Difference between revisions of "Connecting to IMSMA Staging area from Excel"

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{{Note | Prerequisites: the [[Installation ODBC driver | PostgreSQL ODBC driver]] must be installed and an [[Create ODBC source | ODBC source]] created.}}  
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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]]
 
[[Image:Excel data source1.png|500px|center]]
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'' Data tab - Refresh''
 
'' Data tab - Refresh''
 
</div>
 
</div>
<li>Click on Refresh to read the data from the database.
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<li>When the Staging area is updated, the data in the Excel will be loaded again when you click on Refresh.
 
</ol>
 
</ol>
 
 
 
{{NavBox Business Intelligence}}
 
{{NavBox Business Intelligence}}
 
[[Category:VIE]]
 
[[Category:VIE]]

Revision as of 07:17, 17 December 2014

Note.jpg The PostgreSQL ODBC driver must be installed and an ODBC source created before loading the data into Excel.
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. When the Staging area is updated, the data in the Excel will be loaded again when you click on Refresh.