The CData Excel Add-In for Tableau CRM Analytics supports several operations on data, including querying, deleting, modifying, and inserting.

SELECT Statements

See SELECT Statements for a syntax reference and examples.

See Data Model for information on the capabilities of the Tableau CRM API.

INSERT Statements

See INSERT Statements for a syntax reference and examples.

UPDATE Statements

The primary key Id is required to update a record. See UPDATE Statements for a syntax reference and examples.

UPSERT Statements

An UPSERT updates a record if it exists and inserts the record if it does not. See UPSERT Statements for a syntax reference and examples.

DELETE Statements

The primary key Id is required to delete a record. See DELETE Statements for a syntax reference and examples.

EXECUTE Statements

Use EXECUTE or EXEC statements to execute stored procedures. See EXECUTE Statements for a syntax reference and examples.

Names and Quoting

• Table and column names are considered identifier names; as such, they are restricted to the following characters: [A-Z, a-z, 0-9, _:@].
• To use a table or column name with characters not listed above, the name must be quoted using square brackets ([name]) in any SQL statement.
• Parameter names can optionally start with the @ symbol (e.g., @p1 or @CustomerName) and cannot be quoted.
• Strings must be quoted using single quotes (e.g., 'John Doe').