# \#excel

**URL:** https://community.cdata.com/tag/excel/47.md

[Latest](https://community.cdata.com/latest.md) · [Categories](https://community.cdata.com/categories.md) · [Tags](https://community.cdata.com/tags.md)

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## [Connecting to a mix of free form text and structured data](https://community.cdata.com/t/connecting-to-a-mix-of-free-form-text-and-structured-data/1338)

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**Author:** [@njoffe](https://community.cdata.com/u/njoffe)\
**Replies:** 0\
**Last updated:** [October 8, 2026, 3:03pm UTC](https://community.cdata.com/t/connecting-to-a-mix-of-free-form-text-and-structured-data/1338 "2026-10-08T15:03:15Z")

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I’m consulting for company that is building a solution to connect and ingest data from company websites and documents. We have found that low cost LLM models are often good enough to answer questions accurately about the…

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## [How to Update Salesforce Records from Excel with CDATAUPDATE: Excel Add-In for Salesforce](https://community.cdata.com/t/how-to-update-salesforce-records-from-excel-with-cdataupdate-excel-add-in-for-salesforce/1233)

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**Author:** [@Yazhini\_Gopalakrishnan](https://community.cdata.com/u/Yazhini_Gopalakrishnan)\
**Replies:** 0\
**Last updated:** [November 7, 2025, 12:57pm UTC](https://community.cdata.com/t/how-to-update-salesforce-records-from-excel-with-cdataupdate-excel-add-in-for-salesforce/1233 "2025-11-07T12:57:31Z")

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Hey CData community, If you’re working with live data in Salesforce and want to harness the full power of Excel to update records — you’re going to like this. With the CData Excel Add-In for Salesforce, the article show…

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## [Bulk Import Tasks from Excel to MS Planner: Excel Add-In for MS Planner](https://community.cdata.com/t/bulk-import-tasks-from-excel-to-ms-planner-excel-add-in-for-ms-planner/1229)

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**Author:** [@Yazhini\_Gopalakrishnan](https://community.cdata.com/u/Yazhini_Gopalakrishnan)\
**Replies:** 0\
**Last updated:** [October 31, 2025, 11:29am UTC](https://community.cdata.com/t/bulk-import-tasks-from-excel-to-ms-planner-excel-add-in-for-ms-planner/1229 "2025-10-31T11:29:07Z")

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Hey CData Community :waving\_hand: If you are managing lots of tasks in Microsoft Planner and find the manual entry process cumbersome, you will definitely want to check out this workflow. With the CData Excel Add-In for…

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## [📊 How to Analyze YouTube Audience Retention in Excel (No Code!)](https://community.cdata.com/t/how-to-analyze-youtube-audience-retention-in-excel-no-code/1180)

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**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\
**Replies:** 0\
**Last updated:** [September 5, 2025, 2:46pm UTC](https://community.cdata.com/t/how-to-analyze-youtube-audience-retention-in-excel-no-code/1180 "2025-09-05T14:46:25Z")

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Want to dive into YouTube retention metrics without writing code? With the CData Excel Add-In for YouTube Analytics, you can connect directly to your YouTube channel and analyze key engagement KPIs like: :bullseye: a…

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## [📥 How to Import Gmail Data into Excel with CData](https://community.cdata.com/t/how-to-import-gmail-data-into-excel-with-cdata/1179)

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**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\
**Replies:** 0\
**Last updated:** [September 5, 2025, 2:00pm UTC](https://community.cdata.com/t/how-to-import-gmail-data-into-excel-with-cdata/1179 "2025-09-05T14:00:19Z")

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Need to analyze Gmail data in Excel? With the CData Excel Add-In for Gmail, you can connect directly to your inbox, sent items, or labels — and query your emails just like a database using SQL. No coding required. …

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## [Start Visualizing Facebook Ads Performance Using CData](https://community.cdata.com/t/start-visualizing-facebook-ads-performance-using-cdata/1148)

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**Author:** [@Dibyendu](https://community.cdata.com/u/Dibyendu)\
**Replies:** 0\
**Last updated:** [July 30, 2025, 7:13pm UTC](https://community.cdata.com/t/start-visualizing-facebook-ads-performance-using-cdata/1148 "2025-07-30T19:13:41Z")

