CData Cloud offers access to Excel Services across several standard services and protocols, in a cloud-hosted solution. Any application that can connect to a SQL Server database can connect to Excel Services through CData Cloud.
CData Cloud allows you to standardize and configure connections to Excel Services as though it were any other OData endpoint or standard SQL Server.
This page provides a guide to Establishing a Connection to Excel Services in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.
Establishing a Connection shows how to authenticate to Excel Services and configure any necessary connection properties to create a database in CData Cloud
Accessing data from Excel Services through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.
Connect to Excel Services by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.
This section provides the details for connecting SharePoint On Premises.
Regardless of which edition of SharePoint you are using, set File to the Excel workbook. This path is relative to the following properties:
The Cloud detects the available tables based on the available objects in the underlying API.
The APIs surface different API objects; select the API based on the organization of your spreadsheets and your SharePoint version:
With DefineTables additionally set, you can define tables based on ranges, using the Excel range syntax. A range that is too large will be restricted by the API.
See Data Model for more information on how the Cloud detects tables and how to query them.
Set the URL to your server's name or IP address. Additionally, set SharePointVersion and the authentication values.
To authenticate to SharePoint OnPremises, set AuthScheme to the authentication type and set User and Password, if necessary.
Note: When connecting to SharePoint On-Premises 2010, you must set UseRESTAPI to true.
This is the most common authentication type. As such, the Cloud is preconfigured to use NTLM as the default; simply set the Windows User and Password to connect.
Please see Using Kerberos for details on how to authenticate with Kerberos.
This allows authentication through a custom authentication method, instead of Active Directory. To use this authentication type, set AuthScheme to FORMS and set the User and Password.
Set the AuthScheme to ADFS. The following connection properties need to be set:
AuthScheme=ADFS;User=ADFSUserName;Password=ADFSPassword;SSOLoginURL=https://<authority>/adfs/services/trust/2005/usernamemixed;SSO Properties ='RelyingParty=urn:sharepoint:sp2016;';
Set the AuthScheme to NONE along with the URL.
To make it easier to access data in advanced integrations, you can use the following:
This error occurs when a workbook has too much data per row. Generally, solution to this error will be to make the Excel table smaller or to make the rows less dense.
However, setting the following connection properties will enable you to work around this limitation. Note: This workaround is only supported when using the REST API.
To authenticate to Excel Services with Kerberos, set AuthScheme to NEGOTIATE.
Authenticating to Excel Services via Kerberos requires you to define authentication properties and to choose how Kerberos should retrieve authentication tickets.
The Cloud provides three ways to retrieve the required Kerberos ticket, depending on whether or not the KRB5CCNAME and/or KerberosKeytabFile variables exist in your environment.
MIT Kerberos Credential Cache File
This option enables you to use the MIT Kerberos Ticket Manager or kinit command to get tickets. With this option there is no need to set the User or Password connection properties.
This option requires that KRB5CCNAME has been created in your system.
To enable ticket retrieval via MIT Kerberos Credential Cache Files:
If the ticket is successfully obtained, the ticket information appears in Kerberos Ticket Manager and is stored in the credential cache file.
The Cloud uses the cache file to obtain the Kerberos ticket to connect to Excel Services.
Note: If you would prefer not to edit KRB5CCNAME, you can use the KerberosTicketCache property to set the file path manually. After this is set, the Cloud uses the specified cache file to obtain the Kerberos ticket to connect to Excel Services.
Keytab File
If your environment lacks the KRB5CCNAME environment variable, you can retrieve a Kerberos ticket using a Keytab File.
To use this method, set the User property to the desired username, and set the KerberosKeytabFile property to a file path pointing to the keytab file associated with the user.
User and Password
If your environment lacks the KRB5CCNAME environment variable and the KerberosKeytabFile property has not been set, you can retrieve a ticket using a user and password combination.
To use this method, set the User and Password properties to the user/password combination that you use to authenticate with Excel Services.
To enable this kind of cross-realm authentication, set the KerberosRealm and KerberosKDC properties to the values required for user authentication. Also, set the KerberosServiceRealm and KerberosServiceKDC properties to the values required to obtain the service ticket.
By default, the Cloud attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.
To specify another certificate, see the SSLServerCert connection property.
To authenticate to an HTTP proxy, set the following:
Set the following properties:
The Cloud supports retrieving Excel data from SharePoint On-Premises through the REST API and through the OData API introduced in SharePoint 2013. Excel files must have the .xlsx format used in Excel 2007 and later.
