Import dataset to excel

You can import data into Excel from a wide variety of data sources and the sections that follow show you how. For more information on what to do with your data once it’s imported, see How data journeys through Excel.

You can create a query from an Excel table, named range, or dynamic array in the current workbook. If the selected data is a simple range, it’s converted to a table. Importing dynamic arrays requires a Microsoft 365 subscription. For more information on dynamic arrays, see Dynamic array formulas and spilled array behavior.

  1. Select any cell within your data range.

  2. Select Data > From Table/Range.

    This command is also available from Data > From Other SourcesFrom Table/Range.

  3. If prompted, in the Create Table dialog box, you can select the Range Selection button to select a specific range to use as a data source.

    From Table dialog

  4. If the table or range of data has column headers, select My table has headers. The header cells are used to define the column names for the query.

  5. Select OK.

For more information, see Import from an Excel Table.

  1. Select Data > Get Data > From File > From Excel Workbook

  2. In the Excel Browse dialog box, browse for or type a path to the file that you want to query.

  3. Select Open.

If your source workbook has named ranges, the name of the range will be available as a data set.

For more information about advanced connector options, see Excel Workbook (docs.com).

The following procedure shows the basic steps. For more detailed coverage, see Import or export text (.txt or .csv) files.

  1. Select Data Get Data > From File > From Text/CSV

  2. In the Comma-Separated Values Browse dialog box, browse for or type a path to the file that you want to query.

  3. Select Open.

Note: If you are importing data from a CSV file, Power Query will automatically detect column delimiters including column names and types. For example, if you imported the example CSV file below, Power Query automatically uses the first row as the column names and changes each column data type.

Example CSV file

Image of a CSV file

Power Query automatically changes each column data type:

  • Order ID changes to number

  • Order Date changes to date

  • Category remains text (the default column type)

  • Product Name remains text (the default column type)

  • Sales changes to number

For more information about advanced connector options, see Text/CSV (docs.com).

The following procedure shows the basic steps of importing data. For more detailed coverage, see Import XML data.

  1. Select Data > Get Data > From File > From XML

  2. In the From XML Browse dialog box, browse for or type a file URL to import or link to a file.

  3. Select Open.

After the connection succeeds, use the Navigator pane to browse and preview the collections of items in the XML file in a tabular form.

For more information about advanced connector options, see XML (docs.com).

  1. Select Data > Get Data > From File > From JSON. The Import Data dialog box appears.

  2. Locate the JSON file, and then select Open.

For more information about advanced connector options, see JSON (docs.com).

Important   When you try to import a PDF file, you may get the following PDF message: “This connector requires one or more additional components to be installed before it can be used.” The PDF connector requires .NET Framework 4.5 or higher to be installed on your computer. You can download the latest .NET Framework from here. 

  1. Select Data > Get Data > From File > From PDF.

  2. Select your PDF file, and then click Open. The Navigator dialog box opens your PDF and displays available tables.

    The Navigator dialog box for importing PDF data

  3. Select the tables you want to import, then do one of the following:

    • To view the data directly in Excel, Select Load > Load or to see the Import dialog box, select Load > Load To.

    • To work with the data in Power Query first, select Transform Data.

For more information about advanced connector options, see PDF (docs.com).

You can import data from several files having a similar schema and format from a folder. Then, you can append the data into one table.

  1. Select Data > Get Data > From File > From Folder.

  2. In the Browse dialog box, locate the folder, and then select Open.

  3. For detailed steps, see Import data from a folder with multiple files.

For more information about advanced connector options, see Folder (docs.com).

You can import data from several files having a similar schema and format from a SharePoint library. Then, you can append the data into one table.

  1. Select Data > Get Data > From File > From SharePoint Folder.

  2. In the SharePoint Folder dialog box, enter the root URL for the SharePoint site not including any reference to a library, and then navigate to the library.

  3. For detailed steps, see Import data from a folder with multiple files.

For more information about advanced connector options, see SharePoint folder (docs.com).

  1. Select Data > Get Data > From Database > From SQL Server Database

  2. In the Microsoft SQL Database dialog box, specify the SQL Server to connect to in the Server Name box. Optionally, you can specify a Database Name as well.

  3. If you want to import data using a native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

    Power Query SQL Server Database connection dialog

  4. Select OK.

  5. Select the authentication mode to connect to the SQL Server database.

    Power Query SQL Server connection login credentials


    • Windows 
         This is the default selection. Select this if you want to connect using Windows authentication.

    • Database Select this if you want to connect using SQL Server authentication. After you select this, specify a user name and password to connect to your SQL Server instance.

  6. By default, the Encrypt connection check box is selected to signify that Power Query connects to your database using an encrypted connection. If you do not want to connect using an encrypted connection, clear this check box, and then click Connect.

    If a connection to your SQL Server is not established using an encrypted connection, Power Query prompts you to connect using an unencrypted connection. Click OK in the message to connect using an unencrypted connection.

For more information about advanced connector options, see SQL Server database (docs.com).

  1. Select Data > Get Data > From Database > From Microsoft Access Database

  2. In the Import Data dialog box, browse for and locate the Access database file (.accdb). 

  3. Select the file, and then select Open. The Navigator dialog box appears.

  4. Select the table or query in the left pane to preview the data in the right pane.

  5. If you have many tables and queries, use the Search box to locate an object or use the Display Options along with the Refresh button to filter the list.

  6. Select Load or Transform.

For more information about advanced connector options, see Access database (docs.com).

Note    When you use a workbook connected to a SQL Server Analysis Services database, you may need additional information to answer specific product questions, such as reference information about multidimensional expressions (MDX), or configuration procedures for an online analytical processing (OLAP) server.

  1. Select Data > Get External Data > From Database > From Analysis Services. The first page of the Data Connection Wizard appears. Its title is Connect to Database Server.

    Data Connection Wizard screen 1

  2. In the Server name box, enter the name of the OLAP database server.

    Tip: If you know the name of the offline cube file that you want to connect to, you can type the complete file path, file name, and extension.

  3. Under Log on credentials, do one of the following, then click Next:

    • To use your current Windows user name and password, click Use Windows Authentication.

    • To enter a database user name and password, click Use the following User Name and Password, and then type your user name and password in the corresponding User Name and Password boxes.

      Security Note

      • Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don’t mix these elements. For example, Y6dh!et5 is a strong password and House27 is a weak password. Passwords should contain 8 or more characters. A pass phrase that uses 14 or more characters is better.

      • It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they help protect.

  4. Select Next to go to the second wizard screen. Its title is Select Database and Table.

    Data Connection Wizard screen 2

    To connect to a specific cube file in the database, make sure that Connect to a specific cube or table is selected, and then select a cube from the list.

  5. In the Select the database that contains the data you want box, select a database, and then click Next.

  6. Click Next to go to the third wizard screen. Its titled Save Data Connection File and Finish.

    Data Connection Wizard screen 3

  7. In the File Name box, revise the default file name as needed (optional).

  8. Click Browse to change the default file location of My Data Sources, or check for existing file names.

  9. In the Description, Friendly Name, and Search Keywords boxes, type a description of the file, a friendly name, and common search words (all are optional).

  10. To ensure that the connection file is used when the PivotTable is refreshed, click Always attempt to use this file to refresh this data.

    Selecting this check box ensures that updates to the connection file will always be used by all workbooks that use that connection file.

  11. You can specify how a PivotTable is accessed if the workbook is saved to Excel Services and is opened by using Excel Services. 

    Note: The authentication setting is only used by Excel Services, and not by Microsoft Office Excel. If you want to ensure that the same data is accessed whether you open the workbook in Excel or Excel Services, make sure that the authentication setting in Excel is the same.

    Select Authentication Settings, and select one of the following options to log on to the data source: 

    • Windows Authentication       Select this option to use the Windows username and password of the current user. This is the most secure method, but it can affect performance when there are many users.

    • SSO       Select this option to use Single Sign On, and then enter the appropriate identification string in the SSO ID text box. A site administrator can configure a SharePoint site to use a Single Sign On database where a username and password can be stored. This method can be the most efficient when there are many users.

    • None       Select this option to save the username and password in the connection file.

      Important: Avoid saving logon information when connecting to data sources. This information may be stored as plain text, and a malicious user could access the information to compromise the security of the data source.

  12. Select OK.

  13. Select Finish to close the Data Connection Wizard. The Import Data dialog box appears.

    Import data

  14. Decide how you want to import the data, and then select OK. For more information about using this dialog box, select the question mark (?).

You can create a dynamic connection between an Excel workbook and a SQL Server Analysis Services Online Analytical Processing (OLAP) database server, then refresh that connection whenever the data changes. You can connect to a specific offline cube file if it has been created on the database server. You can also import data into Excel as either a Table or a PivotTable report.

  1. Select Data > Get Data > From Database > From SQL Server Analysis Services Database (Import)

  2. Enter the Server name, and then select OK.

    Note: You have the option of entering a specific database name, and you can also add an MDX (docs.com) or DAX query.

  3. In the Navigator pane select the database, and then select the cube or tables you want to connect.

  4. Click Load to load the selected table into a worksheet, or click Edit to perform additional data filters and transformations in the Power Query Editor before loading it.

  1. Select Data > Get Data > From Database > From Oracle Database.

  2. In the Oracle Database dialog box, in Server Name specify the Oracle Server to connect to. If a SID is required, this can be specified in the form of “ServerName/SID”.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import data from database using Native Database Query.

  4. Select OK.

  5. If the Oracle server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Connect.

For more information about advanced connector options, see Oracle Database (docs.com).

Warning: 

  • Before you can connect to an IBM DB2 database, you need the IBM DB2 Data Server Driver installed on your computer (minimum requirement is the IBM Data Server Driver Package (DS Driver)). Select the driver that matches your Power Query installation (32-bit or 64-bit).

