How to Connect to & Open EnterpriseDB Data in Microsoft Excel

The CData ODBC driver for EnterpriseDB uses the standard ODBC interface to link EnterpriseDB data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import EnterpriseDB data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet.

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then work with live EnterpriseDB data in Excel.

1. In Excel, open the Data tab and choose Get Data -> From Other Sources -> From Microsoft Query.
2. Choose the EnterpriseDB DSN. Select the option to use Query Wizard to create/edit queries.
3. In the Query Wizard, expand the node for the table you would like to import into your spreadsheet. Select the columns you want to import and click the arrow to add them to your query. Alternatively, select the table name to add all columns for that table.
4. The Filter Data page allows you to specify criteria. For example, you can limit results by setting a date range.
5. If you want to use parameters in your query, select the option to edit the query in Microsoft Query.

6. To set a parameter in the query, you will need to modify the SQL statement directly. To do this, click the SQL button in the Query Editor. If you set filter criteria earlier, you should have a WHERE clause already in the query.

   To use a parameter, use a "?" character as the wildcard character for a field's value in the WHERE clause. For example, if you are importing the Orders, you can set "ShipCountry=?".

7. Close the SQL dialog when you are finished editing the SQL statement. You will be prompted to enter a parameter value. In the next step, you will select a cell to provide this value. So, leave the box in the dialog blank.

8. Click File -> Return Data to Microsoft Excel. The Import Data dialog is displayed. Enter a cell where results should be imported.

9. Close the Import Data dialog. You will be prompted to enter a parameter value. Click the button next to the parameter box to select a cell. Select the option to automatically refresh the spreadsheet when the value changes.