Note: Microsoft has stated that they plan to sunset the Excel Services API for SharePoint Online in February 2022. Please consider migrating to the CData Cloud for Excel Online for future access to your SharePoint data.
The Cloud can detect the tables in your workbook based on the following:
Through dynamic metadata querying, any changes you make in Excel, such as adding an Excel table or spreadsheet or modifying columns, are reflected when you reconnect.
The OData API and REST API (the default) each surface different API objects. Select which API to use based on how your workbook is organized and your Excel Services version.
The OData API surfaces only the Excel tables you defined in your spreadsheets with Insert -> Table.
If you need to access data outside of Excel tables, set UseRESTAPI to true; the REST API enables access to spreadsheets, ranges, and Excel tables as database tables.
See REST API for more information on executing SQL to spreadsheets and ranges.
The following table shows which APIs are available for each SharePoint version:
| SharePoint Version | Available APIs |
| SharePoint Online | REST or OData |
| SharePoint On-Premises 2016 | REST or OData |
| SharePoint On-Premises 2013 | REST or OData |
| SharePoint On-Premises 2010 | REST |
When using the OData protocol, you can access only data defined within Excel tables in the spreadsheet, which you create by clicking Insert -> Table in Excel.
Therefore if you have data outside a table object, this data cannot be retrieved using the OData API. Thus you may see a case where no tables are returned. This is a function of the OData API and you may want to look at using the REST API in such a case.
When you are using the REST API, you can select data from the following tables:
When one or more tables have the same name, the Cloud uses the following precedence in decreasing order to resolve the collision: ranges -> Excel tables -> sheets.
For example: MyTable is in DefineTables and there is also an Excel table with the same name in the workbook. The definition specified within DefineTables overrides the Excel table.
To select data from a spreadsheet, specify the spreadsheet name in the FROM clause. By default, the first row is used to determine column names. You can set Header to false to disable automatic column name detection.
The data range is A1:Z100. To specify a different range, use DefineTables.
To select data from an Excel table object, specify the table name in the FROM clause. These are the tables you create by clicking Insert -> Table in Excel.
You can use the standard Excel format to define ranges; map the range to a table name in DefineTables.
You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.
The following tables return database metadata for Excel Services:
The following tables return information about how to connect to and query the data source:
The following table returns query statistics for data modification queries:
Lists the available databases.
The following query retrieves all databases determined by the connection string:
SELECT * FROM sys_catalogs
| Name | Type | Description |
| CatalogName | String | The database name. |
Lists the available schemas.
The following query retrieves all available schemas:
SELECT * FROM sys_schemas
| Name | Type | Description |
| CatalogName | String | The database name. |
| SchemaName | String | The schema name. |
Lists the available tables.
The following query retrieves the available tables and views:
SELECT * FROM sys_tables
| Name | Type | Description |
| CatalogName | String | The database containing the table or view. |
| SchemaName | String | The schema containing the table or view. |
| TableName | String | The name of the table or view. |
| TableType | String | The table type (table or view). |
| Description | String | A description of the table or view. |
| IsUpdateable | Boolean | Whether the table can be updated. |
Describes the columns of the available tables and views.
The following query returns the columns and data types for the Account table:
SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Account'
| Name | Type | Description |
| CatalogName | String | The name of the database containing the table or view. |
| SchemaName | String | The schema containing the table or view. |
| TableName | String | The name of the table or view containing the column. |
| ColumnName | String | The column name. |
| DataTypeName | String | The data type name. |
| DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
| Length | Int32 | The storage size of the column. |
| DisplaySize | Int32 | The designated column's normal maximum width in characters. |
| NumericPrecision | Int32 | The maximum number of digits in numeric data. The column length in characters for character and date-time data. |
| NumericScale | Int32 | The column scale or number of digits to the right of the decimal point. |
| IsNullable | Boolean | Whether the column can contain null. |
| Description | String | A brief description of the column. |
| Ordinal | Int32 | The sequence number of the column. |
| IsAutoIncrement | String | Whether the column value is assigned in fixed increments. |
| IsGeneratedColumn | String | Whether the column is generated. |
| IsHidden | Boolean | Whether the column is hidden. |
| IsArray | Boolean | Whether the column is an array. |
| IsReadOnly | Boolean | Whether the column is read-only. |
| IsKey | Boolean | Indicates whether a field returned from sys_tablecolumns is the primary key of the table. |
| ColumnType | String | The role or classification of the column in the schema. Possible values include SYSTEM, LINKEDCOLUMN, NAVIGATIONKEY, REFERENCECOLUMN, and NAVIGATIONPARENTCOLUMN. |
Lists the available stored procedures.
