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Transfer Data from Excel to Azure Analysis Services

This article explains how to transfer data from Excel to Azure Analysis Services using the Excel Add-In for Azure Analysis Services.

The CData Excel Add-In for Azure Analysis Services enables you to edit and save Azure Analysis Services data directly from Excel. This article explains how to transfer data from Excel to Azure Analysis Services. This technique is useful if you want to work on Azure Analysis Services data in Excel and update changes, or if you have a whole spreadsheet you want to import into Azure Analysis Services. In this example, you will use the Customer table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Azure Analysis Services connection by clicking From Azure Analysis Services on the ribbon.

To connect to Azure Analysis Services, set the Url property to a valid server, for instance, asazure://southcentralus.asazure.windows.net/server, in addition to authenticating. Optionally, set Database to distinguish which Azure database on the server to connect to.

Azure Analysis Services uses the OAuth authentication standard. OAuth requires the authenticating user to interact with Azure Analysis Services using the browser. You can connect without setting any connection properties for your user credentials. See the Help documentation for more information.

Retrieve Data from Azure Analysis Services

To insert data into Azure Analysis Services, you will first need to retrieve data from the Azure Analysis Services table you want to add to. This links the Excel spreadsheet to the Azure Analysis Services table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Azure Analysis Services button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Customer table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Azure Analysis Services

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyCustomerSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Azure Analysis Services, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Customer sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.