• Install the Add-In
  • From the CData Connect Dashboard
  • From Microsoft Excel for the web
• Connect to CData Connect
• Import Data

This page outlines the steps to connect Microsoft Excel for the web to CData Connect.

Note: Before you can configure and use Excel for the web with CData Connect, you must first connect a data source to your CData Connect account. See Connections for more information.

Install the Add-In

You can install the Excel for the web add-in from the CData Connect dashboard or from Excel for the web.

From the CData Connect Dashboard

1. Open the Client Tools page of the CData Connect dashboard.

2. In the BI and Reporting Tools section, locate the Excel for the web tile and click Get Started. The Excel for the web add-in page opens.

3. Click Get it now. If you are prompted, sign into your Microsoft account.

4. On the Launch page, click try using Office Online.

   

   The Excel for the web page opens.

5. Click Open in Excel Online.

   

6. Authorize the add-in if you are prompted to do so.

7. Continue to the steps in Connect to CData Connect.

From Microsoft Excel for the web

1. Open Microsoft Excel for the web to a new or existing workbook.

2. Click the Insert tab on the navigation ribbon.

3. Click Office Add-ins. In the Office Add-ins window that opens, click Store.

4. Search for CData in the window. In the search results, click Add next to CData Connect.

   

   An authorization modal opens.

5. Click Continue in the modal.

6. Continue to the steps in Connect to CData Connect.

Connect to CData Connect

After you install the Excel for the web add-in, follow these steps to connect to your CData Connect account:

1. Open the Data tab on the Excel for the web navigation ribbon and click CData Connect.

   

   The CData Connect add-in pane opens.

2. Click Authorize. A CData Connect login window opens.

3. Enter your account information and click Continue.

4. Click Accept if you are prompted to provide permissions.

You can now import your data by using this connection.

Import Data

To import data from CData Connect to Excel for the web, follow these steps:

1. Open the Data tab on the Excel for the web navigation ribbon and click CData Connect.

   The CData Connect add-in pane opens.

2. Click Import.

   

3. Choose a connection from the drop-down menu.

4. Select Query Builder to build the query in steps or select Custom SQL to enter a query manually.

5. Click Execute to run your query. Excel imports the data that matches your query into the current sheet.