Adding a Connection to Microsoft Excel Online

To add a connection to Microsoft Excel Online:

1. In the application console, navigate to the Connections page.
2. At the Add Connections panel, select the icon for the connection you want to add.
3. If the Microsoft Excel Online icon is not available, click the Add More icon to download and install the Microsoft Excel Online connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Microsoft Excel Online

There are two authentication methods available for connecting to Microsoft Excel Online data source:

• OAuth 2.0-based methods: Microsoft Excel Online provides OAuth 2.0-based authentication via both Azure AD and Azure Service Principal.
  • For Azure AD authentication, set AuthScheme to AzureAD.
  • For Azure Service Principal authentication, set AuthScheme to AzureServicePrincipal.
• Managed Service Identity (MSI) authentication. To use this method, set AuthScheme to AzureMSI.

Azure AD

Azure AD is user-based authentication. Credentials are supplied to connect AzureAD to Microsoft Excel Online via a Desktop application. To use the embedded credentials for authentication, leave the OAuth credentials (OAuthClientId and OAuthClientSecret) blank.

For connecting via a Web application, you must create a custom OAuth Azure AD application. The creation of a Custom Azure AD application establishes the OAuth credentials OAuthClientId and OAuthClientSecret. For a discussion of how to create a custom Azure AD application, and reasons why that might be advantageous even if you are not connecting via a Web application, see Creating a Custom OAuth Application.

Azure Service Principal

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow. It does not involve direct user authentication. Instead, credentials are created for just the application itself. All tasks taken by the app are done without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.

Create an AzureAD App and an Azure Service Principal

When authenticating using an Azure Service Principal, you must create and register an Azure AD application with an Azure AD tenant. See Creating a Custom OAuth Application for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated permissions and Application permissions. The permissions used during client credential authentication are under Application Permissions.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
2. Select the subscription to assign the application to.
3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
4. Select Owner as the role to assign to your created Azure AD app.

Complete the Authentication Choose whether to use a client secret or a certificate and follow the relevant steps below.

Client Secret

Set these connection properties:

• AuthScheme: AzureServicePrincipal to use a client secret.
• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• AzureTenant: The tenant you want to connect to.
• OAuthClientId: The client Id in your application settings.
• OAuthClientSecret: The client secret in your application settings.

Certificate

Set these connection properties:

• AuthScheme: AzureServicePrincipalCert to use a certificate.
• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• AzureTenant: The tenant you want to connect to.
• OAuthJWTCert: The JWT Certificate store.
• OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

You are now ready to connect. Authentication with client credentials takes place automatically like any other connection, except there is no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections take place and are handled internally.

Managed Service Identity (MSI)

If you are running Microsoft Excel Online on an Azure VM and want to leverage MSI to connect, set AuthScheme to AzureMSI.

User-Managed Identities

To obtain a token for a managed identity, use the OAuthClientId property to specify the managed identity's "client_id".

When your VM has multiple user-assigned managed identities, you must also specify OAuthClientId.

Connecting to a Workbook

The Sync App exposes workbooks and worksheets from drives you specify in your Microsoft account. You can connect to a workbook by providing authentication to Excel Online and setting any of the following properties.

To control which drives are discovered:

• Drive: The ID of a specific drive. You can use the Drives and SharePointSites views to view all the sites and drives you have access to.
• SharepointURL: The browser URL of a SharePoint site. The driver will expose all drives under the site.
• OAuthClientId: If AuthScheme is set to AzureServicePrincipal or if OAuthGrantType is set to CLIENT, the drive associated with your OAuth app will be exposed.

If none of the above are specified, access is restricted to the authenticated user's personal drive.

To control which workbooks and worksheets are exposed OR which drives are exposed:

• Workbook: The name or Id of the workbook. An authenticate user can view a list of information about the available workbooks by executing a query to the Workbooks view.
• UseSandbox: True to connect to a workbook in a sandbox account; otherwise, leave blank.
• BrowsableSchemas: A list of drive names to expose.
• Tables: A list of table names to expose.

Executing SQL Against Worksheet Data

For information on how to execute data manipulation SQL against worksheets and ranges, see:

• Selecting ExcelOnline Data
• Inserting ExcelOnline Data
• Updating ExcelOnline Data
• Deleting ExcelOnline Data
• Using Formulas

For details on how the Sync App models worksheets and cells as tables and columns, See Data Model.

Retrieving Data from SharePoint Excel Files

To retrieve data from Sharepoint Excel files, set the SharepointURL connection property to the URL of your Sharepoint site. For example,

 SharepointURL=https://mysite.sharepoint.com/ 

The driver automatically looks up each document library you have in SharePoint and lists it as a schema. Individual Excel workbooks and worksheets are listed as tables in the format Workbook_Worksheet under their corresponding document library. This works in the same manner as listing your own personal Excel documents when SharepointURL is not set.

The following connection properties enable you to execute SELECT queries that closely match how your sheet is organized.

Selecting Column Headers

If your worksheet has column headers, you can set the Header property to use column names defined in a header row. Then you can query like so:

SELECT Id, Name, Item, Quantity, Amount FROM Test_xlsx_Sheet1 WHERE Amount = 50

The query above assumes that the first row of the worksheet has the column names Id, Name, Quantity, and Amount. The worksheet may have more columns than were selected and they can be in any order.