  • There are known issues reported by IBM installing the IBM DB2 Data Server Driver on Windows 8. If you are using Windows 8 and want to connect to IBM DB2 using Power Query, you need to follow additional installation steps. Find more information about the IBM DB2 Data Server Driver on Windows 8.

  1. Select Data > Get Data > From Database > From IBM DB2 Database

  2. In the IBM DB2 Database dialog box, in Server Name specify the IBM DB2 Database Server to connect to.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import data from a database using Native Database Query.

  4. Select OK.

  5. If the IBM DB2 server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Connect.

For more information about advanced connector options, see IBM DB2 database (docs.com).

Note: If receive the message “This connector requires one or more additional components to be installed before it can be used.”, you need to download the appropriate ODBC Driver for MySQL to your Windows device from here. For more information, see MySQL Connectors.

  1. Select Data > Get Data > From Database > From MySQL Database

  2. In the MySQL Database dialog box, in Server Name specify the MySQL Database Server to connect to.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import data from a database using Native Database Query.

  4. Select OK.

  5. If the MySQL server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Connect.

For more information about advanced connector options, see MySQL database (docs.com).

Note: Before you can connect to a PostgreSQL database in Power Query, you need the Ngpsql data provider for PostgreSQL installed on your computer. Select the driver that matches your Office version (32-bit or 64-bit). For more information, see Which version of Office am I using? . Also make sure you have the provider registered in the machine configuration that matches the most recent .NET version on your device.

  1. Select Data > Get Data > From Database > From PostgreSQL Database

  2. In the PostgreSQL Database dialog box, specify the PostgreSQL Database Server you want to connect to in the Server Name section.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import data from a database using Native Database Query.

  4. Select OK.

  5. If the PostgreSQL server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Select Connect.

For more information about advanced connector options, see PostgreSQL (docs.com).

Note: Before you can connect to an SAP SQL Anywhere database, you need the  SAP SQL Anywhere driver installed on your computer. Select the driver that matches your Excel installation (32-bit or 64-bit).

  1. Select Data > Get Data > From Database > From Sybase Database

  2. In the Sybase Database dialog box, specify the Sybase Server to connect to in the Server Name box. Optionally, you can specify a Database Name as well.

  3. If you want to import data using a native database query, specify your query in the SQL Statement box. For more information, see Import data from a database using Native Database Query.

  4. Select OK.

  5. By default, the Encrypt connection check box is selected so that Power Query connects to your database using a simple encrypted connection.

  6. Select Connect.

For more information, see Sybase database (docs.com).

  1. Select Data > Get Data > From Database > From Teradata Database.

  2. In the Teradata Database dialog box, in Server Name specify the Teradata Server to connect to.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import data from a database using Native Database Query.

  4. Select OK.

  5. If the Teradata server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Save.

For more information, see Terabase database (docs.com).

Notes: 

  • This feature is only available in Excel for Windows if you have Office 2019 or later, or a Microsoft 365 subscription. If you are a Microsoft 365 subscriber, make sure you have the latest version of Office.

  • Before you can connect to an SAP HANA database using Power Query, you need the SAP HANA ODBC Driver on your computer. Select the driver that matches your Power Query installation (32-bit or 64-bit).

  • You will need an SAP account to login to the website and download the drivers. If you are unsure, contact the SAP administrator in your organization.

To connect to an SAP HANA database:

  1. Click Data > New Query > From Database > From SAP HANA Database.

  2. In the SAP HANA Database dialog box, specify the server you want to connect to. The server name should follow the format ServerName:Port.

    SAP HANA Database dialog box

  3. Optionally, if you want to import data using native database query, Select Advanced options and in the SQL Statement box enter the query.

  4. Select OK.

  5. If the SAP HANA server requires database user credentials, then in the Access an SAP HANA database dialog box, do the following:

    1. Click the Database tab, and enter your username and password.

    2. Click Connect

For more information about advanced connector options, see SAP HANA database (docs.com).

Azure SQL Database is a high-performing, fully managed, scalable relational database built for the cloud and used for mission-critical applications. For more information, see What is Azure SQL? (docs.com).

  1. Select Data > Get Data > From Azure > From Azure SQL Database.

  2. In the Microsoft SQL Database dialog box, specify the SQL Server to connect to in the Server Name box. Optionally, you can specify a Database Name as well.

  3. If you want to import data using a native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

    Power Query SQL Server Database connection dialog

  4. Select OK.

  5. Select the authentication mode to connect to the SQL Server database.

    Power Query SQL Server connection login credentials


    • Windows 
         This is the default selection. Select this if you want to connect using Windows authentication.

    • Database Select this if you want to connect using SQL Server authentication. After you select this, specify a user name and password to connect to your SQL Server instance.

  6. By default, the Encrypt connection check box is selected to signify that Power Query connects to your database using an encrypted connection. If you do not want to connect using an encrypted connection, clear this check box, and then click Connect.

    If a connection to your SQL Server is not established using an encrypted connection, Power Query prompts you to connect using an unencrypted connection. Click OK in the message to connect using an unencrypted connection.

For more information about advanced connector options, see Azure SQL database (docs.com).

Azure Synapse Analytics combines big data tools and relational queries by using Apache Spark to connect to Azure data services and the Power Platform. You can load millions of rows in no time. Then, you can work with tabular data by using familiar SQL syntax for queries. For more information, see What is Azure Synapse Analytics (docs.com).

  1. Select Data > Get Data > From Azure > From Azure Synapse Analytics.

  2. In the Microsoft SQL Database dialog box, specify the SQL Server to connect to in the Server Name box. Optionally, you can specify a Database Name as well.

  3. If you want to import data using a native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

    Power Query SQL Server Database connection dialog

  4. Select OK.

  5. Select the authentication mode to connect to the SQL Server database.

    Power Query SQL Server connection login credentials


    • Windows 
         This is the default selection. Select this if you want to connect using Windows authentication.

    • Database Select this if you want to connect using SQL Server authentication. After you select this, specify a user name and password to connect to your SQL Server instance.

  6. By default, the Encrypt connection check box is selected to signify that Power Query connects to your database using an encrypted connection. If you do not want to connect using an encrypted connection, clear this check box, and then click Connect.

    If a connection to your SQL Server is not established using an encrypted connection, Power Query prompts you to connect using an unencrypted connection. Click OK in the message to connect using an unencrypted connection.

For more information about advanced connector options, see Azure Synapse Analytics (docs.com).

Azure HDInsight is used for big data analysis when you need to process large amounts of data. It supports data warehousing and machine learning; you can think of it as a data flow engine. For more information, see What is Azure HDInsight? (docs.com).

  1. Select Data > Get Data > From Azure > From Azure HDInsight (HDFS)

  2. Enter the Account name or URL of the Microsoft Azure Blob Storage account associated with your HDInsight cluster, and then select OK.

  3. In the Access Microsoft Azure HDInsight dialog box, enter your Account Key, and click Connect.

  4. Select your cluster in the Navigator dialog, and then find and select a content file.

  5. Select Load to load the selected table, or Edit to perform additional data filters and transformations before loading it.

Microsoft Azure Blob Storage is a service for storing large amounts of unstructured data, like images, videos, audio, and documents, which can be accessed from anywhere in the world via HTTP or HTTPS. For more information about Azure Blob Storage service, see How to Use Blob Storage.

  1. Select Data > Get Data > From Azure > From Azure Blob Storage

  2. In the Microsoft Azure Blob Storage dialog box, enter your Microsoft Azure  storage account name or URL, and then select OK.

  3. If you are connecting to the Blob storage service for the first time, you will be prompted to enter and save the storage access key. In the Access Microsoft Azure Blob Storage dialog box, enter your storage access key in the Account Key box, and click Save.

    Note: If you need to retrieve your storage access key, browse to the Microsoft Azure Portal, select your storage account, and then select the Manage Access Key icon on the bottom of the page. Select the copy icon to the right of the primary key, and then paste the value in the Account Key box.

  4. The Query Editor lists all the available containers in your Microsoft Azure Blob Storage. In the Navigator, select a container from where you want to import data, and then select Apply & Close.

For more information, see Azure Blob Storage (docs.com).

The Azure Storage provides storage services for a variety of data objects. The Table storage component targets NoSQL data stored as key/attribute pairs. For more information, see Introduction to Table storage (docs.com).

  1. Select Data > Get Data > From Azure > From Azure Synapse Analytics.

  2. Enter the Account name or URL of the Microsoft Azure Table Storage account, and then select OK.

  1. Select Data > Get Data > From Azure > From Azure Data Lake Storage.

  2. Enter the Account name or URL of the Microsoft Azure Data Lake Storage account, and then select OK.

    For example: swebhdfs://contoso.azuredatalake.net/

  3. Optionally, enter a value in the Page Size in Bytes box.

For more information, see Azure Data Lake Storage (docs.com).

Azure Data Lake Storage Gen 2 combines different data warehouses into a single, stored environment. You can use a new generation of query tools to explore and analyze data, working with petabytes of data. For more information, see Azure Data Lake Storage (docs.com).

  1. In the Azure Data Lake Storage Gen2 dialog box, provide the account URL. URLs for Data Lake Storage Gen2 have the following pattern:

    https://<accountname>.dfs.core.windows.net/<container>/<subfolder>
    For example, https://contosoadlscdm.dfs.core.windows.net/

  2. Select whether you want to use the File System View or the Common Data Model (CDM) Folder View.

  3. Select OK.

  4. You may need to choose an authentication method.

    For example, if you select the Organizational account method, select Sign in to sign into your storage account. You’ll be redirected to your organization’s sign-in page. Follow the prompts to sign into the account. After you’ve successfully signed in, select Connect.