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Hey CData Community! Feeling lost in a sea of Facebook Ads charts, clicks, and conversions? Well, running campaigns is just the first step. Making sense of the data is where the real impact begins. With CData Facebook…

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## [How to Resolve the Issue of a Missing CData Tab in Excel](https://community.cdata.com/t/how-to-resolve-the-issue-of-a-missing-cdata-tab-in-excel/1126)

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**Author:** [@Anusha\_M\_B](https://community.cdata.com/u/Anusha_M_B)\
**Replies:** 0\
**Last updated:** [July 7, 2025, 4:54am UTC](https://community.cdata.com/t/how-to-resolve-the-issue-of-a-missing-cdata-tab-in-excel/1126 "2025-07-07T04:54:57Z")

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Hey CData Community! If you’ve installed the CData Excel Add-In but don’t see the CData tab, this quick guide will help you bring it back. From enabling the add-in and retrieving the necessary tables from your preferred…

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## [Connect Spreadsheets to Sage in South Africa](https://community.cdata.com/t/connect-spreadsheets-to-sage-in-south-africa/1076)

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**Author:** [@Eugene](https://community.cdata.com/u/Eugene)\
**Replies:** 1\
**Last updated:** [April 28, 2025, 6:33pm UTC](https://community.cdata.com/t/connect-spreadsheets-to-sage-in-south-africa/1076 "2025-04-28T18:33:19Z")

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I am trying to setup Connect Spreadsheets to Sage One (renamed to Sage Business Cloud Accounting) but when I want to setup the authentication via the basic setup I don’t get South Africa as a region and can therefor not …

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## [Access Excel Data from Subfolders of a Root Resource Directory](https://community.cdata.com/t/access-excel-data-from-subfolders-of-a-root-resource-directory/1018)

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**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\
**Replies:** 0\
**Last updated:** [February 5, 2025, 7:25am UTC](https://community.cdata.com/t/access-excel-data-from-subfolders-of-a-root-resource-directory/1018 "2025-02-05T07:25:48Z")

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Recently, a new subfolder file access feature was released for the CData Microsoft Excel drivers, enabling seamless retrieval of Excel files stored in subdirectories of a root resource folder. Key parameters include: I…

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## [Handling special characters in xpath](https://community.cdata.com/t/handling-special-characters-in-xpath/937)

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**Author:** [@LNaylor](https://community.cdata.com/u/LNaylor)\
**Replies:** 1\
**Last updated:** [November 8, 2024, 5:08pm UTC](https://community.cdata.com/t/handling-special-characters-in-xpath/937 "2024-11-08T17:08:42Z")

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I’m using an Excel connector to pass a spreadsheet into a Script connector for further processing. The Excel input contains columns of the form: A: B C In the Script connector, I try to reference it in an xpath like t…

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## [Access Is Denied – cmd.exe](https://community.cdata.com/t/access-is-denied-cmd-exe/867)

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**Author:** [@Zachary\_G](https://community.cdata.com/u/Zachary_G)\
**Replies:** 0\
**Last updated:** [July 19, 2024, 6:57pm UTC](https://community.cdata.com/t/access-is-denied-cmd-exe/867 "2024-07-19T18:57:53Z")

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Occasionally, on a fresh install of one of the many CData Excel Add-ins, you will see the below error: This error means that either a system IT policy, or antivirus software has blocked a portion of the Excel Add…

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## [CDATA jdbc excel license for ODI Prod and non Prod servers both local and server agents](https://community.cdata.com/t/cdata-jdbc-excel-license-for-odi-prod-and-non-prod-servers-both-local-and-server-agents/807)

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**Author:** [@Raja](https://community.cdata.com/u/Raja)\
**Replies:** 1\
**Last updated:** [July 1, 2024, 7:24am UTC](https://community.cdata.com/t/cdata-jdbc-excel-license-for-odi-prod-and-non-prod-servers-both-local-and-server-agents/807 "2024-07-01T07:24:12Z")