Selecting Alphabetical Columns

If a workbook does not have headers, or if you would like to ignore the headers, you can set the Header property to false. In this case each column is represented by alphabetical names. For example:

SELECT A, B, C, D FROM Test_xlsx_Sheet1 WHERE D = 50

Selecting Ranges

Instead of working with the spreadsheet as a single table, you can work with ranges as tables. Some examples: In a sparse workbook, you can use ranges to select data without the empty rows. Or, in a worksheet that is not top-left aligned, you can use a range to select data in the middle of the sheet.

To select a range of data on the worksheet, append the range to the table name with the # character. For example, the following command will select the range of cells between A1 and E5:

SELECT * FROM Test_xlsx_Sheet1#A1:E5

To assign a table name to a range, and avoid specifying the range repeatedly, see the Tables property.

You can execute INSERT statements when working with worksheets as tables. You can specify the column names detected from a header row or specify the alphabetical column names in Excel Online. You can also configure how the Sync App parses the input values into Microsoft Excel Online cell formats.

Set the Header property to configure column names. Set ValueInputOption to configure input parsing.

Note that inserting to ranges is not supported. Use Batch Inserts or Temporary Tables instead.

Inserting with Headers

When the Header property is set to true, you can specify cells in a header row as the column names.

INSERT INTO Test_xlsx_Sheet1 (Name, Amount) VALUES ('Test', 10)

Inserting without Headers

When the Header property is set to false, provide the alphabetical column names.

INSERT INTO Test_xlsx_Sheet1 (A, B) VALUES ('Test', 10)

Configuring Input Parsing

By default, the Sync App parses all values you input in the SQL statement the same as if you entered the input in the Microsoft Excel Online UI. For example, strings may be converted to numbers, dates, etc.

To disable the parsing of input values, set ValueInputOption. Additionally, see Using Formulas to configure formula evaluation.

Example: Bulk Inserts using Temporary Tables

If using temporary tables, they must be defined and inserted within the same connection. Closing the connection will clear out any temporary tables in memory.

Creating Temporary Tables

Insert the rows you need in a temporary table. Then insert all the rows from that temporary table into the actual table.

In UPDATE statements, you can specify the column names detected from a header row or specify the alphabetical column names in Microsoft Excel Online. You can also configure how the Sync App parses the input values into Microsoft Excel Online cell formats.

Set the Header property to configure column names. The primary key is the row number; specify the primary key with the Id column. Set ValueInputOption to configure input parsing.

Updating with Headers

When the Header property is set to true, you update columns by specifying the detected column names.

UPDATE Customers SET Col1='value' WHERE Id=7

Updating without Headers

When the Header is set to false, provide the alphabetical column names:

UPDATE Customers SET H='value' WHERE Id=7

Updating Ranges

Set the columns corresponding to the range and specify the row number as the Id:

UPDATE [Customers#A15:C15] SET A='Ana Trujilo', B='Northwind, Inc.', C='100,000' WHERE Id='15'

Configuring Input Parsing

By default, the Sync App parses all values you input in the SQL statement the same as if you entered the input in the Microsoft Excel Online UI. For example, strings may be converted to numbers, dates, etc.

To disable the parsing of input values, set ValueInputOption. Additionally, see Using Formulas to configure formula evaluation.

When deleting an entire row of data, you will need to be sure to refresh the table data. This is because Ids are assigned based on the row. For example, if there are five rows, with Ids 1 through 5, and you delete row 3 then row 4 will become 3 and 5 will become 4.

Set the following properties to configure formula evaluation when executing SELECT, INSERT, and UPDATE statements.

Selecting Formulas

The Sync App can return either the result of the formula or the formula itself; configure this behavior with the ValueRenderOption connection property.

Inserting and Updating Formulas

Set AllowFormula to true to insert formulas (the default). Otherwise, all values used in inserts and updates are inserted as string literals.

For example, with AllowFormula set to true, the following will insert a formula into the B column that will sum cells B1:B5:

INSERT INTO Excel_Sheet (A, B) VALUES ('Bill', '=SUM(B1:B5)')

Note: If AllowFormula is set to true, every column containing a formula will be exposed as String type regardless of the set TypeDetectionScheme.

This section details a selection of advanced features of the Microsoft Excel Online Sync App.

User Defined Views

The Sync App allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Microsoft Excel Online and then processes the rest of the query in memory (client-side).

See Query Processing for more information.

Logging

See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Connecting Through a Firewall or Proxy

HTTP Proxies

To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.

In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

Other Proxies

Set the following properties:

• To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
• To tunnel the connection, set FirewallType to TUNNEL.
• To authenticate, specify FirewallUser and FirewallPassword.
• To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Workbooks as Tables

The Sync App models the worksheets and ranges in your workbooks as bidirectional tables. When you connect, the Sync App retrieves the metadata from Microsoft Excel Online and reflects any changes to the table schemas.

See the Getting Started section for quickstarts to executing SQL to the tables. This section provides additional details on the Sync App behavior.

Tables

This section provides more detail about how the Sync App models the Tables. See Columns for details about column discovery.

Stored Procedures

In addition to working with the data in the workbook, you can use the available stored procedures to access functionality in the Microsoft Excel Online API that is not modeled as SELECT, INSERT, UPDATE, or DELETE statements; for example, the AddWorksheet stored procedure.

System Tables

Query the available System Tables to access the available Sync App metadata, including schema information.

