2018-12-27 04:55:20 -05:00
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[role="xpack"]
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[testenv="platinum"]
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2018-12-31 07:07:39 -05:00
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[[sql-client-apps-excel]]
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2018-12-27 04:55:20 -05:00
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=== Microsoft Excel
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[quote, https://www.techopedia.com/definition/5430/microsoft-excel]
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____
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https://products.office.com/en/excel[Microsoft Excel] is a software program [...] that allows users to organize, format and calculate data
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with formulas using a spreadsheet system.
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____
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==== Prerequisites
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* Microsoft Office 2016 or higher
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2018-12-31 07:07:39 -05:00
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* {es-sql} <<sql-odbc, ODBC driver>>
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* A preconfigured User or System DSN (see <<dsn-configuration,Configuration>> section on how to configure a DSN).
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2018-12-27 04:55:20 -05:00
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==== Load data into a spreadsheet
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First, you'll need to choose ODBC as the source to load data from. To do so, click on the _Data_ tab, then _New Query_ button, in the
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drop-down menu expand _From Other Sources_, then choose _From ODBC_:
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[[apps_excel_fromodbc]]
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.ODBC as data source
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image:images/sql/odbc/apps_excel_fromodbc.png[]
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This will open a new window with a drop down menu populated with the DSNs that Excel found on the system. Choose a DSN configured to
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connect to your {es} instance and press the _OK_ button:
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[[apps_excel_dsn]]
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.Choose a DSN
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image:images/sql/odbc/apps_excel_dsn.png[]
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This will lead to a new window, allowing the user to input the connection credentials.
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A username might be required by Excel even if the {es} instance has no security enabled. Providing a bogus username with no password in
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this case will not hinder the connectivity. Note however that Excel will cache these credentials (so in case you do have security enabled,
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you won't be prompted for the credentials a second time).
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Fill in the username and the password and press
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_Connect_.
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[[apps_excel_cred]]
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.Provide connection credentials
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image:images/sql/odbc/apps_excel_cred.png[]
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Once connected, Excel will read {es}'s catalog and offer the user a choice of tables (indices) to load data from. Clicking on one of the
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tables will load a preview of the data within:
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[[apps_excel_picktable]]
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.Pick table to load
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image:images/sql/odbc/apps_excel_picktable.png[]
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Now click the _Load_ button, which will have Excel load all the data from the table into a spreadsheet:
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[[apps_excel_loaded]]
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.Data loaded in spreadsheet
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image:images/sql/odbc/apps_excel_loaded.png[]
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// vim: set noet fenc=utf-8 ff=dos sts=0 sw=4 ts=4 tw=138 columns=140
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