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Transfer Data from Excel to Redshift

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

The CData Excel Add-In for Redshift enables you to edit and save Redshift data directly from Excel. This article explains how to transfer data from Excel to Redshift. This technique is useful if you want to work on Redshift data in Excel and update changes, or if you have a whole spreadsheet you want to import into Redshift. In this example, you will use the Orders 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 Redshift connection by clicking From Redshift on the ribbon.

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.

Retrieve Data from Redshift

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

  1. Click the From Redshift button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Orders 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 Redshift

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, =MyOrdersSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Redshift, 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 Orders 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.