The following query retrieves the available stored procedures:
SELECT * FROM sys_procedures
| Name | Type | Description |
| CatalogName | String | The database containing the stored procedure. |
| SchemaName | String | The schema containing the stored procedure. |
| ProcedureName | String | The name of the stored procedure. |
| Description | String | A description of the stored procedure. |
| ProcedureType | String | The type of the procedure, such as PROCEDURE or FUNCTION. |
Describes stored procedure parameters.
The following query returns information about all of the input parameters for the SelectEntries stored procedure:
SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'SelectEntries' AND Direction = 1 OR Direction = 2
To include result set columns in addition to the parameters, set the IncludeResultColumns pseudo column to True:
SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'SelectEntries' AND IncludeResultColumns='True'
| Name | Type | Description |
| CatalogName | String | The name of the database containing the stored procedure. |
| SchemaName | String | The name of the schema containing the stored procedure. |
| ProcedureName | String | The name of the stored procedure containing the parameter. |
| ColumnName | String | The name of the stored procedure parameter. |
| Direction | Int32 | An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters. |
| DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
| DataTypeName | String | The name of the data type. |
| NumericPrecision | Int32 | The maximum precision for numeric data. The column length in characters for character and date-time data. |
| Length | Int32 | The number of characters allowed for character data. The number of digits allowed for numeric data. |
| NumericScale | Int32 | The number of digits to the right of the decimal point in numeric data. |
| IsNullable | Boolean | Whether the parameter can contain null. |
| IsRequired | Boolean | Whether the parameter is required for execution of the procedure. |
| IsArray | Boolean | Whether the parameter is an array. |
| Description | String | The description of the parameter. |
| Ordinal | Int32 | The index of the parameter. |
| Values | String | The values you can set in this parameter are limited to those shown in this column. Possible values are comma-separated. |
| SupportsStreams | Boolean | Whether the parameter represents a file that you can pass as either a file path or a stream. |
| IsPath | Boolean | Whether the parameter is a target path for a schema creation operation. |
| Default | String | The value used for this parameter when no value is specified. |
| SpecificName | String | A label that, when multiple stored procedures have the same name, uniquely identifies each identically-named stored procedure. If there's only one procedure with a given name, its name is simply reflected here. |
| IsCDataProvided | Boolean | Whether the procedure is added/implemented by CData, as opposed to being a native Excel Services procedure. |
| Name | Type | Description |
| IncludeResultColumns | Boolean | Whether the output should include columns from the result set in addition to parameters. Defaults to False. |
Describes the primary and foreign keys.
The following query retrieves the primary key for the Account table:
SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Account'
| Name | Type | Description |
| CatalogName | String | The name of the database containing the key. |
| SchemaName | String | The name of the schema containing the key. |
| TableName | String | The name of the table containing the key. |
| ColumnName | String | The name of the key column. |
| IsKey | Boolean | Whether the column is a primary key in the table referenced in the TableName field. |
| IsForeignKey | Boolean | Whether the column is a foreign key referenced in the TableName field. |
| PrimaryKeyName | String | The name of the primary key. |
| ForeignKeyName | String | The name of the foreign key. |
| ReferencedCatalogName | String | The database containing the primary key. |
| ReferencedSchemaName | String | The schema containing the primary key. |
| ReferencedTableName | String | The table containing the primary key. |
| ReferencedColumnName | String | The column name of the primary key. |
Describes the foreign keys.
The following query retrieves all foreign keys which refer to other tables:
SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
| Name | Type | Description |
| CatalogName | String | The name of the database containing the key. |
| SchemaName | String | The name of the schema containing the key. |
| TableName | String | The name of the table containing the key. |
| ColumnName | String | The name of the key column. |
| PrimaryKeyName | String | The name of the primary key. |
| ForeignKeyName | String | The name of the foreign key. |
| ReferencedCatalogName | String | The database containing the primary key. |
| ReferencedSchemaName | String | The schema containing the primary key. |
| ReferencedTableName | String | The table containing the primary key. |
| ReferencedColumnName | String | The column name of the primary key. |
| ForeignKeyType | String | Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key. |
Describes the primary keys.
