Excel Add-In Getting Started Guide (with video)

  • 24 March 2023
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The CData Excel Add-In provides self-service integration with Microsoft Excel, linking your Excel spreadsheet to real-time data. That way, you can monitor enterprise data and keep it up-to-date for use in reporting and analysis. This article explains how to install the CData Excel Add-In, configure a connection to data, and import that data into Excel.

It is important to note that although this article references the Salesforce Excel Add-In, the same principles herein can be applied to any of the 250+ data sources that we support.

Download and Install the Excel Add-In

First, download and install the Excel Add-In from the CData website: https://www.cdata.com/drivers/salesforce/download/excel/

Fill in the appropriate contact information.

excel-getting-started-1.png

Note: If you are downloading a licensed installer, use your company email address and product key.

Import Data into Excel

Once you have installed the Excel Add-In, follow the steps below in order to import Salesforce data into Excel:

  1. Open Excel and click the CData tab then Get Data -> From Salesforce

    excel-getting-started-2.png

  2. Choose Basic for the Auth Scheme. After filling in the connection properties (e.g. user, password, and security token), click "Test Connection." Then, click OK.

    excel-getting-started-3.png

  3. On the CData Query screen, click Select... and then choose a table and click OK.

    excel-getting-started-4.png

  4. Next, a SQL Query appears. This query populates the Excel spreadsheet with Salesforce data. Click OK.

    excel-getting-started-5.png

  5. Finally, we have an Excel spreadsheet with Salesforce data!

    excel-getting-started-6.png

    Now, if we wanted, we could create charts and tables to analyze this data.

 

CData Excel Add-Ins - Getting Started

A brief overview of downloading, installing, and connecting to data using CData Excel Add-Ins.

 

CData Connectors for 250+ Data Sources

For more information on CData's suite of connectors, visit our Excel Add-In page. Download a free 30-day trial of the CData Excel Add-In and get simplified access to your data today.


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