Best Practices

1) If you currently have many workbooks or sheets in your account, it may take a long time to initially retrieve all the data. You may shorten this time by adding the Workbook connection property to your connection string.

2) If you will be running a SELECT operation after INSERT or BATCH INSERT then make sure to wait 3-5 seconds before running it. The API takes a few seconds to register all the data you're adding to the database, so waiting is required to avoid partial results.

The Sync App exposes worksheets from workbooks as tables. To do so, it exposes the drives containing these workbooks and worksheets as schemas for these tables. How drives are exposed as schemas is dependent on the connection propeties for the Sync App.

The following connection properties determine what drives are exposed as schemas by the driver. They are listed in order of precedence, where only the most precedent property is used to expose schemas:

• Drive: Set this to the ID of a specific drive. Only this drive is exposed as schema.
• SharepointURL: Set this to the browser URL of a SharePoint site. The driver will expose all drives under the site. All of these drives are exposed as schemas.
• OAuthClientId: If AuthScheme is set to AzureServicePrincipal or if OAuthGrantType is set to CLIENT, the drive associated with your OAuth app will be exposed. Only this drive is exposed as schema.
• If none of the above are specified, the personal drive for the authenticated user will be used. Only this drive is exposed as schema.

You can use the Drives and SharePointSites views to view all the sites and drives you have access to.

If you would like to filter the schemas the driver exposes, you can use, the BrowsableSchemas connection property. Supply a list of drive names to this property. The filtering is done client-side, so this means that the names supplied should be the names that would normally be returned by the Sync App for the drives.

The Sync App enables you to represent a top-left-oriented worksheet or a user-specified range as a database table.

Top-Left Oriented Worksheets

You can use the Sync App to start working right away with top-left-oriented worksheets:

• The table name for a top-left-oriented worksheet is the name of the worksheet.
• By default the Sync App will return all rows until the first empty row. Note: an empty row between data will prevent further data from being returned.
• The first row of data in the worksheet can contain the column names. See Columns for more information.

User-Specified Ranges

Range notation is only available in a SELECT or UPDATE statement. Ranges are not supported for DELETE and INSERT commands.

You can execute SELECT or UPDATE commands against a given range with a reference in the following format: WORKSHEET#RANGE. You can also set the Tables property to assign a table name to a range.

For example, the following command will select the range of cells between A1 and E5:

SELECT * FROM Test_xlsx_Sheet1#A1:E5

Accessing shared documents as a database table

You can use the connection property ShowSharedDocuments to list shared excel workbooks as database tables. The tables will be listed along-side user owned workbooks.

Executing SQL to Worksheet Data

See the following to execute data manipulation SQL to worksheets and ranges:

• Selecting ExcelOnline Data
• Inserting ExcelOnline Data
• Updating ExcelOnline Data
• Deleting ExcelOnline Data
• Using Formulas

When you connect, the Sync App discovers the available columns and reflects both changes in Microsoft Excel Online and configuration changes you make with the following connection properties. See the following sections to configure aspects of column discovery specific to Microsoft Excel Online.

Configuring Column Name Detection

You can set Header to detect column names in a header row or you can reference columns alphabetically.

Header=True (Default)

Below are more specifics on how the Sync App detects column names from a header row when Header is set to true.

• The Sync App determines columns from the first row of the worksheet. If no values are provided for the first row of the worksheet, the Sync App creates unique, alphabetized column names that are available only within the scope of that request.
• Headers should not contain special characters.
• Due to a limitation of the Excel Online API, all column headers must be nonempty.

Header=False

When Header is set to false, alphabetical column names will be dynamically assigned.

Primary Key

The Sync App reports the row number as the primary key. The Id column for each row represents the row number from the top of the sheet.

For example, if you specify a range A3:E6, rows 3, 4, 5, and 6 will be returned.

Configuring Column Value Parsing

The ValueRenderOption and ValueInputOption connection properties can be used to configure how the Sync App parses the Microsoft Excel Online cell formats in SELECT, INSERT and UPDATE operations.

Value render options for SELECT operations

Set the ValueRenderOption to configure how the Sync App renders values in the output of a SELECT operation. The available value render options are as below.

• FormattedValue: Values will be calculated and formatted in the output according to the cell's formatting. Formatting is based on the workbook's locale, not the requesting user's locale. This is the default ValueRenderOption.
• UnformattedValue: Values will be calculated but not formatted in the output.
• Formula: Values will not be calculated and instead the output will include the formulas. For this reason, every column containing a formula will be exposed as String type regardless of the set TypeDetectionScheme.

Value input options for INSERT and UPDATE operations

Set the ValueInputOption to configure how the Sync App parses values the user submits to the Microsoft Excel Online source for INSERT and UPDATE operations. The available value input options are as below.

• UserEntered: The values will be parsed as if the user typed them into the UI. Numbers will stay as numbers, but strings may be converted to numbers, dates, etc., following the same rules that are applied when entering text into a cell via the Microsoft Excel Online UI. This is the default ValueInputOption.
• Raw: The values the user has entered will not be parsed and will be stored as-is.

Configuring Data Type Detection

Set the TypeDetectionScheme to configure the data type detection method. The available type detection schemes are as below.