The following query retrieves the primary keys from all tables and views:
SELECT * FROM sys_primarykeys
| Name | Type | Description |
| CatalogName | String | The name of the database containing the key. |
| SchemaName | String | The name of the schema containing the key. |
| TableName | String | The name of the table containing the key. |
| ColumnName | String | The name of the key column. |
| KeySeq | String | The sequence number of the primary key. |
| KeyName | String | The name of the primary key. |
Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.
The following query retrieves all indexes that are not primary keys:
SELECT * FROM sys_indexes WHERE IsPrimary='false'
| Name | Type | Description |
| CatalogName | String | The name of the database containing the index. |
| SchemaName | String | The name of the schema containing the index. |
| TableName | String | The name of the table containing the index. |
| IndexName | String | The index name. |
| ColumnName | String | The name of the column associated with the index. |
| IsUnique | Boolean | True if the index is unique. False otherwise. |
| IsPrimary | Boolean | True if the index is a primary key. False otherwise. |
| Type | Int16 | An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3). |
| SortOrder | String | The sort order: A for ascending or D for descending. |
| OrdinalPosition | Int16 | The sequence number of the column in the index. |
Returns information on the available connection properties and those set in the connection string.
The following query retrieves all connection properties that have been set in the connection string or set through a default value:
SELECT * FROM sys_connection_props WHERE Value <> ''
| Name | Type | Description |
| Name | String | The name of the connection property. |
| ShortDescription | String | A brief description. |
| Type | String | The data type of the connection property. |
| Default | String | The default value if one is not explicitly set. |
| Values | String | A comma-separated list of possible values. A validation error is thrown if another value is specified. |
| Value | String | The value you set or a preconfigured default. |
| Required | Boolean | Whether the property is required to connect. |
| Category | String | The category of the connection property. |
| IsSessionProperty | String | Whether the property is a session property, used to save information about the current connection. |
| Sensitivity | String | The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms. |
| PropertyName | String | A camel-cased truncated form of the connection property name. |
| Ordinal | Int32 | The index of the parameter. |
| CatOrdinal | Int32 | The index of the parameter category. |
| Hierarchy | String | Shows dependent properties associated that need to be set alongside this one. |
| Visible | Boolean | Informs whether the property is visible in the connection UI. |
| ETC | String | Various miscellaneous information about the property. |
Describes the SELECT query processing that the Cloud can offload to the data source.
See SQL Compliance for SQL syntax details.
Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.
| Name | Description | Possible Values |
| AGGREGATE_FUNCTIONS | Supported aggregation functions. | AVG, COUNT, MAX, MIN, SUM, DISTINCT |
| COUNT | Whether COUNT function is supported. | YES, NO |
| IDENTIFIER_QUOTE_OPEN_CHAR | The opening character used to escape an identifier. | [ |
| IDENTIFIER_QUOTE_CLOSE_CHAR | The closing character used to escape an identifier. | ] |
| SUPPORTED_OPERATORS | A list of supported SQL operators. | =, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR |
| GROUP_BY | Whether GROUP BY is supported, and, if so, the degree of support. | NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE |
| OJ_CAPABILITIES | The supported varieties of outer joins supported. | NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS |
| OUTER_JOINS | Whether outer joins are supported. | YES, NO |
| SUBQUERIES | Whether subqueries are supported, and, if so, the degree of support. | NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED |
| STRING_FUNCTIONS | Supported string functions. | LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE |
| NUMERIC_FUNCTIONS | Supported numeric functions. | ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE |
| TIMEDATE_FUNCTIONS | Supported date/time functions. | NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT |
| REPLICATION_SKIP_TABLES | Indicates tables skipped during replication. | |
| REPLICATION_TIMECHECK_COLUMNS | A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication. | |
