Access Live Vertica Data in Excel (Desktop) through Connect Spreadsheets

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Vertica data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Vertica in Connect Spreadsheets and access and update live Vertica data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Vertica Connectivity for Excel

Connectivity to Vertica from Excel is made possible through Connect Spreadsheets. To work with Vertica data from Excel, we start by creating and configuring a Vertica connection.

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

   Set the following connection properties to connect with Vertica.

   • Server: Enter the host name or the IP address of the server that hosts the Vertica database.
   • Port: Enter the port number for your Vertica database. The default port is 5433.
   • User: Enter the username that you use to authenticate to the Vertica database.
   • Password: Enter the password that you use to authenticate to the Vertica database.
   • Database: Enter the name of the database hosted on your Vertica server.
   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Vertica Connection page and update the User-based permissions.

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

Access Live Vertica Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Vertica data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. Vertica1), Table (e.g. MyTable), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Vertica Data from Excel

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

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

A notification will appear when the update is complete

Live Access to Vertica Data from Spreadsheet Apps

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

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.