• RowScan: The Sync App will scan rows to heuristically determine the data type. The number of rows the Sync App will scan can be determinated by the RowScanDepth property. This is the default TypeDetectionScheme.
• ColumnFormat: The Sync App will report the data type based on the cell format of the column. This option is applicable only for the 'UnformattedValue' and 'Formula' ValueRenderOption-s. If the ValueRenderOption is set to 'FormattedValue', all columns will be exposed as String types.
• None: The Sync App will return all columns as the string type.

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Microsoft Excel Online Connector for CData Sync Views

Name	Description
Drives	Retrieve a list of drive objects.
SharedDocuments	Retrieve the list of all shared documents. Not every item listed by this view can be used as a workbook since the driver will filter out non excel files. See the Workbook and Worksheets views for more information.
SharePointSites	Retrieve the list of all sites in your SharePoint account.
Workbooks	Retrieve a list of workbook objects.
Worksheets	Retrieve a list of worksheet objects. If listing sheets in a workbook which do not belong to the user's drive, please specify the drive id using the Drive connection property.

Retrieve a list of drive objects.

Select

The example query below will return the Drives with the specified SharePointSite Id.

SELECT * FROM Drives WHERE SiteId = 'rssbus.onmicrosoft.com,988a3-343a-4064-996a-d2a30559f,4233d-dfcd-4910-b7f0-71f1dc03a'

Columns

Name	Type	References	Description
Id [KEY]	String		The unique identifier of the drive.
SiteId	String	SharePointSites.Id	The ID of the SharePoint site or subsite that this drive belongs to.
ListId	String		The ID of the list this drive corresponds to.
Name	String		The name of the drive.
Description	String		The description of the drive.
CreatedByName	String		The display name of the identity.
CreatedById	String		Unique identifier for the identity.
CreatedDateTime	Datetime		Date and time the drive was created.
LastModifiedDateTime	Datetime		Date and time the drive was last modified.
WebUrl	String		URL that displays the resource in the browser.

Retrieve the list of all shared documents. Not every item listed by this view can be used as a workbook since the driver will filter out non excel files. See the Workbook and Worksheets views for more information.

Columns

Name	Type	References	Description
Id [KEY]	String		The Id of the shared document
SharedFileId	String		The shared file Id of the document.
DriveId	String		The drive Id where this document resides.
Name	String		The name of the shared document.
Size	String		The size of the shared document.
SharedByUserName	String		The name of the user who shared this document.
SharedDateTime	String		The date and time when this document was shared.
CreatedDateTime	Datetime		The date and time when this document was created.
LastModifiedDateTime	Datetime		The date and time when this document was last modified.
WebUrl	String		The web URL of this shared document.

Retrieve the list of all sites in your SharePoint account.

Table Specific Information

In contrast to almost every other exposed table and view, this view does not implement any Microsoft Graph endpoint, but rather the '/query/search' endpoint of the SharePoint REST API. For this reason, in most cases you will need to specify the SharepointURL connection property prior to initiating the OAuth flow. During the Authorization flow, the Sync App will get the necessary permissions to utilize your SharePoint resources.

Select

The Sync App will use the SharePoint REST API to process WHERE clause conditions built with almost every column except for Id, and only for the EQUALS (=) operator. The rest of the filter is executed client side within the Sync App.

The example query below will return the SharePoint Site with the specified SiteId and WebId.

SELECT SiteId, SiteName, Title, SiteDescription FROM SharePointSites WHERE SiteId = '9839b8a3-343a-4064-996a-d2a300bc559f' AND WebId = '427d733d-dfcd-4910-b7f0-771f1d4cc03a'

Restrictions

To query this view using the 'AzureAD' AuthScheme with the 'CLIENT' OAuthGrantType, or using the 'AzureServicePrincipal' AuthScheme, you must specify the OAuthJWTCert instead of the OAuthClientSecret connection property. The restriction is imposed by the SharePoint REST API, which does not accept any OAuthAccessToken retrieved when specifying an OAuthClientSecret for the aforementioned authentication flows.

For a guide on how to authentication using a Certificate for the 'AzureAD' and 'AzureServicePrincipal' AuthSchemes, see "Client Credentials" in "Getting Started".

Columns

Name	Type	References	Description
Id [KEY]	String		The full identifier of the site.
SiteId	String		The unique identifier of the site collection.
WebId	String		The Web Id of the site.
SiteName	String		The name of the site.
Title	String		The title of the site.
SiteDescription	String		The description of the site.
Description	String		The description of the item.
CreatedDateTime	Datetime		Date and time the site was created.
LastModifiedDateTime	Datetime		Date and time the site was last modified.
SPWebUrl	String		URL that displays the resource in the browser.
Author	String		The author of the site.
DocumentSignature	String		The document signature of the site.
FileExtension	String		The extension of the site's file.
SecondaryFileExtension	String		The secondary extension of the site's file.
FileType	String		The file type of the site.
DocId	Long		The unique identifier of the site within a geo location.
GeoLocationSource	String		The geo location of the site.
HitHighlightedSummary	String		The heighted summary of the site.
Importance	Long		The importance of the site.
IsContainer	Bool		Specifies whether the site is a folder.
IsDocument	Bool		Specifies whether the site is a document.
OriginalPath	String		The original site path.
Path	String		The current site path.
Rank	Double		The rank of the site.
RenderTemplateId	String		The site's control render template name.
SiteLogo	String		The URI of the site's logo.
ViewsLifeTime	Long		The total view count since the site was created.
ViewsRecent	Long		The total view count of the site in the last 14 days.
WebTemplate	String		The web temple from which the site is created.

