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.}}  
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{{Note | Prerequisites: the [[Installation ODBC driver | PostgreSQL ODBC driver]] must be installed and an [[Create ODBC source | ODBC source]] created.}}  
  
 
[[Image:Excel data source1.png|500px|center]]
 
[[Image:Excel data source1.png|500px|center]]
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</div>
 
</div>
 
<ol start="1">
 
<ol start="1">
<li>On the '''Data''' tab, click on '''From Other Sources''' and choose '''From Data Connection Wizard'''.
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<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]]
 
[[Image:Excel data source2.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Wizard pane 1''
 
'' Wizard pane 1''
 
</div>
 
</div>
<li>Choose '''ODBC DSN''' and click Next.
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 +
<li>Choose ''ODBC DSN'' and click Next. <br/><br/>
 
[[Image:Excel data source3.png|500px|center]]
 
[[Image:Excel data source3.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Wizard pane 2''
 
'' Wizard pane 2''
 
</div>
 
</div>
<li>Select your ODBC source and click Next.
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<li>Select your ODBC source and click Next. <br/> <br/>
 
[[Image:Excel data source4.png|500px|center]]
 
[[Image:Excel data source4.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Wizard pane 3''
 
'' Wizard pane 3''
 
</div>
 
</div>
<li>First are the views listed and the tables. Scroll until you find the table/view you would like to load into Excel. Select it and click Next.
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<li>First are the views listed and 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]]
 
[[Image:Excel data source5.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Wizard pane 4''
 
'' Wizard pane 4''
 
</div>
 
</div>
<li>Enter description and click Finish.
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<li>Enter description and click Finish. <br/><br/>
 
[[Image:Excel data source6.png|300px|center]]
 
[[Image:Excel data source6.png|300px|center]]
 
<div align="center">
 
<div align="center">
 
'' Wizard pane 5''
 
'' Wizard pane 5''
 
</div>
 
</div>
<li>Select what type and where you would like the data and click OK
+
<li>Select what type and where you would like the data and click OK. <br/><br/>
 
<li>The data is loaded into Excel.
 
<li>The data is loaded into Excel.
 
[[Image:Excel refresh.png|300px|center]]
 
[[Image:Excel refresh.png|300px|center]]

Revision as of 06:12, 17 December 2014

Note.jpg Prerequisites: the PostgreSQL ODBC driver must be installed and an ODBC source created.
Excel data source1.png

Data tab - Data Source

  1. On the Data tab, click on From Other Sources and choose From Data Connection Wizard.

    Excel data source2.png

    Wizard pane 1

  2. Choose ODBC DSN and click Next.

    Excel data source3.png

    Wizard pane 2

  3. Select your ODBC source and click Next.

    Excel data source4.png

    Wizard pane 3

  4. First are the views listed and the tables. Scroll until you find the table/view you would like to load into Excel. Select it and click Next.

    Excel data source5.png

    Wizard pane 4

  5. Enter description and click Finish.

    Excel data source6.png

    Wizard pane 5

  6. Select what type and where you would like the data and click OK.

  7. The data is loaded into Excel.
    Excel refresh.png

    Data tab - Refresh

  8. Click on Refresh to read the data from the database.