Access Live Veeva Vault Data in Excel (Desktop)

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect Cloud, you gain immediate access to Veeva Vault data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Veeva Vault in your Connect Cloud instance and access and update live Veeva Vault data in Excel spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Veeva Vault, allowing you to easily access live Veeva Vault data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Veeva Vault, leveraging server-side processing to quickly return Veeva Vault data.

Configure Veeva Vault Connectivity for Excel

Connectivity to Veeva Vault from Excel is made possible through CData Connect Cloud. To work with Veeva Vault data from Excel, we start by creating and configuring a Veeva Vault connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Veeva Vault" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Veeva Vault.

   You are ready to connect after specifying the following connection properties:

   • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
   • User: The username you use to login to your account.
   • Password: The password you use to login to your account.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Veeva Vault Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Veeva Vault data from Excel.

Access Live Veeva Vault Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live Veeva Vault data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. VeevaVault1), Table (e.g. NorthwindProducts), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Veeva Vault Data from Excel

In addition to viewing Veeva Vault data in Excel, CData Connect Cloud also lets you update and delete Veeva Vault data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Veeva Vault (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Veeva Vault

A notification will appear when the update is complete

Live Access to Veeva Vault Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Veeva Vault data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.