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Hi Please anyone explain the licensing requirement for Oracle Data Integrator (ODI) using CDATA jdbc driver for excel? We have purchased the cdata jdbc excel driver for ODI however not sure if we can use the license on…

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## [Edit Generated Schema Files](https://community.cdata.com/t/edit-generated-schema-files/747)

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**Author:** [@Naomi\_Y](https://community.cdata.com/u/Naomi_Y)\
**Replies:** 0\
**Last updated:** [June 5, 2024, 7:59pm UTC](https://community.cdata.com/t/edit-generated-schema-files/747 "2024-06-05T19:59:21Z")

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In this article, I will outline how to edit a newly generated schema file using our Connectors. This article will use our QuickBooks Online Power BI Connector as an example; however, this walkthrough is applicable to any…

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## [“\[INVALID\_PARAMETER\] Invalid search query” error when trying to query NetSuite tables](https://community.cdata.com/t/invalid-parameter-invalid-search-query-error-when-trying-to-query-netsuite-tables/741)

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**Author:** [@DylanO](https://community.cdata.com/u/DylanO)\
**Replies:** 0\
**Last updated:** [June 3, 2024, 7:19pm UTC](https://community.cdata.com/t/invalid-parameter-invalid-search-query-error-when-trying-to-query-netsuite-tables/741 "2024-06-03T19:19:10Z")

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When using any of our NetSuite connectors, you may see the following error when trying to query a table: \[INVALID\_PARAMETER\] Invalid search query. Detailed unprocessed description follows. Search error occurred: Field ‘\<…

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## [New to CData: Excel Limitation question for consulting firm](https://community.cdata.com/t/new-to-cdata-excel-limitation-question-for-consulting-firm/731)

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**Author:** [@maxp222](https://community.cdata.com/u/maxp222)\
**Replies:** 1\
**Last updated:** [May 28, 2024, 3:57am UTC](https://community.cdata.com/t/new-to-cdata-excel-limitation-question-for-consulting-firm/731 "2024-05-28T03:57:30Z")

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Hello, I am new to the cdata community and am in the process of learning what it’s all about! There is an Excel limitation issue that plagues most PE and consulting firms. When trying to aggregate many (50+) financial mo…

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## [10,000 Table Limit in Excel and Power BI Navigator](https://community.cdata.com/t/10-000-table-limit-in-excel-and-power-bi-navigator/557)

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**Author:** [@Cameron\_L](https://community.cdata.com/u/Cameron_L)\
**Replies:** 0\
**Last updated:** [December 11, 2023, 3:55pm UTC](https://community.cdata.com/t/10-000-table-limit-in-excel-and-power-bi-navigator/557 "2023-12-11T15:55:56Z")

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When attempting to load data into Microsoft Excel or Power BI, the Navigator that opens has a limitation where it can only display the first 10,000 tables at once. Since certain data sources, such as SAP, deal with more …

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## [Cannot update Azure Table with Excel Add-In (trial version)](https://community.cdata.com/t/cannot-update-azure-table-with-excel-add-in-trial-version/527)

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**Author:** [@vburd](https://community.cdata.com/u/vburd)\
**Replies:** 2\
**Last updated:** [November 27, 2023, 2:39pm UTC](https://community.cdata.com/t/cannot-update-azure-table-with-excel-add-in-trial-version/527 "2023-11-27T14:39:18Z")

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Hi, I’m trying to update records in an Azure Table with the trial version of the CData Excel Add-In for Azure Table Storage (v23.0.8716). I’ve tried using both an Access Key and a Shared Access Token. I can load the da…

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## [CRMA to Excel Compatible?](https://community.cdata.com/t/crma-to-excel-compatible/499)

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**Author:** [@adon](https://community.cdata.com/u/adon)\
**Replies:** 1\
**Last updated:** [November 6, 2023, 3:39pm UTC](https://community.cdata.com/t/crma-to-excel-compatible/499 "2023-11-06T15:39:49Z")

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The inquiry is as outlined in the title: I am looking to establish a setup enabling the modification of dashboards and lenses within CRM Analytics directly from an Excel worksheet, ideally facilitating a live two-way con…

