How to Connect to & Open Nuclia Data in Microsoft Excel

The CData ODBC driver for Nuclia uses the standard ODBC interface to link Nuclia data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import Nuclia 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.

Using API Key Authentication

Nuclia uses API key authentication for accessing Knowledge Box data. To obtain an API key:

1. Log in to the Nuclia Cloud Dashboard at https://nuclia.cloud
2. Navigate to your Knowledge Box settings
3. Go to the Service Accounts section
4. Create a new service account or copy an existing API key

After obtaining your API key, set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Nuclia service account API key.
• KbId: Set this to your Knowledge Box UUID.
• Zone: Set this to your Nuclia deployment zone (e.g., aws-us-east-2-1).

Example Connection String

Profile=C:\profiles\Nuclia.apip;AuthScheme=APIKey;APIKey=your_service_account_key;KbId=your_kb_uuid;Zone=aws-us-east-2-1;

Connecting to Nuclia

Once the authentication is configured, you can connect to Nuclia and query data from any of the available tables such as Resources, KnowledgeBox, LabelSets, and ProcessingStatus.

You can then work with live Nuclia data in Excel.

NOTE: In recent versions of Excel, Microsoft Query is not visible by default. To enable visibility, Navigate to Options > Data and check From Microsoft Query (Legacy) under the Show legacy data import wizards section.

1. In Excel, open the Data tab and choose Get Data -> Legacy Wizards -> From Microsoft Query (Legacy).
2. Choose the API 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 KnowledgeBox, you can set "=?".

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.

The data is now imported into Excel. When you change the value in cell B1, the data will be filtered by the specified search criteria.