Retrieve a list of workbook objects.

Columns

Name	Type	References	Description
Id [KEY]	String		The unique identifier of the item within the Drive.
Name	String		The name of the item.
CreatedByName	String		The display name of the identity.
CreatedById	String		Unique identifier for the identity.
CreatedDateTime	Datetime		Date and time the item was created.
LastModifiedDateTime	Datetime		Date and time the item was last modified.
Size	Long		Size of the item in bytes.
WebUrl	String		URL that displays the resource in the browser.
DriveId	String	Drives.Id	The ID of the drive that this workbook belongs to.

Retrieve a list of worksheet objects. If listing sheets in a workbook which do not belong to the user's drive, please specify the drive id using the Drive connection property.

Columns

Name	Type	References	Description
Id [KEY]	String		Returns a value that uniquely identifies the worksheet in a given workbook. The value of the identifier remains the same even when the worksheet is renamed or moved.
WorkbookId	String	Workbooks.Id	The Id of the workbook containing this worksheet.
Name	String		The display name of the worksheet.
Position	Integer		The zero-based position of the worksheet within the workbook.
Visibility	String		The visibility of the worksheet. Possible values are: Visible, Hidden, VeryHidden.

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.

Authentication

---

Property	Description
AuthScheme	The type of authentication to use when connecting to Microsoft Excel Online.
UseSandbox	A boolean indicating if you are using a sandbox account. The provider makes requests to the production environment by default.

Connection

---

Property	Description
DefineTables	Assign table names to ranges.
Workbook	The name or Id of the workbook.
Drive	The Id of the drive.
IncludeSharePointSites	Whether to retrieve drives for all SharePoint sites when querying Drives view. If 'true' the provider will retrieve all Site IDs recursively and for each of them issue a separate call to get their drives. Therefore, be aware that setting this property to 'true' may decrease performance for the Drives view. Note that the SharePointAccessToken or OAuthJWTCert connection property must be specified to query the SharePointSites view and other views if IncludeSharePointSites is set to 'true' when using the CLIENT OAuthGrantType or the AzureServicePrincipal AuthScheme.

Azure Authentication

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Property	Description
AzureTenant	The Microsoft Online tenant being used to access data. If not specified, your default tenant is used.
AzureEnvironment	The Azure Environment to use when establishing a connection.

OAuth

---

Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.
State	Optional value for representing extra OAuth state information.
OAuthGrantType	The grant type for the OAuth flow.

JWT OAuth

---

Property	Description
OAuthJWTCert	The JWT Certificate store.
OAuthJWTCertType	The type of key store containing the JWT Certificate.
OAuthJWTCertPassword	The password for the OAuth JWT certificate.
OAuthJWTCertSubject	The subject of the OAuth JWT certificate.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

SSL

---

Property	Description
SSLServerCert	The certificate to be accepted from the server when connecting using TLS/SSL.

Firewall

---

Property	Description
FirewallType	The protocol used by a proxy-based firewall.
FirewallServer	The name or IP address of a proxy-based firewall.
FirewallPort	The TCP port for a proxy-based firewall.
FirewallUser	The user name to use to authenticate with a proxy-based firewall.
FirewallPassword	A password used to authenticate to a proxy-based firewall.

Proxy

---

Property	Description
ProxyAutoDetect	This indicates whether to use the system proxy settings or not.
ProxyServer	The hostname or IP address of a proxy to route HTTP traffic through.
ProxyPort	The TCP port the ProxyServer proxy is running on.
ProxyAuthScheme	The authentication type to use to authenticate to the ProxyServer proxy.
ProxyUser	A user name to be used to authenticate to the ProxyServer proxy.
ProxyPassword	A password to be used to authenticate to the ProxyServer proxy.
ProxySSLType	The SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Logging

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Property	Description
LogModules	Core modules to be included in the log file.

Schema

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Property	Description
Location	A path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemas	This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Tables	This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Views	Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Miscellaneous

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Property	Description
AllowFormula	Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates.
Header	Indicates whether or not the provider should detect column names from the first row.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
Other	These hidden properties are used only in specific use cases.
Pagesize	The maximum number of results to return per page from Microsoft Excel Online when UsePagination is True.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
RowScanDepth	The maximum number of rows to scan to look for the columns available in a table.
SharepointURL	The base URL of your Sharepoint Server.
ShowSharedDocuments	Whether or not to show shared documents.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.
TypeDetectionScheme	Determines how to determine the data types of columns.
UsePagination	Whether or not the CData ADO.NET Provider for Microsoft Excel Online should use client side paging.
UserDefinedViews	A filepath pointing to the JSON configuration file containing your custom views.
UseSimpleNames	Boolean determining if simple names should be used for tables and columns.
ValueInputOption	Determines how the provider parses values the user submits to Microsoft Excel Online.
ValueRenderOption	Determines how the provider renders values in the output.

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

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Property	Description
AuthScheme	The type of authentication to use when connecting to Microsoft Excel Online.
UseSandbox	A boolean indicating if you are using a sandbox account. The provider makes requests to the production environment by default.

The type of authentication to use when connecting to Microsoft Excel Online.

Remarks

• AzureAD: Set this to perform Azure Active Directory OAuth authentication.
• AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
• AzureServicePrincipal: Set this to authenticate as an Azure Service Principal using a Client Secret.
• AzureServicePrincipalCert: Set this to authenticate as an Azure Service Principal using a Certificate.