| IDENTIFIER_PATTERN | String value indicating what string is valid for an identifier. | |
| SUPPORT_TRANSACTION | Indicates if the provider supports transactions such as commit and rollback. | YES, NO |
| DIALECT | Indicates the SQL dialect to use. | |
| KEY_PROPERTIES | Indicates the properties which identify the uniform database. | |
| SUPPORTS_MULTIPLE_SCHEMAS | Indicates if multiple schemas may exist for the provider. | YES, NO |
| SUPPORTS_MULTIPLE_CATALOGS | Indicates if multiple catalogs may exist for the provider. | YES, NO |
| DATASYNCVERSION | The CData Data Sync version needed to access this driver. | Standard, Starter, Professional, Enterprise |
| DATASYNCCATEGORY | The CData Data Sync category of this driver. | Source, Destination, Cloud Destination |
| SUPPORTSENHANCEDSQL | Whether enhanced SQL functionality beyond what is offered by the API is supported. | TRUE, FALSE |
| SUPPORTS_BATCH_OPERATIONS | Whether batch operations are supported. | YES, NO |
| SQL_CAP | All supported SQL capabilities for this driver. | SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX |
| PREFERRED_CACHE_OPTIONS | A string value specifies the preferred cacheOptions. | |
| ENABLE_EF_ADVANCED_QUERY | Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side. | YES, NO |
| PSEUDO_COLUMNS | A string array indicating the available pseudo columns. | |
| MERGE_ALWAYS | If the value is true, The Merge Mode is forcibly executed in Data Sync. | TRUE, FALSE |
| REPLICATION_MIN_DATE_QUERY | A select query to return the replicate start datetime. | |
| REPLICATION_MIN_FUNCTION | Allows a provider to specify the formula name to use for executing a server side min. | |
| REPLICATION_START_DATE | Allows a provider to specify a replicate startdate. | |
| REPLICATION_MAX_DATE_QUERY | A select query to return the replicate end datetime. | |
| REPLICATION_MAX_FUNCTION | Allows a provider to specify the formula name to use for executing a server side max. | |
| IGNORE_INTERVALS_ON_INITIAL_REPLICATE | A list of tables which will skip dividing the replicate into chunks on the initial replicate. | |
| CHECKCACHE_USE_PARENTID | Indicates whether the CheckCache statement should be done against the parent key column. | TRUE, FALSE |
| CREATE_SCHEMA_PROCEDURES | Indicates stored procedures that can be used for generating schema files. |
The following query retrieves the operators that can be used in the WHERE clause:
SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.
| Name | Type | Description |
| NAME | String | A component of SQL syntax, or a capability that can be processed on the server. |
| VALUE | String | Detail on the supported SQL or SQL syntax. |
Returns information about attempted modifications.
The following query retrieves the Ids of the modified rows in a batch operation:
SELECT * FROM sys_identity
| Name | Type | Description |
| Id | String | The database-generated Id returned from a data modification operation. |
| Batch | String | An identifier for the batch. 1 for a single operation. |
| Operation | String | The result of the operation in the batch: INSERTED, UPDATED, or DELETED. |
| Message | String | SUCCESS or an error message if the update in the batch failed. |
Describes the available system information.
The following query retrieves all columns:
SELECT * FROM sys_information
| Name | Type | Description |
| Product | String | The name of the product. |
| Version | String | The version number of the product. |
| Datasource | String | The name of the datasource the product connects to. |
| NodeId | String | The unique identifier of the machine where the product is installed. |
| HelpURL | String | The URL to the product's help documentation. |
| License | String | The license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.) |
| Location | String | The file path location where the product's library is stored. |
| Environment | String | The version of the environment or rumtine the product is currently running under. |
| DataSyncVersion | String | The tier of CData Sync required to use this connector. |
| DataSyncCategory | String | The category of CData Sync functionality (e.g., Source, Destination). |
The Cloud maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.
| Excel Services (OData V3) | Excel Services (OData V4) | CData Schema |
| Edm.Binary | Edm.Binary | binary |
| Edm.Boolean | Edm.Boolean | bool |
| Edm.DateTime | Edm.DateTimeOffset | datetime |
| Edm.Double | Edm.Double | double |
| Edm.Guid | Edm.Guid | guid |
| Edm.Int32 | Edm.Int32 | int |
| Edm.String | Edm.String | string |
| Edm.TimeOfDay | Edm.TimeOfDay | time |
The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.
