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Excel Desktop

Excel Desktop

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

Note: Before you can configure and use Excel Desktop 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 Desktop add-in from the CData Connect dashboard or from Excel Desktop.

From the CData Connect Dashboard

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

  2. Type Excel Desktop into the search field, then click the data source name. This opens a tab to download the CData Connect Excel add-in from Microsoft.

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

  4. On the Launch page, click Open in Excel.

    In Excel Desktop, the New Office Add-In pane opens.

  5. Click Trust this add-in.

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

From Excel Desktop

  1. Open Excel Desktop to a new or existing workbook.

  2. Click the Insert tab on the Excel Desktop navigation ribbon.

  3. Click Get Add-ins.

  4. Search for CData. 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 Desktop add-in, follow these steps to connect to your CData Connect account:

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

    The CData Connect add-in pane opens.

  2. Click Authorize.

  3. Enter your CData Connect user and password 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 Desktop, follow these steps:

  1. Open the Data tab on the Excel Desktop 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.

Refresh Data

Once your data is imported, you can set it to periodically refresh automatically. You can also perform a manual update. The automatic refresh overwrites any uncommitted data. If you are only reading data, this is not a problem. If you are writing data, commit changes immediately.

  1. On the CData Connect add-in pane, select Refresh.

  2. Check the box of the data sheet or sheets to refresh.

  3. To manually refresh, click Refresh Now. To set up automatic updates, instead click Auto Refresh.

  4. On the Auto Refresh Interval, select the delay between refreshes and click Set.

Note that the refresh interval is set in hours, and one hour is the minimum interval between refreshes.