A boolean indicating if you are using a sandbox account. The provider makes requests to the production environment by default.

Remarks

If you are using a production account, this property can be left blank. If you are using a developer test account, set this to true.

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.

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Property	Description
DefineTables	Assign table names to ranges.
Workbook	The name or Id of the workbook.
Drive	The Id of the drive.
IncludeSharePointSites	Whether to retrieve drives for all SharePoint sites when querying Drives view. If 'true' the provider will retrieve all Site IDs recursively and for each of them issue a separate call to get their drives. Therefore, be aware that setting this property to 'true' may decrease performance for the Drives view. Note that the SharePointAccessToken or OAuthJWTCert connection property must be specified to query the SharePointSites view and other views if IncludeSharePointSites is set to 'true' when using the CLIENT OAuthGrantType or the AzureServicePrincipal AuthScheme.

Assign table names to ranges.

Remarks

This property is used to define the ranges within a worksheet that will appear as tables. The value is a semicolon-separated list of name-value pairs in the form [Table Name]=[Catalog].[Schema].[{Workbook Name}_{Worksheet Name}!{Range}]. The value can also be specified in the form [Table Name]=[{Workbook Name}_{Worksheet Name}!{Range}]. Note that in this case, the driver will attempt to push the defined table for each schema it identifies, should the specified workbook and worksheet exist in the schema. For specifications of DefineTables, some characters, like ., are reserved characters. To escape these characters and make sure that the name containing them is parsed properly, surround the containing name with brackets, as in [work.book_work.sheet!A1:Z50]. For this example, the driver would properly search for the workbook and worksheet identified by work.book_work.sheet, despite the specification containing reserved characters.

Here is an example DefineTables value:

DefineTables="Table1=Test_xlsx_Sheet1!A1:N25,Table2=[CData].[MySchema].[Spreadsheet1_Sheet2!C3:M53],Table4=xIsPcLs2-bF3AavQcSLCfzs3kGc_Sheet4!C20:N60"

After setting DefineTables, you can then issue queries that reference the specified table name. Note that you can also use the range syntax directly in the SQL statement: append the range to the worksheet name with the # character.

For example, the following command will select the range of cells between A1 and E5:

SELECT * FROM Test_xlsx_Sheet1#A1:E5

The name or Id of the workbook.

Remarks

Specifies the name or Id of the workbook. A list of all workbooks is available from the Workbooks view.

The Id of the drive.

Remarks

Specifies the Id of the drive. A list of all drives is available from the Drives view. This property takes precedence over SharepointURL. This means that if SharepointURL and Drive are specified, a schema will only be identified for the drive specified by Drive, and tables will only be identified from the worksheets in workbooks in this drive.

Whether to retrieve drives for all SharePoint sites when querying Drives view. If 'true' the provider will retrieve all Site IDs recursively and for each of them issue a separate call to get their drives. Therefore, be aware that setting this property to 'true' may decrease performance for the Drives view. Note that the SharePointAccessToken or OAuthJWTCert connection property must be specified to query the SharePointSites view and other views if IncludeSharePointSites is set to 'true' when using the CLIENT OAuthGrantType or the AzureServicePrincipal AuthScheme.

Remarks

This property affects only Drives views.

This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.

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Property	Description
AzureTenant	The Microsoft Online tenant being used to access data. If not specified, your default tenant is used.
AzureEnvironment	The Azure Environment to use when establishing a connection.

The Microsoft Online tenant being used to access data. If not specified, your default tenant is used.

Remarks

The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.

Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.

The AzureTenant is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.

The Azure Environment to use when establishing a connection.

Remarks

In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment may be used to specify which environment. The available values are GLOBAL, CHINA, USGOVT, USGOVTDOD.

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.

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Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.
State	Optional value for representing extra OAuth state information.
OAuthGrantType	The grant type for the OAuth flow.

The client Id assigned when you register your application with an OAuth authorization server.

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

The client secret assigned when you register your application with an OAuth authorization server.

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

Optional value for representing extra OAuth state information.

Remarks

Optional value for representing extra OAuth state information.

The grant type for the OAuth flow.

Remarks

The following options are available: CODE,CLIENT,PASSWORD

This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.

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Property	Description
OAuthJWTCert	The JWT Certificate store.
OAuthJWTCertType	The type of key store containing the JWT Certificate.
OAuthJWTCertPassword	The password for the OAuth JWT certificate.
OAuthJWTCertSubject	The subject of the OAuth JWT certificate.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

The JWT Certificate store.

Remarks

The name of the certificate store for the client certificate.

The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

MY	A certificate store holding personal certificates with their associated private keys.
CA	Certifying authority certificates.
ROOT	Root certificates.
SPC	Software publisher certificates.

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

The type of key store containing the JWT Certificate.

Remarks

This property can take one of the following values:

USER	For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java.
MACHINE	For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILE	The certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOB	The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILE	The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOB	The certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java.
PEMKEY_FILE	The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOB	The certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILE	The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOB	The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILE	The certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOB	The certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILE	The certificate store is the name of a PKCS7 file containing certificates.
PPKFILE	The certificate store is the name of a file that contains a PPK (PuTTY Private Key).
XMLFILE	The certificate store is the name of a file that contains a certificate in XML format.
XMLBLOB	The certificate store is a string that contains a certificate in XML format.

The password for the OAuth JWT certificate.

