connect to their data.

  First you will need to create an OAuth app. To do so, navigate to https://marketplace.zoom.us/develop/create and click Create under the OAuth section. Select whether or not the app will be for individual users or for the entire account, and uncheck the box to publish the app. Give the app a name and click Create. You will then be given your Client Secret and Client ID

  After setting the following connection properties, you are ready to connect:

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