Excel Queries

After you have added Microsoft Excel data sources in CDM, you can query data from the Excel spreadsheets.

To add a query to an existing external Microsoft Excel data source:

1. In CDM, do either of the following to open the Data Queries tab in the work area:
   • Click the File tab, then navigate to Administration > External Data > Data Queries.
   • Click the Home tab, then in the Navigation Pane, click Administration and double-click Data Queries under External Data.
2. Click Home > Add > External Microsoft Excel File Query, or right-click any existing query in the query list and click Add > External Microsoft Excel File Query. The Add External Excel File Data Query Wizard displays.
3. Enter a query name in the Name field.
4. Select an Excel data source from the External Microsoft Excel Data Source drop-down list.
5. Select a sheet from the Default Worksheet drop-down list. If your worksheet contains a query variable, select Allow query variables in worksheet name. A list of named ranges in the sheet is displayed.
6. Double-click one or more range names, or type a range in the The ranges to be copied field.
7. Specify a description for the query in the Description field if you want.
8. Click Next.
9. Select the checkboxes in front of the reports that you want to associate with this query or select Make This Query Global to make the query available to all reports.
10. Click Finish.