Access Live DB2 Data in Excel 365 Online (Excel for the web)

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to DB2 data from Excel 365 Online (Excel for the web) with CData Connect AI.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to DB2 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 DB2 within your Connect AI instance and accessing live DB2 data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for DB2, allowing you to easily access live DB2 data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to DB2, leveraging server-side processing to quickly return DB2 data.

This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure DB2 Connectivity for Excel

Connectivity to DB2 from Excel is made possible through CData Connect AI. To work with DB2 data from Excel, we start by creating and configuring a DB2 connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "DB2" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to DB2.

    Set the following properties to connect to DB2:

    • Server: Set this to the name of the server running DB2.
    • Port: Set this to the port the DB2 server is listening on.
    • Database: Set this to the name of the DB2 database.
    • User: Set this to the username of a user allowed to access the database.
    • Password: Set this to the password of a user allowed to access the database.

    You will also need to install the corresponding DB2 driver:

    • Windows: Install the IBM Data Server Provider for .NET.

      On Windows, installing the IBM Data Server Provider is sufficient, as the installation registers it in the machine.config.

    • Java: Install the IBM Data Server Driver for JDBC.

      In the Java version, place the IBM Data Server Driver JAR in the www\WEB-INF\lib\ folder for this application.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add DB2 Connection page and update the User-based permissions. Updating permissions

With the connection configured, you are ready to connect to DB2 data from Excel for the web.

Access Live DB2 Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live DB2 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 Spreadsheets Add-In and install the Add-in. Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance Authorizing the Add-In
  6. In the CData Connect Spreadsheets panel in Excel, click Import CData Connect AI panel in Excel
  7. Choose a Connection (e.g. DB21), Table (e.g. Orders), and Columns to import CData Connect AI panel in Excel
  8. Optionally add Filters, Sorting, and a Limit Choosing a Connection, Table, and Columns
  9. Click Execute to import the data Executing the Query

Update DB2 Data from Excel

In addition to viewing DB2 data in Excel, CData Connect AI also lets you update and delete DB2 data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to DB2 (your changes will be in red)
  2. In the CData Connect Spreadsheets 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 DB2 Updating data (Salesforce is shown).

A notification will appear when the update is complete

Live Access to DB2 Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live DB2 data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Imported data (Salesforce is shown)

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

Free Trial