Salesforce Connector for MS Excel How to Get Beta Report

Introduction

In this article we will delve deeper into Salesforce and MS Excel integration, and will learn how to get beta report. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

Use Query Builder to generate SQL query

The first thing you have to do is open Query Builder:

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SalesforceDSN
Then simply select the Get Beta Report endpoint (action).
Continue by configuring the Required parameters. You can also set optional parameters too.
Move on by hitting Preview Data button to preview the results.

If you see the results you need, simply copy the generated query:

Get Beta Report

Optional Parameters
Report Name	Test Name
Report Type	spCampaigns
Time Unit	SUMMARY
Group By	campaign
Group By	targeting
Group By	searchTerm
Group By	advertiser
Group By	asin
Report Start Date (yyyy-MM-dd) Maximum date range: 31 days
Report End Date (yyyy-MM-dd) Maximum date range: 31 days
Report Start Date (yyyy-MM-dd) Maximum date range: 731 days
Report End Date (yyyy-MM-dd) Maximum date range: 731 days
Metrics	clicks
Metrics	clicks
Metrics	clicks
Metrics	clicks
Metrics	clicks
Metrics	clicks

SELECT * FROM get_beta_report
WITH
(
    "ReportName" = 'Test Name',
    "ReportType" = 'spCampaigns',
    "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
    "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
    "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
    "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
)

That's it! You can use this query in MS Excel.

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

SQL query examples

Use these SQL queries in your MS Excel data source:

How to Get beta report

SELECT * FROM get_beta_report
WITH
(
    "ReportName" = 'Test Name',
    "ReportType" = 'spCampaigns',
    "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
    "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
    "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
    "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
)

Get Beta Report in MS Excel

In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:
A small window opens, then simply select the data source you created in previous steps:

SalesforceDSN
Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

SalesforceDSN
Finally, you will be asked to select a table or view to get data from. Select one and load the data!
Finally, finally, use data extracted from Salesforce API in an Excel worksheet:

Refresh data source in Excel

When data updates in Salesforce, it is not automatically refreshed in Excel. To update the worksheet, go to Data or Table Design tab and click the Refresh button: