Connecting to Act-On

Establishing a Connection shows how to authenticate to Act-On and configure any necessary connection properties. You can create a connection profile by clicking Get Data and selecting From Act-On on the CData ribbon.

Advanced Configurations

You can also configure add-in capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced add-in configurations and troubleshoot connection errors.

Configuring a Connection Profile

You can configure access control in a connection profile by defining the operations allowed against Act-On data and store the profile in the workbook to make the workbook easy to share. See Managing Connections for more configuration options for connection profiles.

Connecting from Excel

The add-in adds controls to the Excel ribbon, standard Excel formulas, and VBA classes for writing macros.

Act-On Version Support

The add-in leverages V1 of the Act-On API to enable bidirectional access to Act-On data.

See Also

• See Using the Excel Add-In to work with Act-On data from the CData ribbon.
• By Writing Parameterized Queries in the From Act-On dialog, you can easily create a dynamic spreadsheet based on an underlying SQL SELECT query. Cell values provide the query's input parameters.
• Use the CData Excel Functions to execute multiple queries from the same sheet or to use cells and ranges to manipulate Act-On data.
• See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.