For more information on establishing a connection, see Establishing a Connection.
| Property | Description |
| AuthScheme | Specifies the authentication scheme the provider uses to connect. Set this to one of the following values: NTLM, Basic, Digest, Forms, Negotiate, ADFS, or None. |
| URL | Specifies the base URL of the SharePoint site or site collection the provider connects to. |
| User | Specifies the username for the account used to authenticate to the server. |
| Password | Specifies the password for the user account used to authenticate to the server. |
| SharePointVersion | Specifies the version of the SharePoint server that the provider connects to. |
| STSURL | Specifies the URL of the security token service (STS) used for single sign-on (SSO) with ADFS. |
| UseNTLMV1 | Specifies whether the provider uses the NTLMv1 authentication protocol instead of the default NTLMv2. |
| Property | Description |
| DefineTables | Specifies custom table definitions by mapping table names to sheet ranges in the spreadsheet. Use name-value pairs in the form TableName=SheetName!Range. |
| File | Specifies the name of the Excel file to connect to, including the .xlsx extension. |
| Folder | Specifies the folder path within the document library where the file specified in the File property is located. |
| Header | Specifies whether the first row of the sheet contains column names when using the REST API. |
| Library | Specifies the name of the document library that contains the Excel file you want to connect to. |
| IgnoreCalcError | Specifies whether the provider should ignore formula calculation errors in Excel worksheets. |
| MaxRows | Specifies the maximum number of rows the provider returns when a query does not include aggregation or grouping. |
| TypeDetectionScheme | Specifies how the provider determines the data types of columns in a worksheet. |
| UseRESTAPI | Specifies whether the provider uses the SharePoint REST API instead of the OData API to retrieve data. |
| Property | Description |
| SSOLoginURL | The identity provider's login URL. |
| SSODomain | Specifies the domain associated with the user account when using single sign-on (SSO). |
| SSOProperties | Additional properties required to connect to the identity provider, formatted as a semicolon-separated list. |
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
| Property | Description |
| Verbosity | Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5. |
| Property | Description |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Property | Description |
| IncludeNavigationParentColumns | Specifies whether the provider includes non-key parent columns in views generated from navigation properties. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'. |
| RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
| ShowEmptyRows | Specifies whether the provider includes empty rows when reading data from a worksheet. |
| ThrowsKeyNotFound | Specifies whether or not throws an exception if there is no rows updated. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
| Property | Description |
| AuthScheme | Specifies the authentication scheme the provider uses to connect. Set this to one of the following values: NTLM, Basic, Digest, Forms, Negotiate, ADFS, or None. |
| URL | Specifies the base URL of the SharePoint site or site collection the provider connects to. |
| User | Specifies the username for the account used to authenticate to the server. |
| Password | Specifies the password for the user account used to authenticate to the server. |
| SharePointVersion | Specifies the version of the SharePoint server that the provider connects to. |
| STSURL | Specifies the URL of the security token service (STS) used for single sign-on (SSO) with ADFS. |
| UseNTLMV1 | Specifies whether the provider uses the NTLMv1 authentication protocol instead of the default NTLMv2. |
Specifies the authentication scheme the provider uses to connect. Set this to one of the following values: NTLM, Basic, Digest, Forms, Negotiate, ADFS, or None.
string
"NTLM"
Used with User and Password to authenticate against the server.
Use one of the following options:
Specifies the base URL of the SharePoint site or site collection the provider connects to.
string
""
This property specifies the full base URL of the SharePoint site or site collection where your Excel file is stored.
The Cloud uses this URL to construct additional requests to access files, metadata, and resources within the site.
Examples of valid values:
Use this property to establish the root connection point for all SharePoint operations.
Specifies the username for the account used to authenticate to the server.
string
""
This property specifies the username for the account the Cloud uses to authenticate to the SharePoint server.
It is used together with the Password property.
The required username format may vary depending on the authentication scheme. For example, domain\username which is typically used in NTLM or Kerberos environments or [email protected] for ADFS or Forms authentication.
Use this property when the selected authentication scheme requires user credentials.
Specifies the password for the user account used to authenticate to the server.
string
""
This property, along with the User property, provides the credentials the Cloud uses to authenticate to the server.
The password must match the account specified in the User property and must be valid for the authentication scheme in use.
Use this property when the selected authentication scheme requires a password-based login.
Specifies the URL of the security token service (STS) used for single sign-on (SSO) with ADFS.
string
""
This property specifies the URL of the security token service (STS) used to request authentication tokens during single sign-on (SSO).
It is required only when AuthScheme is set to ADFS and the SSO flow uses a locally hosted Active Directory Federation Services (ADFS) instance.
Use this property when connecting to a SharePoint environment secured by an on-premises ADFS server.
