Access Live Elasticsearch Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Elasticsearch data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Elasticsearch within your Connect Cloud instance and accessing live Elasticsearch data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Elasticsearch, allowing you to easily access live Elasticsearch data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Elasticsearch, leveraging server-side processing to quickly return Elasticsearch data.

Getting Started

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Configure Elasticsearch Connectivity for Excel

Connectivity to Elasticsearch from Excel is made possible through CData Connect Cloud. To work with Elasticsearch data from Excel, we start by creating and configuring a Elasticsearch connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Elasticsearch" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Elasticsearch.

   Set the Server and Port connection properties to connect. To authenticate, set the User and Password properties, PKI (public key infrastructure) properties, or both. To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

   The data provider uses X-Pack Security for TLS/SSL and authentication. To connect over TLS/SSL, prefix the Server value with 'https://'. Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

   Once the data provider is connected, X-Pack will then perform user authentication and grant role permissions based on the realms you have configured.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Elasticsearch Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Elasticsearch data from Excel for the web.

Access Live Elasticsearch Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Elasticsearch data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. Elasticsearch1), Table (e.g. Orders), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Elasticsearch Data from Excel

In addition to viewing Elasticsearch data in Excel, CData Connect Cloud also lets you update and delete Elasticsearch data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Elasticsearch (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Elasticsearch

A notification will appear when the update is complete

Live Access to Elasticsearch Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Elasticsearch data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.