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Transfer Data from Excel to SQL Analysis Services

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

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

To connect, provide authentication and set the Url property to a valid SQL Server Analysis Services endpoint. You can connect to SQL Server Analysis Services instances hosted over HTTP with XMLA access. See the Microsoft documentation to configure HTTP access to SQL Server Analysis Services.

To secure connections and authenticate, set the corresponding connection properties, below. The data provider supports the major authentication schemes, including HTTP and Windows, as well as SSL/TLS.

  • HTTP Authentication

    Set AuthScheme to "Basic" or "Digest" and set User and Password. Specify other authentication values in CustomHeaders.

  • Windows (NTLM)

    Set the Windows User and Password and set AuthScheme to "NTLM".

  • Kerberos and Kerberos Delegation

    To authenticate with Kerberos, set AuthScheme to NEGOTIATE. To use Kerberos delegation, set AuthScheme to KERBEROSDELEGATION. If needed, provide the User, Password, and KerberosSPN. By default, the data provider attempts to communicate with the SPN at the specified Url.

  • SSL/TLS:

    By default, the data provider attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store. To specify another certificate, see the SSLServerCert property for the available formats.

You can then access any cube as a relational table: When you connect the data provider retrieves SSAS metadata and dynamically updates the table schemas. Instead of retrieving metadata every connection, you can set the CacheLocation property to automatically cache to a simple file-based store.

See the Getting Started section of the CData documentation, under Retrieving Analysis Services Data, to execute SQL-92 queries to the cubes.

Retrieve Data from SQL Analysis Services

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

  1. Click the From SQL Analysis Services button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Adventure_Works 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 SQL Analysis Services

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, =MyAdventure_WorksSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to SQL Analysis Services, 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 Adventure_Works 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.