  5. In the Navigator dialog box verify the information, and then select either Transform Data to transform the data in Power Query or Load to load the data.

For more information, see Azure Data Lake Storage (docs.com).

Azure Data Explorer is a fast and highly scalable data exploration service for log and telemetry data. It can handle large volumes of diverse data from any data source, such as websites, applications, IoT devices, and more. For more information, see What is Azure Data Explorer (docs.com).

  1. Select Data > Get Data > From Azure > From Azure Data Explorer.

  2. In the Azure Data Explorer (Kusto) dialog box, enter appropriate values.

    Each prompt provides helpful examples to walk you through the process.

  3. Select OK.

You can import Datasets from your organization with appropriate permission by selecting them from the Power BI Datasets pane, and then creating a PivotTable in a new worksheet.

  1. Select Data > Get Data > From Power BI (<Tenant name>). The Power BI Datasets pane appears. <Tenant name> varies depending on your organization, for example, Power BI (Contoso).

  2. If many Datasets are available, use the Search box. Select the arrow next to the box to display keyword filters for versions and environments to target your search.

  3. Select a Dataset and create a PivotTable in a new worksheet. For more information, see Overview of PivotTables and PivotCharts.

For more information on Power BI, see Create a PivotTable from Power BI datasets and Data Management Experience in Power BI for Office 365 Help (docs.com).

A dataflow is a data preparation technology that enables ingesting, transforming, and loading data into Microsoft Dataverse environments, Power BI workspaces, or Azure Data Lake. You can trigger dataflows to run either on demand or automatically on a schedule so that data is always kept up to date.

  1. Select Data > Get Data > From Power Platform > From Dataflows.

  2. If prompted, enter the required credentials, or sign in as a different user. The Navigator pane appears.

  3. Select the dataflow in the left pane to preview it in the right pane.

  4. Do one of the following:

    • To add the data to a worksheet, select Load.

    • To add the data to the Power Query Editor, select Transform Data.

For more information, see An overview of dataflows across Microsoft Power Platform.

Use Dataverse to securely store and manage data in the cloud. You can create or import custom tables specific to your organization, populate them with data by using Power Query, and then use Power Apps or Microsoft Access to build rich business applications.

  1. Select Data > Get Data > From Power Platform > From Dataverse.

  2. If prompted, enter the required credentials, or sign in as a different user. The Navigator pane appears.

  3. Select the data in the left pane to preview it in the right pane.

  4. Do one of the following:

    • To add the data to a worksheet, select Load.

    • To add the data to the Power Query Editor, select Transform Data.

For more information, see What is Microsoft Dataverse.

  1. Select Data > Get Data > From Online Services > From SharePoint Online List.

  2. In the SharePoint Folder dialog box, enter the root URL for the SharePoint site not including any reference to a library, and then navigate to the library.

  3. Select the 2.0 Beta SharePoint implementation, which enables Advanced options, so you can select a View mode:

    All    Retrieves all columns from a SharePoint List.
    Default    Retrieves the columns set in the Default View of a SharePoint List.

  4. As an alternative to 2.0 Beta, you can select 1.0, which corresponds to the earlier version of SharePoint.

For more information about advanced connector options, see SharePoint Online list (docs.com).

  1. Select Data > Get Data > From Online Services from SharePoint Online List.

  2. In the Microsoft Exchange dialog box enter your email address in the form of <alias>@<organization>.com

  3. If you have many objects, use the Search box to locate an object or use he Display Options along with the Refresh button to filter the list.

  4. Select or clear the Skip files with errors checkbox at the bottom of the dialog box.

  5. Select the table you want: Calendar, Mail, Meeting Requests, People, and Tasks.

  6. Do one of the following:

  • To create a query, and then load to a worksheet, select Load > Load.

  • To create a query, and then display the Import Data dialog box, select Load > Load To.

  • To create a query, and then launch the Power Query Editor, select Transform Data.

  1. Select the Environment you want to connect to.

  2. In the menu, select the Settings icon > Advanced customizations > Developer resources.

  3. Copy the Instance Web API value. 

    Notes: 

    • The url format will be something like https://<tenant>.crm.dynamics.com/api/data/v9.0.

    • The exact format of the URL you will use to connect depends on your region and the version of CDS for Apps you’re using. For more information see: Web API URL and versions (docs.com).

  4. Select Data > Get Data > From Online Services > From Dynamics 365 (online).

  5. In the dialog box, with the Basic option selected, enter the Web API URL for your CDS for Apps connection, and click OK.

    • If you select the Advanced option, you can append certain additional parameters to the query to control what data is returned. For more information see: Query Data using the Web API (docs.com).

  6. Select Organization account.

    • If you aren’t signed in using the Microsoft Work or School account you use to access Dataverse for Apps, select Sign in and enter the account username and password.

  7. Select Connect.

  8. Within the Navigator dialog, select the data you want to retrieve.

  9. Verify the data is correct, and then select Load or Edit to open the Power Query Editor.

  1. Select Data > Get Data > From Online Services > From Salesforce Objects. The Salesforce Objects dialog box appears.

  2. Select either Production or Custom. If you select Custom, enter the URL of a custom instance.

  3. Select or clear Include relationships column.

  4. Select OK.

For more information about advanced connector options, see Salesforce Objects (docs.com).

Because Salesforce Reports has API limits retrieving only the first 2,000 rows for each report, consider using the Salesforce Objects connector to work around this limitation if needed.

  1. Select Data > Get Data > From Online Services > From Salesforce Reports. The Salesforce Reports dialog box appears.

  2. Select either Production or Custom. If you select Custom, enter the URL of a custom instance.

  3. Select or clear Include relationships column.

  4. Select OK.

For more information about advanced connector options, see Salesforce Reports (docs.com).

Make sure you have the latest version of the Adobe Analytics connector. For more information, see Connect to Adobe Analytics in Power BI Desktop (docs.com).

  1. Select Data > Get Data > From Online Services > From Adobe Analytics.

  2. Select Continue. The Adobe Account dialog box appears.

  3. Sign in with you Adobe Analytics Organizational account, and then select Connect.

For more information about advanced connector options, see Adobe Analytics.

For more information, see From Table/Range.

Important: 

  • When you try to import a data from the web, you may get the following message:  “This connector requires one or more additional components to be installed before it can be used.” The Web connector requires WebView 2 Framework to be installed on your computer. 

  • You can download it from here. 

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Procedure

  1. Select Data > New Query > From Other Sources > From Web.

  2. In the From Web dialog box, enter a web page URL, then click OK.

    Power Query > From Web > Input URL dialog

    In this case, we’re using: http://en.wikipedia.org/wiki/UEFA_European_Football_Championship.

    If the web page requires user credentials:

    • Select Advanced, and then In the Access Web dialog box, enter your credentials.

    • Select Save.

  3. Select OK.

  4. In the  Navigator pane, do the following:

    Select Table View, such as Results.

    Power Query > From Web > Navigator Table View

    Select Web View to see the table as a web page.

    Power Query > From Web > Navigator > Web View

  5. Select Load to load the data into a worksheet.

For more information about advanced connector options, see Web (docs.com).

  1. Select Data > Get Data > From Other Sources > From SharePoint List.

  2. In the Microsoft SharePoint Lists dialog box, enter the URL for a SharePoint site.

    Note: When connecting to a SharePoint list, enter the site URL instead of the list URL. In the Access SharePoint dialog box, select the most general URL to authenticate against the site correctly. By default, the most general URL is selected.

  3. Select OK.

  4. In the Access SharePoint dialog box, select a credentials option:

    • Select Anonymous if the SharePoint Server does not require any credentials.

      Excel Power Query connect to a Sharepoint List Connect dialog

    • Select Windows if the SharePoint Server requires your Windows credentials.

    • Select Organizational account if the SharePoint Server requires organizational account credentials.

  5. Select Connect.

For more information about advanced connector options, see SharePoint list (docs.com).

  1. Select Data > Get Data > From Other Sources > From OData Feed

  2. In the OData Feed dialog box, enter the URL for an OData feed.

  3. Select OK.

  4. If the OData feed requires user credentials, in the Access an OData feed dialog box:

    1. Select Windows if the OData feed requires Windows Authentication.

    2. Select Basic if the OData feed requires your username and password.

    3. Select Marketplace key if the OData feed requires a Marketplace account key. You can select the Get your Marketplace Account Key to subscribe to Microsoft Azure Marketplace OData feeds. You can also Sign up for Microsoft Azure Marketplace from the Access an OData Feed dialog box.

    4. Click Organizational account if the OData feed requires federated access credentials. For Windows Live ID, log into your account.

    5. Select Save.

Note: Importing to an OData feed supports the JSON light data service format.

For more information about advanced connector options, see OData feed (docs.com).

Hadoop Distributed File System (HDFS) is designed to store terabytes and even petabytes of data. HDFS connects computer nodes within clusters over which data files are distributed and you can access these data files as one seamless file stream.

  1. Select Data > Get Data > From Other Sources > From Hadoop File (HDFS).

  2. Enter the name of the server in the Server box, and then select OK.

  1. Select Data > Get Data > From Other Sources > From Active Directory.

  2. Enter your domain in the Active Directory dialog box.

  3. In the Active Directory Domain dialog box for your domain, select Use my current credentials, or select Use alternate credentials and then enter your Username and Password.

  4. Select Connect.

  5. After the connection succeeds, use the Navigator pane to browse all the domains available within your Active Directory, and then drill down into Active Directory information including Users, Accounts, and Computers.

  1. Select Data > Get Data > From Other Sources > From Microsoft Exchange

  2. In the Access an Exchange Server dialog box, enter your Email Address and Password.

  3. Select Save.

  4. In the Microsoft Exchange Autodiscover Service dialog box, select Allow to allow the Exchange Service to trust your credentials.

