Access Live Redshift Data in Excel 365

Microsoft Excel 365 is a cloud-native version of Microsoft Excel. When paired with CData Connect Cloud, you can instantly access Redshift data from within Excel 365 for data analysis, collaborations, calculations, and more. This article shows how to connect to Redshift in your Connect Cloud instance and access and update live Redshift data in Excel 365 spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Redshift, allowing you to easily access live Redshift data in Excel 365. Simply use the partner Connect Cloud Add-In to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Redshift, leveraging server-side processing to quickly return Redshift data.

Connect to Redshift in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Redshift" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Redshift.

   To connect to Redshift, set the following:

   • Server: Set this to the host name or IP address of the cluster hosting the Database you want to connect to.
   • Port: Set this to the port of the cluster.
   • Database: Set this to the name of the database. Or, leave this blank to use the default database of the authenticated user.
   • User: Set this to the username you want to use to authenticate to the Server.
   • Password: Set this to the password you want to use to authenticate to the Server.

   You can obtain the Server and Port values in the AWS Management Console:

   1. Open the Amazon Redshift console (http://console.aws.amazon.com/redshift).
   2. On the Clusters page, click the name of the cluster.
   3. On the Configuration tab for the cluster, copy the cluster URL from the connection strings displayed.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Redshift Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Redshift data from Excel 365.

Access Live Redshift Data in Excel 365

The steps below outline connecting to CData Connect Cloud from Excel 365 to access live Redshift data.

1. Log into Excel 365, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel 365, click Import
7. Choose a Connection (e.g. Redshift1), Table (e.g. Orders), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Redshift Data from Excel 365

In addition to viewing Redshift data in Excel 365, CData Connect Cloud also lets you update and delete Redshift data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Redshift (your changes will be in red)
2. In the CData Connect Cloud 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 Redshift

A notification will appear when the update is complete

Live Access to Redshift Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Redshift data from your Excel 365 workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.