The add-in integrates with the Excel toolbar and ribbon, adding controls for querying and editing FinancialForce.
Building an SQL SELECT Query
After Establishing a Connection, select tables, columns, and filters -- as you make changes, the add-in generates the underlying SELECT query. Edit the query directly to execute joins, aggregations, or more complex SELECT Statements. See Data Model for more information on how the add-in models FinancialForce as a database, including any required columns to search or update data.
- If you have already setup a connection, click Edit Query in the CData ribbon. Otherwise, click Get Data and select "From FinancialForce" from the CData ribbon to open the Data Selection wizard.
- To change the table you wish to query, click the Select button.
- You can define filters, column aliases, and a limit on the records to return.
Querying Data with Cell References and Formulas
By Writing Parameterized Queries, you can reference cells to dynamically search FinancialForce. The following query filters on cell A2 of the sheet InputSheet:
SELECT * FROM Account WHERE Industry = @InputSheet!A2
To execute parameterized queries in the Data Selection dialog, you need to edit the query directly.
Setting the Location of Results
In the Sheet Name box, enter the name of the worksheet that should contain the retrieved data. Additionally, in the Start Data at Row box enter the row where the query results should start.
Refreshing Data Manually
You can automatically refresh the data using the Refresh Worksheet button in the ribbon.
Refreshing Data Automatically
Select the Auto Refresh option to poll FinancialForce for changes over an interval specified in seconds. You can also refresh the spreadsheet on demand from the ribbon.
Note that the refresh overwrites local changes -- if you have local changes, you are prompted to accept a warning before refreshing the sheet.