  1. Select Data > Get Data > From Other Sources > From ODBC

  2. In the From ODBC dialog box, if displayed, select your Data Source Name (DSN).

  3. Enter your connection string, and then select OK.

  4. In the next dialog box, select from Default or Custom, Windows, or Database connection options, enter your credentials, and then select Connect.

  5. In the Navigator pane, select the tables or queries that you want to connect to, then select Load or Edit.

For more information about advanced connector options, see ODBC data source (docs.com).

  1. Select Data > Get Data > From Other Sources > From OLEDB

  2. In the From OLE DB dialog box, enter your connection string, and then select OK.

  3. In the OLEDB Provider dialog, select from the Default or Custom, Windows, or Database connection options, enter the appropriate credentials, and then select Connect.

  4. In the Navigator dialog box, select the database, and tables or queries you want to connect to, and then select Load or Edit.

Important: 
Retirement of Facebook data connector notice     Import and refresh data from Facebook in Excel will stop working in April, 2020. You will still be able to use the Facebook Power Query (Get & Transform)  connector until then, but starting in April, 2020, you will be unable to connect to Facebook and will receive an error message. We recommend revising or removing any existing Power Query (Get & Transform) queries that use the Facebook connector as soon as possible to avoid unexpected results.

Note: If this is the first time you’ve connected to Facebook, you will be asked to provide credentials. Sign in using your Facebook account, and allow access to the Power Query application. You can turn off future prompts by clicking the Don’t warn me again for this connector option.

  1. On the Data tab, click Get Data > From Online Services > From Facebook. If you don’t see the Get Data button, click New Query > From Other Sources > From Facebook.

  2. In the Facebook dialog box, connect to Facebook using “Me”, your Username, or Object ID.

    Note: Your Facebook username is different from your login email.

  3. Select a category to connect to from the Connection drop-down list. For example, select Friends to give you access to all information available in your Facebook Friends category.

  4. Click OK.

  5. If necessary, click Sign in from the Access Facebook dialog, then enter your Facebook email or phone number, and password. You can check the option to remain logged in. Once signed in, click Connect.

  6. After the connection succeeds, you will be able to preview a table containing information about the selected category. For instance, if you select the Friends category, Power Query renders a table containing your Facebook friends by name.

  7. Click Load or Edit.

You can create a blank query. You might want to enter data to try out some commands, or you can select the source data from Power Query:

  • To change a setting such as credentials or privacy, select Home > Data Source Settings. For more information, see Manage data source settings and permissions.

  • To import an external data source, select Home > New Source. This command is similar to the Get Data command on the Data tab of the Excel ribbon.

  • To import a recent source, select Home > Recent Sources. This command is similar to the Recent Sources command on the Data tab of the Excel ribbon.

When you append two or more queries, the data is added to a query based on the names of the column headers in both tables. If the queries don’t have matching columns, null values are added to the unmatched column. The queries are appended in the order in which they’re selected.

For more information, see Append queries (Power Query) and Append queries (docs.com).

If you are a developer, there are several approaches within Excel that you can take to import data:

  • You can use Visual Basic for Applications to gain access to an external data source. Depending on the data source, you can use either ActiveX Data Objects or Data Access Objects to retrieve the data. You can also define a connection string in your code that specifies the connection information. Using a connection string is useful, for example, when you want to avoid requiring system administrators or users to first create a connection file, or to simplify the installation of your application.

  • If you import data from an SQL Server database, consider using SQL Native Client, which is a standalone data access Application Programming Interface (API) that is used for both OLE DB and ODBC. It combines the SQL OLE DB Provider and the SQL ODBC Driver into one native, dynamic link library (DLL), while also providing new functionality that is separate and distinct from the Microsoft Data Access Components (MDAC). You can use SQL Native Client to create new applications or enhance existing applications that can take advantage of newer SQL Server features, such as Multiple Active Result Sets (MARS), User-Defined Types (UDT), and XML data type support.

  • The RTD function retrieves real-time data from a program that supports COM automation. The RTD COM automation add-in must be created and registered on a local computer.

  • The SQL.REQUEST function connects with an external data source and runs a query from a worksheet. The SQL.REQUEST function then returns the result as an array without the need for macro programming. If this function is not available, you must install the Microsoft Excel ODBC add-in program (XLODBC.XLA). You can install the add-in from Office.com.

For more information about creating Visual Basic for Applications, see Visual Basic Help.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select Excel workbook.

  3. Select Browse to locate the file you want to connect as the data source.

  4. In the File picker dialog box, select the file, review the file details, and then select Get Data and Next.

  5. On the left, select the data you want to import, and then on the right, confirm the selection in data preview.

  6. At the bottom right, select Load.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select Text/CSV.

  3. Select Browse to locate the file you want to connect as the data source.

  4. In the File picker dialog box, select the file, review the file details, and then select Get Data and Next.

  5. Confirm the file origin and delimiter selection in data preview.

  6. At the bottom right, select Load.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select XML.

  3. Select Browse to locate the file you want to connect as the data source.

  4. In the File picker dialog box, select the file, review the file details, and then select Get Data and Next.

  5. On the left, select the data you want to import, and then on the right, confirm the selection in data preview.

  6. At the bottom right, select Load.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select JASON.

  3. Select Browse to locate the file you want to connect as the data source.

  4. In the File picker dialog box, select the file, review the file details, and then select Get Data and Next.

  5. At the bottom right, select Close & Load.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select SQL Server database.

  3. Under Connection settings, enter the name of the server.

  4. Under Connection credentials, enter the username and password, decide whether to use an encrypted connection, and then select Next.

  5. On the left, select the data you want to import, and then on the right, confirm the selection in data preview.

  6. At the bottom right, select Load.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select SharePoint Online list.

  3. In the Connect to data source dialog box, enter the root URL for the SharePoint site not including any reference to a library, and then sign in to your organizational account.

  4. Select the 2.0 SharePoint implementation, which enables Advanced options, so you can select a View mode:

    • All which retrieves all columns from a SharePoint List.

    • Default which retrieves the columns set in the Default View of a SharePoint List.

    Note    As an alternative to 2.0, you can select 1.0, which corresponds to the earlier version of SharePoint.

  5. Select Next.

  6. On the left, select the data you want to import, and then on the right, confirm the selection in data preview.

  7. At the bottom right, select Load.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select OData.

  3. In the OData Feed dialog box, enter the URL for the OData feed.

  4. If the OData feed requires user credentials, in the Connection credentials dialog box under Authentication kind:

    • Select Basic if the OData feed requires your username and password.

    • Select Organizational account if the OData feed requires federated access credentials, and select Sign in.

  5. Select Next.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select Blank table.

  3. Enter the desired data to the cells of the table. You can also rename the table under Name at the bottom.

  4. Select Next.

  5. After editing the query, on the top-right select Close & load.

  1. Select Data > Get Data (Power Query).

  2. In the Choose data source dialog box, select Blank query.

  3. Enter the desired source and commands and then select Next.

  4. After editing the query, on the top-right select Close & load.

You can use the Power Query add-in to connect to external data sources and perform advanced data analyses. The following sections provide steps for connecting to your data sources — web pages, text files, databases, online services, and Excel files, tables, and ranges.

Important: Before you can use Power Query in Excel 2013, you must activate it: click File > Options > Add-Ins. In the Manage section at the bottom, choose the COM Add-ins option from the drop-down list, then click Go. Click the Power Query check box, then OK. The Power Query ribbon should appear automatically, but if it doesn’t, close and restart Excel.

Using the Query Editor

Note: The Query Editor appears when you load, edit, or create a new query using Power Query. The following video shows the Query Editor window appearing after editing a query from an Excel workbook. To view the Query Editor without loading or editing an existing workbook query, from the Get External Data section in the Power Query ribbon tab, select From Other Sources > Blank Query. The following video shows one way to display the Query Editor.

How to see Query Editor in Excel

  1. In the Power Query ribbon tab, click From File > From CSV, or From Text.

  2. In the Comma-Separated Values Browse dialog box, browse for or type a path to the file that you want to query.

  3. Click Open.

Note: If you are importing data from a CSV file, Power Query will automatically detect column delimiters including column names and types. For example, if you imported the example CSV file below, Power Query automatically uses the first row as the column names and changes each column data type.

Example CSV file

Image of a CSV file

Power Query automatically changes each column data type:

  • Order ID changes to number

  • Order Date changes to date

  • Category remains text (the default column type)

  • Product Name remains text (the default column type)

  • Sales changes to number

In the Query Editor, Power Query automatically applies a FirstRowAsHeader step and ChangeType step. These automatic actions are equivalent to manually promoting a row and manually changing each column type.

After Power Query auto detects columns, you can also use the Query Editor to write formulas for Power Query. For example:

= Csv.Document(File.Contents("C:ExamplesProducts Categories and Orders.csv"),null,",",null,1252)

= Table.PromoteHeaders(Source)

= Table.TransformColumnTypes(FirstRowAsHeader,{{"OrderID", type number}, {"CustomerID", type text}, {"EmployeeID", type number}, {"OrderDate", type date}, {"RequiredDate", type date}, {"ShipName", type text}})

Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. The following video shows the Query Editor window in Excel 2013 appearing after editing a query from an Excel workbook. To view the Query Editor without loading or editing an existing workbook query, from the Get External Data section in the Power Query ribbon tab, select From Other Sources > Blank Query. The following video shows one way to display the Query Editor.

How to see Query Editor in Excel

  1. Select any cell within your data range.

  2. In the Power Query ribbon tab, click From Table.

    Connect to an Excel Data Table

  3. If prompted, in the From Table dialog box, you can click the Range Selection button to select a specific range to use as a data source.