Remarks

If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.

The subject of the OAuth JWT certificate.

Remarks

When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks the first certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, [email protected]". Common fields and their meanings are displayed below.

Field	Meaning
CN	Common Name. This is commonly a host name like www.server.com.
O	Organization
OU	Organizational Unit
L	Locality
S	State
C	Country
E	Email Address

If a field value contains a comma it must be quoted.

The issuer of the Java Web Token.

Remarks

The issuer of the Java Web Token. In most cases, this takes the value of the OAuth App Id (Client Id) connection property and does not need to be individually set.

The user subject for which the application is requesting delegated access.

Remarks

The user subject for which the application is requesting delegated access. In most cases, this takes the value of the OAuth App Id (Client Id) connection property and does not need to be individually set.

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

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Property	Description
SSLServerCert	The certificate to be accepted from the server when connecting using TLS/SSL.

The certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is 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

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.

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Property	Description
FirewallType	The protocol used by a proxy-based firewall.
FirewallServer	The name or IP address of a proxy-based firewall.
FirewallPort	The TCP port for a proxy-based firewall.
FirewallUser	The user name to use to authenticate with a proxy-based firewall.
FirewallPassword	A password used to authenticate to a proxy-based firewall.

The protocol used by a proxy-based firewall.

Remarks

This property specifies the protocol that the Sync App will use to tunnel traffic through the FirewallServer proxy. Note that by default, the Sync App connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

Type	Default Port	Description
TUNNEL	80	When this is set, the Sync App opens a connection to Microsoft Excel Online and traffic flows back and forth through the proxy.
SOCKS4	1080	When this is set, the Sync App sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted.
SOCKS5	1080	When this is set, the Sync App sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

The name or IP address of a proxy-based firewall.

Remarks

This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.

Note that the Sync App uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.

The TCP port for a proxy-based firewall.

Remarks

This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.

The user name to use to authenticate with a proxy-based firewall.

Remarks

The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.

A password used to authenticate to a proxy-based firewall.

Remarks

This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.

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Property	Description
ProxyAutoDetect	This indicates whether to use the system proxy settings or not.
ProxyServer	The hostname or IP address of a proxy to route HTTP traffic through.
ProxyPort	The TCP port the ProxyServer proxy is running on.
ProxyAuthScheme	The authentication type to use to authenticate to the ProxyServer proxy.
ProxyUser	A user name to be used to authenticate to the ProxyServer proxy.
ProxyPassword	A password to be used to authenticate to the ProxyServer proxy.
ProxySSLType	The SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

This indicates whether to use the system proxy settings or not.

Remarks

This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

The hostname or IP address of a proxy to route HTTP traffic through.

Remarks

The hostname or IP address of a proxy to route HTTP traffic through. The Sync App can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.

If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.

By default, the Sync App uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.

The TCP port the ProxyServer proxy is running on.

Remarks

The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.

The authentication type to use to authenticate to the ProxyServer proxy.

Remarks

This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.

Note that the Sync App will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

The authentication type can be one of the following:

• BASIC: The Sync App performs HTTP BASIC authentication.
• DIGEST: The Sync App performs HTTP DIGEST authentication.
• NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
• PROPRIETARY: The Sync App does not generate an NTLM or Kerberos token. You must supply this token in the Authorization header of the HTTP request.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

A user name to be used to authenticate to the ProxyServer proxy.

Remarks

The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:

user@domain
domain\user

A password to be used to authenticate to the ProxyServer proxy.

Remarks

This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.

If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.

If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.

For SOCKS 5 authentication or tunneling, see FirewallType.

By default, the Sync App uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.

The SSL type to use when connecting to the ProxyServer proxy.

Remarks

This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:

AUTO	Default setting. If the URL is an HTTPS URL, the Sync App will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option.
ALWAYS	The connection is always SSL enabled.
NEVER	The connection is not SSL enabled.
TUNNEL	The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note that the Sync App uses the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

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Property	Description
LogModules	Core modules to be included in the log file.

Core modules to be included in the log file.

Remarks

Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.

See the Logging page for an overview.

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

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Property	Description
Location	A path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemas	This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Tables	This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Views	Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

A path to the directory that contains the schema files defining tables, views, and stored procedures.

Remarks

The path to a directory which contains the schema files for the Sync App (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is "%APPDATA%\\CData\\ExcelOnline Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:

Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Linux	~/.config

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.

Remarks

Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the Sync App.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Remarks

Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the Sync App.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

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Property	Description
AllowFormula	Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates.
Header	Indicates whether or not the provider should detect column names from the first row.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
Other	These hidden properties are used only in specific use cases.
Pagesize	The maximum number of results to return per page from Microsoft Excel Online when UsePagination is True.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
RowScanDepth	The maximum number of rows to scan to look for the columns available in a table.
SharepointURL	The base URL of your Sharepoint Server.
ShowSharedDocuments	Whether or not to show shared documents.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.
TypeDetectionScheme	Determines how to determine the data types of columns.
UsePagination	Whether or not the CData ADO.NET Provider for Microsoft Excel Online should use client side paging.
UserDefinedViews	A filepath pointing to the JSON configuration file containing your custom views.
UseSimpleNames	Boolean determining if simple names should be used for tables and columns.
ValueInputOption	Determines how the provider parses values the user submits to Microsoft Excel Online.
ValueRenderOption	Determines how the provider renders values in the output.

Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates.

Remarks

Set this value to true to treat values beginning with an equals (=) sign as formulas on inserts and updates. Set the value to false to treat all values used in inserts and updates as strings.

For example, with AllowFormula set to true, the following will insert a formula into the B column that will sum cells B1:B5:

INSERT INTO Excel_Sheet (A, B) VALUES ('Bill', '=SUM(B1:B5)')

Note: If True, every column containing a formula will be exposed as String type regardless of the set TypeDetectionScheme.

Indicates whether or not the provider should detect column names from the first row.

Remarks

If true, the first row will be used as a column header. Otherwise, the pseudo column names A, B, C, etc. will be used.

The Sync App will follow the additional specifications below to detect column headers:

• Headers should not contain special characters.
• Due to a limitation of the Excel Online API, all column headers must be nonempty.

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Remarks

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

These hidden properties are used only in specific use cases.

Remarks

The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting

DefaultColumnSize	Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT	Determines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filename	Records the underlying socket data transfer to the specified file.

The maximum number of results to return per page from Microsoft Excel Online when UsePagination is True.

Remarks

The Pagesize property affects the maximum number of results to return per page from Microsoft Excel Online. Setting a higher value may result in better performance at the cost of additional memory eaten up per page consumed. A value of -1 indicates the maximum possible page size for the driver.

This property indicates whether or not to include pseudo columns as columns to the table.

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

The maximum number of rows to scan to look for the columns available in a table.

Remarks

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.

The base URL of your Sharepoint Server.

Remarks

To query the SharePointSites, this base URL of your Sharepoint Server must be specified. A protocol prefix, either "http://" or "https://", must be provided in the value supplied for this property.

For example: https://SomeTenantName.sharepoint.com. This property can also be used to control what drives, workbooks, and worksheets are exposed by the Sync App. If you specify SharepointURL and do not specify Drive, the Sync App will enumerate drives from the specified site as schemas, and enumerate all the worksheets from all the workbooks in each drive as tables in their respective schema. If this property is specified when using AzureServicePrincipal or AzureServicePrincipalCert authentication, the search endpoint will not be used. This property must be specified if working with a custom application that has Sites.Selected as its highest privilege.

Whether or not to show shared documents.

Remarks

Whether or not to show shared documents. If set to true, shared documents will be listed along-side user owned workbooks as database tables. Ultimately, the specific files should have been granted direct access or explicitly shared with the authenticated user.

The value in seconds until the timeout error is thrown, canceling the operation.

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the Sync App throws an exception.

Determines how to determine the data types of columns.

Remarks

The Sync App can detect data types with the cell format (number, currency, date, etc.) or by scanning rows.

None	Setting TypeDetectionScheme to None will return all columns as the string type.
RowScan	Setting TypeDetectionScheme to RowScan will scan rows to heuristically determine the data type. The RowScanDepth determines the number of rows the Sync App will scan.
ColumnFormat	Setting TypeDetectionScheme to ColumnFormat will report the data type based on the cell format of the column. Note: This option is applicable only for the 'UnformattedValue' and 'Formula' ValueRenderOption-s. If the ValueRenderOption is set to 'FormattedValue', all columns will be exposed as String types.

Whether or not the CData ADO.NET Provider for Microsoft Excel Online should use client side paging.

Remarks

Whether or not the CData Sync App should use client side paging. We suggest you set this to true in case of a large dataset.

A filepath pointing to the JSON configuration file containing your custom views.

Remarks

User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The Sync App automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the Sync App.

This User Defined View configuration file is formatted as follows:

• Each root element defines the name of a view.
• Each root element contains a child element, called query, which contains the custom SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Test_xlsx_Sheet1 WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json

Note that the specified path is not embedded in quotation marks.

Boolean determining if simple names should be used for tables and columns.

Remarks

Microsoft Excel Online tables and columns can use special characters in names that are normally not allowed in standard databases. UseSimpleNames makes the Sync App easier to use with traditional database tools.

Setting UseSimpleNames to true will simplify the names of tables and columns returned. It will enforce a naming scheme such that only alphanumeric characters and the underscore are valid for the displayed table and column names. Any nonalphanumeric characters will be converted to an underscore.

Determines how the provider parses values the user submits to Microsoft Excel Online.

Remarks

Determines how the Sync App parses values the user submits to Microsoft Excel Online.

Raw	The values the user has entered will not be parsed and will be stored as-is.
UserEntered	The values will be parsed as if the user typed them into the UI. Numbers will stay as numbers, but strings may be converted to numbers, dates, etc., following the same rules that are applied when entering text into a cell via the Excel Online UI.

Determines how the provider renders values in the output.

Remarks

Determines how the Sync App renders values in the output.

FormattedValue	Values will be calculated and formatted in the reply according to the cell's formatting. Formatting is based on the workbook's locale, not the requesting user's locale. For example, if A1 is 1.23 and A2 is "=A1" and formatted as currency, then A2 would return "$1.23".
UnformattedValue	Values will be calculated but not formatted in the reply. For example, if A1 is 1.23 and A2 is "=A1" and formatted as currency, then A2 would return the number 1.23.
Formula	Values will not be calculated and instead the reply will include the formulas. For example, if A1 is 1.23 and A2 is "=A1" and formatted as currency, then A2 would return "=A1". For this reason, every column containing a formula will be exposed as String type regardless of the set TypeDetectionScheme.