Access Live EnterpriseDB Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to EnterpriseDB data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to EnterpriseDB in your Connect AI instance and access and update live EnterpriseDB data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for EnterpriseDB, allowing you to easily access live EnterpriseDB 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 EnterpriseDB, leveraging server-side processing to quickly return EnterpriseDB data.

Configure EnterpriseDB Connectivity for Excel

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "EnterpriseDB" from the Add Connection panel

3. Enter the necessary authentication properties to connect to EnterpriseDB.

   The following connection properties are required in order to connect to data.

   • Server: The host name or IP of the server hosting the EnterpriseDB database.
   • Port: The port of the server hosting the EnterpriseDB database.

   You can also optionally set the following:

   • Database: The default database to connect to when connecting to the EnterpriseDB Server. If this is not set, the user's default database will be used.

   Connect Using Standard Authentication

   To authenticate using standard authentication, set the following:

   • User: The user which will be used to authenticate with the EnterpriseDB server.
   • Password: The password which will be used to authenticate with the EnterpriseDB server.

   Connect Using SSL Authentication

   You can leverage SSL authentication to connect to EnterpriseDB data via a secure session. Configure the following connection properties to connect to data:

   • SSLClientCert: Set this to the name of the certificate store for the client certificate. Used in the case of 2-way SSL, where truststore and keystore are kept on both the client and server machines.
   • SSLClientCertPassword: If a client certificate store is password-protected, set this value to the store's password.
   • SSLClientCertSubject: The subject of the TLS/SSL client certificate. Used to locate the certificate in the store.
   • SSLClientCertType: The certificate type of the client store.
   • SSLServerCert: The certificate to be accepted from the server.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add EnterpriseDB Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to EnterpriseDB data from Excel.

Access Live EnterpriseDB Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live EnterpriseDB data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in.
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance
6. In the CData Connect AI panel in Excel, click Import
7. Choose a Connection (e.g. EnterpriseDB1), Table (e.g. Orders), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update EnterpriseDB Data from Excel

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

1. Update any cell or cells with changes you want to push to EnterpriseDB (your changes will be in red)
2. In the CData Connect AI 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 EnterpriseDB, and a notification will appear when the update is complete

Live Access to EnterpriseDB Data from Cloud Applications

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



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