    From Table dialog

  4. If the range of data has column headers, you can check My table has headers. The range header cells are used to set the column names for the query.

  5. In the Query Editor, click Close & Load.

Note: If your data range has been defined as a named range, or is in an Excel table, then Power Query will automatically sense the entire range and load it into the Query Editor for you. Plain data will automatically be converted to a table when it is loaded into the Query Editor.

You can use the Query Editor to write formulas for Power Query.

= Excel.CurrentWorkbook(){[Name="Table1"]}[Content]

Query Editor Formula Sample

Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. The following video shows the Query Editor window appearing after editing a query from an Excel workbook. To view the Query Editor without loading or editing an existing workbook query, from the Get External Data section in the Power Query ribbon tab, select From Other Sources > Blank Query. The following video shows one way to display the Query Editor.

How to see Query Editor in Excel

  1. In the Power Query ribbon tab, click From File > From Excel.

  2. In the Excel Browse dialog box, browse for or type a path to the file that you want to query.

  3. Click Open.

    If your source workbook has named ranges, the name of the range will be available as a data set.

You can also use the Query Editor to write formulas for Power Query. For example:

= Excel.Workbook
 (File.Contents("C:ExampleProducts and Orders.xlsx"))

Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. The following video shows the Query Editor window in Excel 2013 appearing after editing a query from an Excel workbook. To view the Query Editor without loading or editing an existing workbook query, from the Get External Data section in the Power Query ribbon tab, select From Other Sources > Blank Query. The following video shows one way to display the Query Editor.

How to see Query Editor in Excel

Note: While trying to import data from a legacy Excel file or an Access database in certain setups, you may encounter an error that the Microsoft Access Database Engine (Microsoft.ACE.OLEDB.12.0 provider) is not registered on the local machine. The error occurs on systems with only Office 2013 installed. To resolve this error, download the following resources to ensure that you can proceed with the data sources you are trying to access.

  • Microsoft Access Database Engine 2010 Redistributable

  • Access Database Engine 2010 Service Pack 1

  1. Click the Power Query ribbon, then From Web.

  2. In the From Web dialog box, enter a web page URL, then OK.

    Power Query > From Web > Input URL dialog

    In this case, we’re using: http://en.wikipedia.org/wiki/UEFA_European_Football_Championship.

    If the web page requires user credentials:

    • In the Access Web dialog box, click a credentials option, and provide authentication values.

    • Click Save.

  3. Click OK.

  4. Power Query will analyze the web page, and load the Navigator pane in Table View.

    If you know which table you want to connect to, then click it from the list. For this example, we chose the Results table.

    Power Query > From Web > Navigator Table View

    Otherwise, you can switch to the Web View and pick the appropriate table manually. In this case, we’ve selected the Results table.

    Power Query > From Web > Navigator > Web View

  5. Click Load, and Power Query will load the web data you selected into Excel.

  1. In the Power Query ribbon tab, click From Database > From SQL Server Database.

    Power Query From Database options

  2. In the Microsoft SQL Database dialog box, specify the SQL Server to connect to in the Server Name box. Optionally, you can specify a Database Name as well.

  3. If you want to import data using a native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

    Power Query SQL Server Database connection dialog

  4. Select OK.

  5. Select the authentication mode to connect to the SQL Server database.

    Power Query SQL Server connection login credentials

    1. Windows: This is the default selection. Select this if you want to connect using Windows authentication.

    2. Database: Select this if you want to connect using SQL Server authentication. After you select this, specify a user name and password to connect to your SQL Server instance.

  6. By default, the Encrypt connection check box is selected to signify that Power Query connects to your database using an encrypted connection. If you do not want to connect using an encrypted connection, clear this check box, and then click Connect.

    If a connection to your SQL Server is not established using an encrypted connection, Power Query prompts you to connect using an unencrypted connection. Click OK in the message to connect using an unencrypted connection.

Formula Example

You can also use the Query Editor to write formulas for Power Query.

= Sql.Databases(".")
= Sql.Database(".","Contoso")

  1. Click the Power Query tab on the Ribbon, then select Get External Data > From Other Sources > From ODBC.

  2. In the From ODBC dialog, if displayed, select your Data Source Name (DSN).

  3. Enter your connection string, then press OK.

  4. In the next dialog box, select from Default or Custom, Windows, or Database connection options, enter your credentials, then press Connect.

  5. In the Navigator pane, select the tables or queries that you want to connect to, then press Load or Edit.

  1. In the Power Query ribbon tab, select From Database > From Access Database.

    Get data From Database dialog

  2. In the Browse dialog box, browse for or type a file URL to import or link to a file.

  3. Follow the steps in the Navigator dialog to connect to the table or query of your choice.

  4. Click Load or Edit.

  1. In the Power Query ribbon tab, click From File > From XML.

    Power Query From File dialog

  2. In the From XML Browse dialog box, browse for or type a file URL to import or link to a file.

  3. Click Open.

    After the connection succeeds, you will be able to use the Navigator pane to browse and preview the collections of items in the XML file in a tabular form.

You can also use the Query Editor to write formulas for Power Query. For example:

= Xml.Tables(File.Contents("C:DownloadsXML Example.xml"))

Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. The following video shows the Query Editor window appearing after editing a query from an Excel workbook. To view the Query Editor without loading or editing an existing workbook query, from the Get External Data section in the Power Query ribbon tab, select From Other Sources > Blank Query. The following video shows one way to display the Query Editor.

  1. On the Data tab, in the Get External Data group, click From Other Sources, and then click From Analysis Services.

    Excel  Ribbon Image

    The Data Connection Wizard is displayed. This wizard has three panes.

    • Connect to Database Server

    • Select Database and Table

    • Save Data Connection File and Finish

  2. In the Connect to Database Server pane, in the Server name box, type the name of the OLAP database server.

    Tip: If you know the name of the offline cube file that you want to connect to, you can type the complete file path, file name, and extension.

  3. Under Log on credentials, do one of the following, then click Next:

    • To use your current Windows user name and password, click Use Windows Authentication.

    • To enter a database user name and password, click Use the following User Name and Password, and then type your user name and password in the corresponding User Name and Password boxes.

  4. In the Select the database that contains the data you want pane, select a database, then click Next.

    To connect to a specific cube in the database, make sure that Connect to a specific cube or table is selected, and then select a cube from the list.

  5. In the Save Data Connection File and Finish pane, in the File Name box, revise the default file name as needed (optional).

    Click Browse to change the default file location of My Data Sources, or check for existing file names.

  6. In the Description, Friendly Name, and Search Keywords boxes, type a description of the file, a friendly name, and common search words (all are optional).

  7. To ensure that the connection file is used when the PivotTable is refreshed, click Always attempt to use this file to refresh this data.

    Selecting this check box ensures that updates to the connection file will always be used by all workbooks that use that connection file.

  8. Click Finish to close the Data Connection Wizard.

  9. In the Import Data dialog box, under Select how you want to view this data in your workbook, do one of the following:

    • To create just a PivotTable report, click PivotTable Report.

    • To create a PivotTable report and a PivotChart report, click PivotChart and PivotTable Report.

    • To store the selected connection in the workbook for later use, click Only Create Connection. This check box ensures that the connection is used by formulas that contain Cube functions that you create and that you don’t want to create a PivotTable report.

  10. Under Where do you want to put the data, do one of the following:

    • To place the PivotTable report in an existing worksheet, select Existing worksheet, and then type the cell reference of the first cell in the range of cells where you want to locate the PivotTable report.

      You can also click Collapse Dialog Button image to temporarily hide the dialog box, select the beginning cell on the worksheet that you want to use, and then press Expand Dialog Button image.

  11. To place the PivotTable report in a new worksheet starting at cell A1, click New worksheet.

  12. To verify or change connection properties, click Properties, make the necessary changes in the Connection Properties dialog box, and then click OK.

  1. On the Power Query tab, click From Other Sources > Blank Query.

  2. In the Query Editor, click Advanced Editor.

  3. Input your query string as follows, replacing «C:UsersNameDesktopJSONTest.json» with the path to your JSON file.

    let
    
        Source = Json.Document(File.Contents("C:UsersNameDesktopJSONTest.json")),
        #"Converted to Table" = Record.ToTable(Source)
    
    in
    
        #"Converted to Table"
    

  1. In the Power Query ribbon tab, click From Database > From Oracle Database.

    Power Query From Database options

  2. In the Oracle Database dialog box, in Server Name specify the Oracle Server to connect to. If a SID is required, this can be specified in the form of “ServerName/SID”.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

  4. Click OK.

  5. If the Oracle server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Connect.

  1. In the Power Query ribbon tab, select From Other Sources > From SharePoint List.

    Power Query get data from Other Sources dialog

  2. In the Microsoft SharePoint Lists dialog box that appears, enter the URL for a SharePoint site.

    Note: When connecting to a SharePoint list, enter the site URL instead of the list URL. In the Access SharePoint dialog box, select the most general URL to authenticate against the site correctly. By default, the most general URL is selected.

  3. Select OK to continue.

  4. In the Access SharePoint dialog box that appears next, select a credentials option:

    1. Select Anonymous if the SharePoint Server does not require any credentials.

    2. Select Windows if the SharePoint Server requires your Windows credentials.

    3. Select Organizational account if the SharePoint Server requires organizational account credentials.

  5. Select Connect.

    Excel Power Query connect to a Sharepoint List Connect dialog

  1. In the Power Query ribbon tab, select From Other Source > From OData Feed.

    Power Query get data from Other Sources dialog

  2. In the OData Feed dialog box, enter the URL for an OData feed.

  3. Select OK.

  4. If the OData feed requires user credentials, in the Access an OData feed dialog box:

    1. Select Windows if the OData feed requires Windows Authentication.

    2. Select Basic if the OData feed requires your username and password.

    3. Select Marketplace key if the OData feed requires a Marketplace account key. You can select the Get your Marketplace Account Key to subscribe to Microsoft Azure marketplace OData feeds. You can also Sign up for Microsoft Azure Marketplace from the Access an OData Feed dialog box.