Specifies whether the provider uses the NTLMv1 authentication protocol instead of the default NTLMv2.
bool
false
This property controls which version of the NTLM authentication protocol the Cloud uses to connect to the server.
If set to true, the Cloud uses NTLMv1.
If set to false, it uses the more secure NTLMv2.
Use this property only if the server explicitly requires NTLMv1 and does not support NTLMv2.
This section provides a complete list of the Connection properties you can configure in the connection string for this provider.
| Property | Description |
| DefineTables | Specifies custom table definitions by mapping table names to sheet ranges in the spreadsheet. Use name-value pairs in the form TableName=SheetName!Range. |
| File | Specifies the name of the Excel file to connect to, including the .xlsx extension. |
| Folder | Specifies the folder path within the document library where the file specified in the File property is located. |
| Header | Specifies whether the first row of the sheet contains column names when using the REST API. |
| Library | Specifies the name of the document library that contains the Excel file you want to connect to. |
| IgnoreCalcError | Specifies whether the provider should ignore formula calculation errors in Excel worksheets. |
| MaxRows | Specifies the maximum number of rows the provider returns when a query does not include aggregation or grouping. |
| TypeDetectionScheme | Specifies how the provider determines the data types of columns in a worksheet. |
| UseRESTAPI | Specifies whether the provider uses the SharePoint REST API instead of the OData API to retrieve data. |
Specifies custom table definitions by mapping table names to sheet ranges in the spreadsheet. Use name-value pairs in the form TableName=SheetName!Range.
string
""
This property allows you to define custom tables in your spreadsheet by mapping each table name to a specific sheet and cell range. These tables are used when querying the data.
Use a comma-separated list of name-value pairs in the format TableName=SheetName!Range. TableName is the name that appears in queries. SheetName is the name of the worksheet, and Range is the cell range containing the data.
For example:
DefineTables="DefinedTable1=Sheet1!A1:N25,DefinedTable2=Sheet2!C3:M53"
In this example, the Cloud defines two tables. The first table is called "DefinedTable1" and points to the range A1 through N25 on the worksheet named "Sheet1". The second table, "DefinedTable2", points to cells C3 through M53 on "Sheet2". These tables appear in the list of available tables when querying the spreadsheet.
If a custom-defined table shares a name with a default-discovered table (such as one based on a worksheet), the custom table overrides the default.
Specifies the name of the Excel file to connect to, including the .xlsx extension.
string
""
This property specifies the name of the Excel workbook that the Cloud connects to. Include the ".xlsx" file extension in the name.
The file must exist in the location that the Cloud is configured to search. If the file does not exist, the connection will fail.
Specifies the folder path within the document library where the file specified in the File property is located.
string
""
This property specifies the full, hierarchical path to the subfolder within the document library where the File is stored.
Use forward slashes to separate folder levels. For example, if the file is stored in a folder called "SubFolder" inside a folder called "BaseFolder", set this property to "/BaseFolder/SubFolder/".
The folder path must begin and end with a forward slash.
Specifies whether the first row of the sheet contains column names when using the REST API.
bool
true
This property determines how the Cloud names columns when reading data using the REST API and only applies when UseRESTAPI is set to true.
If this property is set to true, the Cloud uses the values in the first row as column names.
If this property is set to false, the Cloud assigns pseudo-column names such as A, B, C, and so on.
Use this property when your data includes column headers in the first row and you want the query results to reflect those names.
Specifies the name of the document library that contains the Excel file you want to connect to.
string
""
This property specifies the name of the document library that contains the Excel file the Cloud connects to.
If you do not set this property, the Cloud defaults to using the "Shared Documents" library.
To connect to OneDrive for Business, set this property to "Documents".
If your SharePoint site uses a language other than English, enter the localized name of the document library. For example, in French-language SharePoint sites, the library might be named "Documents partagés".
To find the correct library name:
For example, if your SharePoint site is in French, the URL might look like this: https://YourSharePointSite/subSites/.../Documents%20partages/Forms/AllItems.aspx
In this case, the document library name is Documents partagés.
Use this property when your Excel file is stored outside the default library or in a OneDrive for Business account.
Specifies whether the provider should ignore formula calculation errors in Excel worksheets.
bool
true
This property controls how the Cloud handles formula calculation errors when reading Excel data.
If set to true, the Cloud ignores any errors that occur during formula evaluation. While this may result in unreliable values for calculated fields, other non-calculated data remains accurate.
