Ready to get started?

Learn more about the CData Excel Add-In for Phoenix or download a free trial:

Download Now

Transfer Data from Excel to Phoenix

This article explains how to transfer data from Excel to Phoenix using the Excel Add-In for Phoenix.

The CData Excel Add-In for Phoenix enables you to edit and save Phoenix data directly from Excel. This article explains how to transfer data from Excel to Phoenix. This technique is useful if you want to work on Phoenix data in Excel and update changes, or if you have a whole spreadsheet you want to import into Phoenix. In this example, you will use the MyTable table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Phoenix connection by clicking From Phoenix on the ribbon.

Connect to Apache Phoenix via the Phoenix Query Server. Set the Server and Port (if different from the default port) properties to connect to Apache Phoenix. The Server property will typically be the host name or IP address of the server hosting Apache Phoenix.

Authenticating to Apache Phoenix

By default, no authentication will be used (plain). If authentication is configured for your server, set AuthScheme to NEGOTIATE and set the User and Password properties (if necessary) to authenticate through Kerberos.

Retrieve Data from Phoenix

To insert data into Phoenix, you will first need to retrieve data from the Phoenix table you want to add to. This links the Excel spreadsheet to the Phoenix table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Phoenix button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the MyTable table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Phoenix

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyMyTableSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Phoenix, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the MyTable sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.