    4. Click Organizational account if the OData feed requires federated access credentials. For Windows Live ID, log into your account.

    5. Select Save.

Note: Connect to an OData feed supports the JSON light data service format.

  1. Click the Data tab, then Get Data > From Other Sources > From OLEDB. If you don’t see the Get Data button, follow the Data Connection Wizard instructions below.

  2. In the From OLE DB dialog, enter your connection string, then press OK.

  3. In the OLEDB Provider dialog, select from the Default or Custom, Windows, or Database connection options, enter the appropriate credentials, then click Connect.

  4. In the Navigator dialog, select the Database and tables or queries you want to connect to, then press Load or Edit.

  5. In the Power Query Editor, press Close & Load.

  1. In the Power Query ribbon tab, click From Database > From MySQL Database.

    Power Query From Database options

  2. In the MySQL Database dialog box, in Server Name specify the MySQL Database Server to connect to.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

  4. Click OK.

  5. If the MySQL server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Connect.

  1. In the Power Query ribbon tab, select From Other Sources > From Microsoft Exchange.

    Power Query Data Sources

  2. In the Access an Exchange Server dialog box, specify your Email Address and Password.

  3. Click Save.

  4. In the Microsoft Exchange Autodiscover Service dialog box, select Allow to allow the Exchange Service to trust your credentials.

Important: Make sure you have downloaded and installed the Power Query Add-In.

  1. In the Power Query ribbon tab, click From Other Sources > From Active Directory.

    Power Query get data from Other Sources dialog

  2. Enter your domain in the Active Directory dialog box.

  3. In the Active Directory Domain dialog box for your domain, click Use my current credentials, or Use alternate credentials. For Use alternate credentials authentication, enter your Username and Password.

  4. Click Connect.

  5. After the connection succeeds, you can use the Navigator pane to browse all the domains available within your Active Directory, and drill down into Active Directory information including Users, Accounts, and Computers.

Warning: 

  • Before you can connect to an IBM DB2 database, you need the IBM DB2 Data Server Driver installed on your computer (minimum requirement is the IBM Data Server Driver Package (DS Driver)). Select the driver that matches your Power Query installation (32-bit or 64-bit).

  • There are known issues reported by IBM installing the IBM DB2 Data Server Driver on Windows 8. If you are using Windows 8 and want to connect to IBM DB2 using Power Query, you need to follow additional installation steps. Find more information about the IBM DB2 Data Server Driver on Windows 8.

  1. In the Power Query ribbon tab, click From Database > From IBM DB2 Database.

    Power Query From Database options

  2. In the IBM DB2 Database dialog box, in Server Name specify the IBM DB2 Database Server to connect to.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

  4. Click OK.

  5. If the IBM DB2 server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Connect.

Note: Before you can connect to a PostgreSQL database in Power Query, you need the Ngpsql data provider for PostgreSQL installed on your computer. Select the driver that matches your Office version (32-bit or 64-bit). See: Which version of Office am I using? for more information. Also make sure you have the provider registered in the machine configuration that matches the most recent .NET version on your device.

  1. In the Power Query ribbon tab, select From Database > From PostgreSQL Database.

    Power Query From Database options

  2. In the PostgreSQL Database dialog box, specify the PostgreSQL Database Server you want to connect to in the Server Name section.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

  4. Select OK.

  5. If the PostgreSQL server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Select Connect.

  1. Navigate to https://web.powerapps.com/

  2. Select the Environment you want to connect to.

  3. In the menu, select the Settings icon > Advanced customizations > Developer resources.

  4. Copy the Instance Web API value. 

    Notes: 

    • The url format will be something like https://<tenant>.crm.dynamics.com/api/data/v9.0.

    • The exact format of the URL you will use to connect depends on your region and the version of CDS for Apps you’re using. For more information see: Web API URL and versions (docs.com).

  5. Select the Data tab, then Get Data > From Online Services > From Dynamics 365 (online).

    • If you don’t see the Get Data button, click New Query > From Other Sources > From Dynamics 365 (online).

  6. In the dialog box, with the Basic option selected, enter the Web API URL for your CDS for Apps connection, and click OK.

    • If you select the Advanced option, you can append certain additional parameters to the query to control what data is returned. For more information see: Query Data using the Web API.

  7. Select Organization account.

    • If you aren’t signed in using the Microsoft Work or School account you use to access CDS for Apps, click Sign in and enter the account username and password.

  8. Click Connect.

  9. Within the Navigator dialog, select the data you want to retrieve.

  10. If the data is good to be imported as is, then select the Load option, otherwise choose the Edit option to open the Power Query Editor.

    Note: The Power Query Editor gives you multiple options to modify the data returned. For instance, you might want to import fewer columns than your source data contains. In that case, go to the Home tab > Manage Columns > Choose Columns, select the columns you want to keep, then click OK. When you’re ready, click Close & Load to return the modified data to Excel.

  1. In the Power Query ribbon tab, select From Database > From Teradata Database.

    Power Query From Database options

  2. In the Teradata Database dialog box, in Server Name specify the Teradata Server to connect to.

  3. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

  4. Select OK.

  5. If the Teradata server requires database user credentials:

    1. In the Access a Database dialog box, enter your username and password.

    2. Click Save.

Important: 
Retirement of Facebook data connector notice     Import and refresh data from Facebook in Excel will stop working in April, 2020. You will still be able to use the Facebook Get & Transform (Power Query) connector until then, but starting in April, 2020, you will be unable to connect to Facebook and will receive an error message. We recommend revising or removing any existing Get & Transform (Power Query) queries that use the Facebook connector as soon as possible to avoid unexpected results.

Note: If this is the first time you’ve connected to Facebook, you will be asked to provide credentials. Sign in using your Facebook account, and allow access to the Power Query application. You can turn off future prompts by clicking the Don’t warn me again for this connector option.

  1. In the Power Query ribbon tab, click From Other Sources > From Facebook.

  2. In the Facebook dialog box, connect to Facebook using “Me”, your Username, or Object ID.

    Note: Your Facebook username is different from your login email.

  3. Select a category to connect to from the Connection drop-down list. For example, select Friends to give you access to all information available in your Facebook Friends category.

  4. Click OK.

  5. If necessary, click Sign in from the Access Facebook dialog, then enter your Facebook email or phone number, and password. You can check the option to remain logged in. Once signed in, click Connect.

  6. After the connection succeeds, you will be able to preview a table containing information about the selected category. For instance, if you select the Friends category, Power Query renders a table containing your Facebook friends by name.

  7. Click Load or Edit.

You can use the Query Editor to write formulas for Power Query.

= Facebook.Graph("https://graph.facebook.com/v2.8/me/friends")

Power Query Editor with Facebook formula

Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. The following video shows the Query Editor window appearing after editing a query from an Excel workbook. To view the Query Editor without loading or editing an existing workbook query, from the Get External Data section in the Power Query ribbon tab, select From Other Sources > Blank Query. The following video shows one way to display the Query Editor.

How to see Query Editor in Excel

Notes: 

  • Before you can connect to an SAP SQL Anywhere database, you need the SAP SQL Anywhere driver installed on your computer. Select the driver that matches your Power Query installation (32-bit or 64-bit).

  1. In the POWER QUERY ribbon tab, select From Database > From SAP Sybase SQL Anywhere.

    Get External Data from a Database

  2. In the Sybase Database dialog box, specify the Sybase Server to connect to in the Server Name box. Optionally, you can specify a Database Name as well.

  3. If you want to import data using a native database query, specify your query in the SQL Statement box. For more information, see Import Data from Database using Native Database Query.

  4. Click OK.

  5. By default, the Encrypt connection check box is selected so that Power Query connects to your database using a simple encrypted connection.

  6. Click Connect.

Microsoft Azure Blob Storage is a service for storing large amounts of unstructured data, like images, videos, audio, and documents, which can be accessed from anywhere in the world via HTTP or HTTPS. For more information about Azure Blob Storage service, see How to Use Blob Storage.

  1. In the Power Query ribbon tab, select From Azure > From Microsoft Azure Blob Storage.

    Power Query Import from Azure dialog

  2. In the Microsoft Azure Blob Storage dialog box, enter your Microsoft Azure storage account name or URL, and then click OK.

  3. If you are connecting to the Blob storage service for the first time, you will be prompted to enter and save the storage access key. In the Access Microsoft Azure Blob Storage dialog box, enter your storage access key in the Account Key box, and click Save.

    Note: If you need to retrieve your storage access key, browse to the Microsoft Azure Portal, select your storage account, and then click on the Manage Access Key icon on the bottom of the page. Click on the copy icon to the right of the primary key, and then paste the value in the Account Key box.

  4. The Query Editor lists all the available containers in your Microsoft Azure Blob Storage. In the Navigator, select a container from where you want to import data, and then click Apply & Close.

  1. In the POWER QUERY ribbon tab, select From Azure > From Microsoft Azure HDInsight.

    Get external data from Azure

  2. In the Microsoft Azure HDInsight dialog box, enter an Account Name and click OK.

  3. Next, enter your Account Key, and click Connect.

    Note: If you need to retrieve your key, return to the Microsoft Azure Portal, select your storage account, and click on the Manage Access Key icon on the bottom of the page. Click on the copy icon to the right of the primary key and paste the value into the wizard.

  4. Select your cluster in the Navigator dialog, and then find and select a content file.

  5. Click Load to load the selected table, or click Edit to perform additional data filters and transformations before loading it.