If set to false, the Cloud stops processing if a calculation error occurs.
Use this property when you want to load available data despite potential issues in calculated cells.
Specifies the maximum number of rows the provider returns when a query does not include aggregation or grouping.
string
"-1"
This property controls the number of rows the Cloud returns when running a query without aggregation or GROUP BY clauses.
Set this property to a positive integer to limit the number of rows returned. Set it to -1 to return all available rows.
Limiting rows can improve performance when previewing data in design-time environments such as business intelligence tools or query builders.
Use this property when working with large datasets and you want to avoid loading the entire result set during development or metadata exploration.
Specifies how the provider determines the data types of columns in a worksheet.
string
"RowScan"
This property controls how the Cloud determines the data types of columns when reading Excel data.
Available options:
Use this property when you need to control or bypass automatic data type detection in your worksheet.
Specifies whether the provider uses the SharePoint REST API instead of the OData API to retrieve data.
bool
true
This property determines which SharePoint API the Cloud uses to retrieve data.
If set to true, the Cloud uses the REST API. If set to false, it uses the OData API.
SharePoint 2010 only supports the REST API. Later versions of SharePoint support both the REST and OData APIs.
Use the REST API to query spreadsheets and ranges as tables, as well as defined table objects. The OData API allows access only to named table objects.
See Data Model for more details on querying spreadsheets organized in different ways.
Use this property when you need to retrieve data from cell ranges or non-tabular worksheet layouts that the OData API cannot expose.
This section provides a complete list of the SSO properties you can configure in the connection string for this provider.
| Property | Description |
| SSOLoginURL | The identity provider's login URL. |
| SSODomain | Specifies the domain associated with the user account when using single sign-on (SSO). |
| SSOProperties | Additional properties required to connect to the identity provider, formatted as a semicolon-separated list. |
The identity provider's login URL.
string
""
The identity provider's login URL.
Specifies the domain associated with the user account when using single sign-on (SSO).
string
""
This property specifies the domain used by the user account during single sign-on (SSO) authentication.
It is only applicable when the AuthScheme is set to ADFS.
Use this property when the domain of the user identity ([email protected]) is different from the domain expected by the SSO service ([email protected]).
This property is commonly required when using Active Directory Federation Services (ADFS).
Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.
string
""
Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.
This is used with the SSOLoginURL.
SSO configuration is discussed further in .
This section provides a complete list of the SSL properties you can configure in the connection string for this provider.
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
Specifies the certificate to be accepted from the server when connecting using TLS/SSL.
string
""
If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.
This property can take the following forms:
| Description | Example |
| A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
| A path to a local file containing the certificate | C:\cert.cer |
| The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
| The MD5 Thumbprint (hex values can also be either space- or colon-separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
| The SHA1 Thumbprint (hex values can also be either space- or colon-separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
| Property | Description |
| Verbosity | Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5. |
Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
string
"1"
This property defines the level of detail the Cloud includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.
The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.
When combined with the LogModules property, Verbosity can refine logging to specific categories of information.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
| Property | Description |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
string
""
Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
| Property | Description |
| IncludeNavigationParentColumns | Specifies whether the provider includes non-key parent columns in views generated from navigation properties. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'. |
| RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
| ShowEmptyRows | Specifies whether the provider includes empty rows when reading data from a worksheet. |
| ThrowsKeyNotFound | Specifies whether or not throws an exception if there is no rows updated. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. |
Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
string
""
This property allows you to define which pseudocolumns the Cloud exposes as table columns.
To specify individual pseudocolumns, use the following format:
Table1=Column1;Table1=Column2;Table2=Column3
To include all pseudocolumns for all tables use:
*=*
The maximum number of rows to scan to look for the columns available in a table.
int
50
The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.
Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.
Specifies whether the provider includes empty rows when reading data from a worksheet.
bool
true
This property determines whether the Cloud includes completely empty rows in the output when reading data from a worksheet and only applies when UseRESTAPI is set to true.
If this property is set to true, the Cloud includes empty rows in the result set.
If this property is set to false, it skips them.
Use this property when empty rows in your spreadsheet are meaningful and should be preserved in the output.
Specifies whether or not throws an exception if there is no rows updated.
bool
false
Specifies whether or not throws an exception if there is no rows updated.
Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
int
60
The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.
Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.
Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.
Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.
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