Connecting to IMSMA Staging area from Excel

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 then 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.
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    Data tab - Refresh

  8. When the IMSMA Staging area is updated, the data in the Excel will be loaded again when you click on Refresh.