If you are a developer, there are several approaches within Excel that you can take to import data:

  • You can use Visual Basic for Applications to gain access to an external data source. Depending on the data source, you can use either ActiveX Data Objects or Data Access Objects to retrieve the data. You can also define a connection string in your code that specifies the connection information. Using a connection string is useful, for example, when you want to avoid requiring system administrators or users to first create a connection file, or to simplify the installation of your application.

  • If you import data from an SQL Server database, consider using SQL Native Client, which is a standalone data access Application Programming Interface (API) that is used for both OLE DB and ODBC. It combines the SQL OLE DB Provider and the SQL ODBC Driver into one native, dynamic link library (DLL), while also providing new functionality that is separate and distinct from the Microsoft Data Access Components (MDAC). You can use SQL Native Client to create new applications or enhance existing applications that can take advantage of newer SQL Server features, such as Multiple Active Result Sets (MARS), User-Defined Types (UDT), and XML data type support.

  • The RTD function retrieves real-time data from a program that supports COM automation. The RTD COM automation add-in must be created and registered on a local computer.

  • The SQL.REQUEST function connects with an external data source and runs a query from a worksheet. The SQL.REQUEST function then returns the result as an array without the need for macro programming. If this function is not available, you must install the Microsoft Excel ODBC add-in program (XLODBC.XLA). You can install the add-in from Office.com.

For more information about creating Visual Basic for Applications, see Visual Basic Help.

See Also

Power Query for Excel Help

Import data from database using native database query

Use multiple tables to create a PivotTable

Import data from a database in Excel for Mac

Getting data (docs.com)

There is an ADO.NET provider for Excel.
This means, if you have a dataset, you can employ two DataAdapters to move data from one place to another: from Oracle to Excel, from SQL to Excel, from Excel to Oracle, etc.

Fill a DataSet from the source with the first DA, then Update the destination with the second DA. The DataAdapters do not need to be the same type — you can use any of OleDbDataAdapter, SqlDataAdapter, OracleDataAdapter, etc for the read as well as for the update.

No need to fiddle with CSV or XML formatting. No need to use Office Automation, so no PIAs and it works on Servers. It’s just ADO.NET.

To connect to Excel, use the Microsoft.Jet.OLEDB oledb provider.

Full Example source.

Excerpt:

System.Data.DataSet ds1;

const string ConnStringSql= "Provider=sqloledb;Data Source=dinoch-8;Initial Catalog=Northwind;Integrated Security=SSPI;" ;
const string OutputFilename= "ExtractToExcel.xls";

const string ConnStringExcel= 
"Provider=Microsoft.Jet.OLEDB.4.0;" + 
"Data Source=" + OutputFilename + ";" + 
"Extended Properties="Excel 8.0;HDR=yes;"";  // FIRSTROWHASNAMES=1;READONLY=false"

const string sqlSelect="SELECT top 10 ProductId, ProductName, QuantityPerUnit, UnitPrice, UnitsInStock, GETDATE() as Extracted  from Products order by UnitPrice";
const string sqlInsert="INSERT INTO Extracto (ProductId, ProductName, QuantityPerUnit, UnitPrice, UnitsInStock, Extracted) VALUES (@ProductId, @ProductName, @QuantityPerUnit, @UnitPrice, @UnitsInStock, @Extracted)"; 

private void ReadFromSql()
{
    var ConnSql= new System.Data.OleDb.OleDbConnection(ConnStringSql);

    var da1 = new System.Data.OleDb.OleDbDataAdapter();
    da1.SelectCommand=  new System.Data.OleDb.OleDbCommand(sqlSelect);
    da1.SelectCommand.Connection= ConnSql;

    ds1= new System.Data.DataSet();
    da1.Fill(ds1, "Extracto");
}



private void InsertIntoExcel()
{
    // need to update the row so the DA does the insert...
    foreach (System.Data.DataRow r in ds1.Tables[0].Rows)
    { 
      r.SetModified(); // mark the row as updated to force an insert
    }

    var da2 = new System.Data.OleDb.OleDbDataAdapter();

    da2.UpdateCommand= new System.Data.OleDb.OleDbCommand(sqlInsert);
    da2.UpdateCommand.Connection= ConnExcel;

    da2.UpdateCommand.Parameters.Add("@ProductId", System.Data.OleDb.OleDbType.Integer, 4, "ProductId");
    da2.UpdateCommand.Parameters.Add("@ProductName", System.Data.OleDb.OleDbType.VarWChar, 40, "ProductName");
    da2.UpdateCommand.Parameters.Add("@QuantityPerUnit", System.Data.OleDb.OleDbType.VarWChar, 20, "QuantityPerUnit");
    da2.UpdateCommand.Parameters.Add("@UnitPrice", System.Data.OleDb.OleDbType.Currency, 8, "UnitPrice");
    da2.UpdateCommand.Parameters.Add("@UnitsInStock", System.Data.OleDb.OleDbType.SmallInt, 2, "UnitsInStock");
    da2.UpdateCommand.Parameters.Add("@Extracted", System.Data.OleDb.OleDbType.Date, 8, "Extracted");

    da2.Update(ds1, "Extracto");
}

This is not Excel automation, so the caveats that apply to using Excel Automation on the server do not apply.

You can start with a existing XLS file (or XLSX), and just fill in a named range. This gives you the opportunity to apply formatting and so on, prior to inserting the ilve data. In essence the existing XLS file is a template.
Or, you can start from nothing and create the XLS file, and the table/range within the XLS file, completely dynamically, at runtime. In this case the XLS file will be pretty vanilla / plain. No formatting, colors, formulas, and so on.

Содержание

  1. Dieg’s world
  2. Tuesday, September 14, 2010
  3. Import/Export DataSet to Excel file with ADO.NET
  4. 7 comments:
  5. Tutorial: Import Data into Excel, and Create a Data Model
  6. The sections in this tutorial are the following:
  7. Import data from a database
  8. Import data from a spreadsheet
  9. Import data using copy and paste
  10. What’s the simplest way to import a System.Data.DataSet into Excel?
  11. 4 Answers 4

Dieg’s world

.net framework, SQL & other technical stuff blog

Tuesday, September 14, 2010

Import/Export DataSet to Excel file with ADO.NET

Provider=Microsoft.Jet.OLEDB.4.0;Data Source=C:MyExcel.xls;Extended Properties=»Excel 8.0;HDR=YES»;

Provider=Microsoft.ACE.OLEDB.12.0;Data Source=c:MyExcel.xlsx;Extended Properties=»Excel 12.0;HDR=YES»;

DataSet ds = ImportFromExcel(connectionString, fileName);

ExportToExcel(ds, connectionString, fileName);

Thanks for this!

One error though in opening xlsx-file produced here.

«Excel cannot open the file ‘xxx.xlsx’ because the file format or file extension is not valid. Verify that the file has not been corrupted and that the file extension matches the format of the file»

To solve this, use:
Provider=Microsoft.ACE.OLEDB.12.0;Data Source=c:pathxxx.xlsx;Extended Properties=»Excel 12.0 XML;HDR=YES»

That actually is not an error, only a newer provider that supports the new xlsx extension.

Thank you for your contribution.

Nice code !
However, all numbers are written to Excel as string and not as number, is there a way to change this behavious to respect number format ?

In fact, double type in not defined in the ClassDataTypes, I have added it and convert to number excel type, but no success so far

Any news on the number conversion?

How we do this in a ntier application

Hard to answer without knowing your requirements and topology.
In general you could import the file from a network file storage where the application server and users can access or copy/transfer/upload it to such place before importing it. Another option could be to import it to a dataset in the clientside and send it as a dataset to the server.

Источник

Tutorial: Import Data into Excel, and Create a Data Model

Abstract: This is the first tutorial in a series designed to get you acquainted and comfortable using Excel and its built-in data mash-up and analysis features. These tutorials build and refine an Excel workbook from scratch, build a data model, then create amazing interactive reports using Power View. The tutorials are designed to demonstrate Microsoft Business Intelligence features and capabilities in Excel, PivotTables, Power Pivot, and Power View.

Note: This article describes data models in Excel 2013. However, the same data modeling and Power Pivot features introduced in Excel 2013 also apply to Excel 2016.

In these tutorials you learn how to import and explore data in Excel, build and refine a data model using Power Pivot, and create interactive reports with Power View that you can publish, protect, and share.

The tutorials in this series are the following:

Import Data into Excel 2013, and Create a Data Model

In this tutorial, you start with a blank Excel workbook.

The sections in this tutorial are the following:

At the end of this tutorial is a quiz you can take to test your learning.

This tutorial series uses data describing Olympic Medals, hosting countries, and various Olympic sporting events. We suggest you go through each tutorial in order. Also, tutorials use Excel 2013 with Power Pivot enabled. For more information on Excel 2013, click here. For guidance on enabling Power Pivot, click here.

Import data from a database

We start this tutorial with a blank workbook. The goal in this section is to connect to an external data source, and import that data into Excel for further analysis.

Let’s start by downloading some data from the Internet. The data describes Olympic Medals, and is a Microsoft Access database.

Click the following links to download files we use during this tutorial series. Download each of the four files to a location that’s easily accessible, such as Downloads or My Documents, or to a new folder you create:
> OlympicMedals.accdb Access database
> OlympicSports.xlsx Excel workbook
> Population.xlsx Excel workbook
> DiscImage_table.xlsx Excel workbook

In Excel 2013, open a blank workbook.

Click DATA > Get External Data > From Access. The ribbon adjusts dynamically based on the width of your workbook, so the commands on your ribbon may look slightly different from the following screens. The first screen shows the ribbon when a workbook is wide, the second image shows a workbook that has been resized to take up only a portion of the screen.