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## [Using parameters in the SQL Statements via Power Query in Excel](https://community.cdata.com/t/using-parameters-in-the-sql-statements-via-power-query-in-excel/460)

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**Author:** [@Ilia\_N](https://community.cdata.com/u/Ilia_N)\
**Replies:** 0\
**Last updated:** [October 16, 2023, 3:11pm UTC](https://community.cdata.com/t/using-parameters-in-the-sql-statements-via-power-query-in-excel/460 "2023-10-16T15:11:29Z")

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In certain situations, you may find the need to run a SQL Statement with conditions, like a StartDate and EndDate, and import the resulting data into Excel. Additionally, taking it a step further, reading input parameter…

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## [409 -- \[not\_found\] \[path\] path/not\_found](https://community.cdata.com/t/409-not-found-path-path-not-found/442)

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**Author:** [@Alba\_Trupja](https://community.cdata.com/u/Alba_Trupja)\
**Replies:** 0\
**Last updated:** [October 6, 2023, 6:42pm UTC](https://community.cdata.com/t/409-not-found-path-path-not-found/442 "2023-10-06T18:42:51Z")

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Data management is made easier by file-based drivers, which enable users to easily interact with data that is stored in a variety of formats however, having problems with a file download can be irritating. In this art…

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## [Excel Add-In: “Compile error: User-defined type not defined” when running VBA script.](https://community.cdata.com/t/excel-add-in-compile-error-user-defined-type-not-defined-when-running-vba-script/437)

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**Author:** [@Skerdian\_Shehaj](https://community.cdata.com/u/Skerdian_Shehaj)\
**Replies:** 0\
**Last updated:** [October 5, 2023, 9:00pm UTC](https://community.cdata.com/t/excel-add-in-compile-error-user-defined-type-not-defined-when-running-vba-script/437 "2023-10-05T21:00:15Z")

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If you are encountering this issue, it is most likely because you have not added the CData Excel Add-In as a reference in your Visual Basic module/script. To add the CData Excel Add-In as a reference, please follow …

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## [Excel Add-In: Inserting custom columns & calculating Excel formulas](https://community.cdata.com/t/excel-add-in-inserting-custom-columns-calculating-excel-formulas/436)

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**Author:** [@Skerdian\_Shehaj](https://community.cdata.com/u/Skerdian_Shehaj)\
**Replies:** 0\
**Last updated:** [October 5, 2023, 8:03pm UTC](https://community.cdata.com/t/excel-add-in-inserting-custom-columns-calculating-excel-formulas/436 "2023-10-05T20:03:54Z")

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If you encounter issues while incorporating Excel formulas (in custom columns) into worksheets containing data retrieved using the CData Excel Add-In, follow these steps for seamless integration: Ensure that you add th…

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## [PIVOT queries in SQL - works in FDConnection but NOT in FDQuery - why?](https://community.cdata.com/t/pivot-queries-in-sql-works-in-fdconnection-but-not-in-fdquery-why/370)

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**Author:** [@Gator](https://community.cdata.com/u/Gator)\
**Replies:** 1\
**Last updated:** [September 15, 2023, 10:12am UTC](https://community.cdata.com/t/pivot-queries-in-sql-works-in-fdconnection-but-not-in-fdquery-why/370 "2023-09-15T10:12:52Z")

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Here is a simple example of a query that works in FDConnection but not FDQuery. This was tested on the 30 row Excel table using the CDataExcel driver id. The first component returns a 30 row result set. The second com…

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## [Help with Google Sheets Excel Add-In - Gap of knowledge](https://community.cdata.com/t/help-with-google-sheets-excel-add-in-gap-of-knowledge/319)

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**Author:** [@JCoupe](https://community.cdata.com/u/JCoupe)\
**Replies:** 2\
**Last updated:** [August 8, 2023, 7:38pm UTC](https://community.cdata.com/t/help-with-google-sheets-excel-add-in-gap-of-knowledge/319 "2023-08-08T19:38:48Z")

