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Export Data from SQL Server to Excel Services through SSIS

Easily push SQL Server data to Excel Services using the CData SSIS Tasks for Excel Services.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Excel Services allows you to easily transfer Excel Services data. In this article you will export data from SQL Server to Excel Services.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Excel Services Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Excel Services.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Excel Services

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData ExcelServices Connection Manager in the menu.
  3. Configure the connection properties.

    The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

Configure the Excel Services Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Excel Services destination table and the action you want to perform on the Excel Services data. In this article, you will insert Account entities to Excel Services.

  1. Double-click the Excel Services destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Account. In the Action menu, select Insert.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.