Transfer Data from Excel to DataRobot

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Excel Add-In for DataRobot

The DataRobot Excel Add-In is a powerful tool that allows you to connect with live DataRobot automated machine learning platform, directly from Microsoft Excel.

Use Excel to integrate and pipeline DataRobot data. Perfect for mass exports, Excel based data analysis, and more!

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

The CData Excel Add-In for DataRobot enables you to edit and save DataRobot data directly from Excel. This article explains how to transfer data from Excel to DataRobot. This technique is useful if you want to work on DataRobot data in Excel and update changes, or if you have a whole spreadsheet you want to import into DataRobot. In this example, you will use the Predictions 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 DataRobot connection by clicking From DataRobot on the ribbon.

To connect to DataRobot, the following connection properties are required: User, Password, and PredictionInstance. DataRobotKey may also be required depending on your type of DataRobot predictions instance. If using the Predictions API, DataFile is required. The CSV DataFile should include a header row as the first row of the datafile. APIKey is not required, but can be supplied. If not supplied, the driver will handle obtaining an APIKey.

User, DataRobotKey, and APIKey are the credentials for the DataRobot account.

ProjectID, DataFile, and ModelId are the parameters for the project, dataset, and model type.

Retrieve Data from DataRobot

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

  1. Click the From DataRobot button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Predictions 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 DataRobot

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, =MyPredictionsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to DataRobot, 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 Predictions 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.