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I know I’m missing some fundamental context of query building - but I just want to cobble something together and could use a bit of assistance. I’d like to use the Google Sheets Excel Add-In, or even the ODBC Driver for…

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## [Excel Add-In – CData ribbon not appearing](https://community.cdata.com/t/excel-add-in-cdata-ribbon-not-appearing/246)

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**Author:** [@Elizabeth\_G](https://community.cdata.com/u/Elizabeth_G)\
**Replies:** 0\
**Last updated:** [July 11, 2023, 7:45pm UTC](https://community.cdata.com/t/excel-add-in-cdata-ribbon-not-appearing/246 "2023-07-11T19:45:21Z")

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If the CData ribbon is not appearing for the Excel Add-In, you will need to manually enable the Add-In. To accomplish this, you will need to go to File → Options, and select Add-ins. Select Manage: Disabled Items…

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## [Why the Update Rows button is not active in CData Excel Add-In for Google Calendar after the installation?](https://community.cdata.com/t/why-the-update-rows-button-is-not-active-in-cdata-excel-add-in-for-google-calendar-after-the-installation/169)

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**Author:** [@Artem3001](https://community.cdata.com/u/Artem3001)\
**Replies:** 1\
**Last updated:** [May 1, 2023, 2:34pm UTC](https://community.cdata.com/t/why-the-update-rows-button-is-not-active-in-cdata-excel-add-in-for-google-calendar-after-the-installation/169 "2023-05-01T14:34:46Z")

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I installed the CData Excel Add-In for Google Calendar, but the Update Rows button, which is responsible for changing the table to change events in the Google Calendar button is not active. Although the connection to the…

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## [CData Drivers - Getting Started (video playlist)](https://community.cdata.com/t/cdata-drivers-getting-started-video-playlist/146)

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**Author:** [@Luc](https://community.cdata.com/u/Luc)\
**Replies:** 0\
**Last updated:** [April 5, 2023, 8:04pm UTC](https://community.cdata.com/t/cdata-drivers-getting-started-video-playlist/146 "2023-04-05T20:04:14Z")

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Real-Time Data Connectors - Connect your BI, Analytics, ETL, & custom applications with any SaaS, NoSQL, or Big Data source. What is a Driver? Watch our short video to answer the question, “what is a driver?” and lear…

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## [Excel Add-In Getting Started Guide (with video)](https://community.cdata.com/t/excel-add-in-getting-started-guide-with-video/91)

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**Author:** [@Luc](https://community.cdata.com/u/Luc)\
**Replies:** 0\
**Last updated:** [March 24, 2023, 4:06pm UTC](https://community.cdata.com/t/excel-add-in-getting-started-guide-with-video/91 "2023-03-24T16:06:57Z")

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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 a…

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## [Using Microsoft Query in Excel to Connect to Salesforce](https://community.cdata.com/t/using-microsoft-query-in-excel-to-connect-to-salesforce/71)

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**Author:** [@jerodj-cdata](https://community.cdata.com/u/jerodj-cdata)\
**Replies:** 0\
**Last updated:** [March 20, 2023, 9:32pm UTC](https://community.cdata.com/t/using-microsoft-query-in-excel-to-connect-to-salesforce/71 "2023-03-20T21:32:12Z")

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This article uses the CData ODBC driver for Salesforce to import data in Excel with Microsoft Query Query. This article also demonstrate using parameters with Microsoft Query. The CData ODBC Driver for Salesforce uses t…

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## [Excel Spreadsheet Automation with the CDATAQUERY Formula](https://community.cdata.com/t/excel-spreadsheet-automation-with-the-cdataquery-formula/66)

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**Author:** [@jerodj-cdata](https://community.cdata.com/u/jerodj-cdata)\
**Replies:** 0\
**Last updated:** [March 20, 2023, 9:23pm UTC](https://community.cdata.com/t/excel-spreadsheet-automation-with-the-cdataquery-formula/66 "2023-03-20T21:23:20Z")

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The CData Excel Add-In provides formulas that can pull data from different data sources into your spreadsheet. For example, the add-in for Google Apps can create a spreadsheet of directions. This article shows how to use…

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