How to Connect to & Open SAS xpt Data in Microsoft Excel

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

Connecting to Local SASXpt Files

You can connect to local SASXpt file by setting the URI to a folder containing SASXpt files.

Connecting to S3 data source

You can connect to Amazon S3 source to read SASXpt files. Set the following properties to connect:

• URI: Set this to the folder within your bucket that you would like to connect to.
• AWSAccessKey: Set this to your AWS account access key.
• AWSSecretKey: Set this to your AWS account secret key.
• TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).

Connecting to Azure Data Lake Storage Gen2

You can connect to ADLS Gen2 to read SASXpt files. Set the following properties to connect:

• URI: Set this to the name of the file system and the name of the folder which contacts your SASXpt files.
• AzureAccount: Set this to the name of the Azure Data Lake storage account.
• AzureAccessKey: Set this to our Azure DataLakeStore Gen 2 storage account access key.
• TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).

You can then work with live SAS xpt data in Excel.

1. In Excel, open the Data tab and choose Get Data -> From Other Sources -> From Microsoft Query.
2. Choose the SASXpt 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 SampleTable_1, you can set "Column2=?".

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.