Difference between revisions of "Connecting to IMSMA Staging area from Excel"
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| + | {{Note | The [[Installation ODBC driver | PostgreSQL ODBC driver]] must be installed and an [[Create ODBC source | ODBC source]] created before loading the data into Excel.}} | ||
| + | |||
| + | [[Image:Excel data source1.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | '' Data tab - Data Source'' | ||
| + | </div> | ||
| + | <ol start="1"> | ||
| + | <li>On the ''Data'' tab, click on ''From Other Sources'' and choose ''From Data Connection Wizard''. <br/><br/> | ||
| + | [[Image:Excel data source2.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | '' Wizard pane 1'' | ||
| + | </div> | ||
| + | |||
| + | <li>Choose ''ODBC DSN'' and click Next. <br/><br/> | ||
| + | [[Image:Excel data source3.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | '' Wizard pane 2'' | ||
| + | </div> | ||
| + | <li>Select your ODBC source and click Next. <br/> <br/> | ||
| + | [[Image:Excel data source4.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | '' Wizard pane 3'' | ||
| + | </div> | ||
| + | <li>First are the views listed and then the tables. Scroll until you find the table/view you would like to load into Excel. Select it and click Next. <br/><br/> | ||
| + | [[Image:Excel data source5.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | '' Wizard pane 4'' | ||
| + | </div> | ||
| + | <li>Enter description and click Finish. <br/><br/> | ||
| + | [[Image:Excel data source6.png|300px|center]] | ||
| + | <div align="center"> | ||
| + | '' Wizard pane 5'' | ||
| + | </div> | ||
| + | <li>Select what type and where you would like the data and click OK. <br/><br/> | ||
| + | <li>The data is loaded into Excel. | ||
| + | [[Image:Excel refresh.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | '' Data tab - Refresh'' | ||
| + | </div> | ||
| + | <li>When the IMSMA Staging area is updated, the data in the Excel will be loaded again when you click on Refresh. | ||
| + | </ol> | ||
{{NavBox Business Intelligence}} | {{NavBox Business Intelligence}} | ||
| − | [[Category: | + | [[Category:NAA]] |
Latest revision as of 21:31, 20 February 2020
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The PostgreSQL ODBC driver must be installed and an ODBC source created before loading the data into Excel. |
Data tab - Data Source
- On the Data tab, click on From Other Sources and choose From Data Connection Wizard.
Wizard pane 1
- Choose ODBC DSN and click Next.
Wizard pane 2
- Select your ODBC source and click Next.
Wizard pane 3
- First are the views listed and then the tables. Scroll until you find the table/view you would like to load into Excel. Select it and click Next.
Wizard pane 4
- Enter description and click Finish.
Wizard pane 5
- Select what type and where you would like the data and click OK.
- The data is loaded into Excel.
Data tab - Refresh
- When the IMSMA Staging area is updated, the data in the Excel will be loaded again when you click on Refresh.
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