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Excel for the web

Excel for the web

Setup Guide

Follow these steps to connect Excel for the web to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Excel for the web into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

AzureAD

  1. Enter the Sharepoint URL to connect to Excel files on a SharePoint site. Leave this field blank to connect to Excel files on your OneDrive.

  2. Click Sign in to connect securely through OAuth. This action opens the Excel for the web sign-in page in a new tab.

  3. Log into your Excel for the web account and provide the requested permissions (if applicable).

  4. At the top of the CData Connect Cloud Add Excel for the web Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

AzureServicePrincipal

  1. Enter the Azure Tenant Id to connect to.

  2. The Callback URL, or Redirect URL, is the URL you need (https://oauth.cdata.com/oauth/) when setting up your OAuth app. Copy this URL and paste it into your OAuth app.

  3. Enter the OAuth Client Id, which is the client Id assigned when you register your Excel for the web account for OAuth.

  4. Enter the OAuth Client Secret for your Excel for the web account.

  5. Enter the Sharepoint URL field to connect to Excel files on a SharePoint site. Leave blank to connect to Excel files on your OneDrive.

  6. At the top of the CData Connect Cloud Add Excel for the web Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

AzureServicePrincipalCert

  1. Enter the Azure Tenant Id to connect to.

  2. The Callback URL, or Redirect URL, is the URL you need (https://oauth.cdata.com/oauth/) when setting up your OAuth app. Copy this URL and paste it into your OAuth app.

  3. Enter the OAuth Client Id, which is the client Id assigned when you register your Excel for the web account for OAuth.

  4. Enter the OAuth JWT Cert for your Excel for the web account in the format shown.

  5. Enter the OAuth JWT Cert Password for your Excel for the web account, if required.

  6. Enter the OAuth JWT Cert Subject for your Excel for the web account. This is the subject of the OAuth JWT certificate. If omitted, the first certificate in the certificate store is used.

  7. Enter the Sharepoint URL field to connect to Excel files on a SharePoint site. Leave blank to connect to Excel files on your OneDrive.

  8. At the top of the CData Connect Cloud Add Excel for the web Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

Issuing Queries

In some configurations of Excel for the web, tables are accessible under the schema name OneDrive instead of ExcelOnline. For example, when querying a Excel for the web table, the fully-qualified table name might be [ExcelOnline1].[OneDrive].[TableName]. You can use Data Explorer to view your schemas to see if this applies to your configuration.

More Information

For more information about interactions between CData Connect Cloud and Excel for the web, see this information page.