Select the OlympicMedals.accdb file you downloaded and click Open. The following Select Table window appears, displaying the tables found in the database. Tables in a database are similar to worksheets or tables in Excel. Check the Enable selection of multiple tables box, and select all the tables. Then click OK.

The Import Data window appears.

Note: Notice the checkbox at the bottom of the window that allows you to Add this data to the Data Model, shown in the following screen. A Data Model is created automatically when you import or work with two or more tables simultaneously. A Data Model integrates the tables, enabling extensive analysis using PivotTables, Power Pivot, and Power View. When you import tables from a database, the existing database relationships between those tables is used to create the Data Model in Excel. The Data Model is transparent in Excel, but you can view and modify it directly using the Power Pivot add-in. The Data Model is discussed in more detail later in this tutorial.

Select the PivotTable Report option, which imports the tables into Excel and prepares a PivotTable for analyzing the imported tables, and click OK.

Once the data is imported, a PivotTable is created using the imported tables.

With the data imported into Excel, and the Data Model automatically created, you’re ready to explore the data.

Explore data using a PivotTable

Exploring imported data is easy using a PivotTable. In a PivotTable, you drag fields (similar to columns in Excel) from tables (like the tables you just imported from the Access database) into different areas of the PivotTable to adjust how it presents your data. A PivotTable has four areas: FILTERS, COLUMNS, ROWS, and VALUES.

It might take some experimenting to determine which area a field should be dragged to. You can drag as many or few fields from your tables as you like, until the PivotTable presents your data how you want to see it. Feel free to explore by dragging fields into different areas of the PivotTable; the underlying data is not affected when you arrange fields in a PivotTable.

Let’s explore the Olympic Medals data in the PivotTable, starting with Olympic medalists organized by discipline, medal type, and the athlete’s country or region.

In PivotTable Fields, expand the Medals table by clicking the arrow beside it. Find the NOC_CountryRegion field in the expanded Medals table, and drag it to the COLUMNS area. NOC stands for National Olympic Committees, which is the organizational unit for a country or region.

Next, from the Disciplines table, drag Discipline to the ROWS area.

Let’s filter Disciplines to display only five sports: Archery, Diving, Fencing, Figure Skating, and Speed Skating. You can do this from within the PivotTable Fields area, or from the Row Labels filter in the PivotTable itself.

Click anywhere in the PivotTable to ensure the Excel PivotTable is selected. In the PivotTable Fields list, where the Disciplines table is expanded, hover over its Discipline field and a dropdown arrow appears to the right of the field. Click the dropdown, click (Select All)to remove all selections, then scroll down and select Archery, Diving, Fencing, Figure Skating, and Speed Skating. Click OK.

Or, in the Row Labels section of the PivotTable, click the dropdown next to Row Labels in the PivotTable, click (Select All) to remove all selections, then scroll down and select Archery, Diving, Fencing, Figure Skating, and Speed Skating. Click OK.

In PivotTable Fields, from the Medals table, drag Medal to the VALUES area. Since Values must be numeric, Excel automatically changes Medal to Count of Medal.

From the Medals table, select Medal again and drag it into the FILTERS area.

Let’s filter the PivotTable to display only those countries or regions with more than 90 total medals. Here’s how.

In the PivotTable, click the dropdown to the right of Column Labels.

Select Value Filters and select Greater Than….

Type 90 in the last field (on the right). Click OK.

Your PivotTable looks like the following screen.

With little effort, you now have a basic PivotTable that includes fields from three different tables. What made this task so simple were the pre-existing relationships among the tables. Because table relationships existed in the source database, and because you imported all the tables in a single operation, Excel could recreate those table relationships in its Data Model.

But what if your data originates from different sources, or is imported at a later time? Typically, you can create relationships with new data based on matching columns. In the next step, you import additional tables, and learn how to create new relationships.

Import data from a spreadsheet

Now let’s import data from another source, this time from an existing workbook, then specify the relationships between our existing data and the new data. Relationships let you analyze collections of data in Excel, and create interesting and immersive visualizations from the data you import.

Let’s start by creating a blank worksheet, then import data from an Excel workbook.

Insert a new Excel worksheet, and name it Sports.

Browse to the folder that contains the downloaded sample data files, and open OlympicSports.xlsx.

Select and copy the data in Sheet1. If you select a cell with data, such as cell A1, you can press Ctrl + A to select all adjacent data. Close the OlympicSports.xlsx workbook.

On the Sports worksheet, place your cursor in cell A1 and paste the data.

With the data still highlighted, press Ctrl + T to format the data as a table. You can also format the data as a table from the ribbon by selecting HOME > Format as Table. Since the data has headers, select My table has headers in the Create Table window that appears, as shown here.

Formatting the data as a table has many advantages. You can assign a name to a table, which makes it easy to identify. You can also establish relationships between tables, enabling exploration and analysis in PivotTables, Power Pivot, and Power View.

Name the table. In TABLE TOOLS > DESIGN > Properties, locate the Table Name field and type Sports. The workbook looks like the following screen.

Save the workbook.

Import data using copy and paste

Now that we’ve imported data from an Excel workbook, let’s import data from a table we find on a web page, or any other source from which we can copy and paste into Excel. In the following steps, you add the Olympic host cities from a table.

Insert a new Excel worksheet, and name it Hosts.

Select and copy the following table, including the table headers.

Источник

What’s the simplest way to import a System.Data.DataSet into Excel?

In .NET 2.0 (in this case VB), is there a standard API that’ll serialize a DataSet object into a stream that can be saved as a tab-delimited file and opened directly in Excel? Or does one have to create the delimited file manually by iterating through the members of the table collection?

In this case, the DataSet’s small, consisting of about 10 DataTables, each with between one and a few dozen rows. I’m just wondering whether there’s a built-in mechanism for handling this scenario, since I imagine it’s a relatively common one.

Ideally, I’d like to be able to return it all in a single click as well — e.g., the client clicks a Generate Report button, I assemble the report, and return a Response object containing the formatted data, prompting to save or open, etc. (I’d rather not have them download a file and then import it, as that seems a unnecessarily cumbersome usability-wise.)

4 Answers 4

There is an ADO.NET provider for Excel. This means, if you have a dataset, you can employ two DataAdapters to move data from one place to another: from Oracle to Excel, from SQL to Excel, from Excel to Oracle, etc.

Fill a DataSet from the source with the first DA, then Update the destination with the second DA. The DataAdapters do not need to be the same type — you can use any of OleDbDataAdapter, SqlDataAdapter, OracleDataAdapter, etc for the read as well as for the update.

No need to fiddle with CSV or XML formatting. No need to use Office Automation, so no PIAs and it works on Servers. It’s just ADO.NET.

To connect to Excel, use the Microsoft.Jet.OLEDB oledb provider.

This is not Excel automation, so the caveats that apply to using Excel Automation on the server do not apply.

You can start with a existing XLS file (or XLSX), and just fill in a named range. This gives you the opportunity to apply formatting and so on, prior to inserting the ilve data. In essence the existing XLS file is a template.
Or, you can start from nothing and create the XLS file, and the table/range within the XLS file, completely dynamically, at runtime. In this case the XLS file will be pretty vanilla / plain. No formatting, colors, formulas, and so on.

Источник

The following examples shows how you can export a DataTable object to an Excel sheet or a DataSet object to an Excel file in C# and VB.NET.

GemBox.Spreadsheet uses the same API for all spreadsheet file formats (XLS, XLSX, ODS, CSV), so you can use the same code for filling customer files or your templates of various file formats with different data sources, such as DataTable or DataSet.

Export DataTable to Excel sheet

To insert a DataTable in an Excel sheet simply call the InsertDataTable method. You can use the InsertDataTableOptions to set various options for exporting data from DataTable to ExcelWorksheet such as:

  • ColumnHeaders — Defines whether to insert column headers.
  • StartRow and StartColumn — Define the position where to insert DataTable.
  • DataTableCellToExcelCellConverting — An event that fires when converting a DataTable cell value to an ExcelCell value which you can use to apply settings such as cell style.

Try exporting a DataTable online

You can test inserting a DataTable to an empty file with the interactive example below. Just choose an output file format, click Run Example, and download the generated file.

The example creates a DataTable, fills it with data, inserts it into an Excel file and saves The Excel file to a file format of your choice. After clicking on Run example, the C#/VB.NET code will be compiled and executed with only .NET framework and the GemBox.Spreadsheet component.

DataTable data to Excel sheet with GemBox.Spreadsheet

Screenshot of DataTable exported to Excel sheet with GemBox.Spreadsheet
using System.Data;
using GemBox.Spreadsheet;

class Program
{
    static void Main()
    {
        // If you are using the Professional version, enter your serial key below.
        SpreadsheetInfo.SetLicense("FREE-LIMITED-KEY");

        var workbook = new ExcelFile();
        var worksheet = workbook.Worksheets.Add("DataTable to Sheet");

        var dataTable = new DataTable();

        dataTable.Columns.Add("ID", typeof(int));
        dataTable.Columns.Add("FirstName", typeof(string));
        dataTable.Columns.Add("LastName", typeof(string));

        dataTable.Rows.Add(new object[] { 100, "John", "Doe" });
        dataTable.Rows.Add(new object[] { 101, "Fred", "Nurk" });
        dataTable.Rows.Add(new object[] { 103, "Hans", "Meier" });
        dataTable.Rows.Add(new object[] { 104, "Ivan", "Horvat" });
        dataTable.Rows.Add(new object[] { 105, "Jean", "Dupont" });
        dataTable.Rows.Add(new object[] { 106, "Mario", "Rossi" });

        worksheet.Cells[0, 0].Value = "DataTable insert example:";

        // Insert DataTable to an Excel worksheet.
        worksheet.InsertDataTable(dataTable,
            new InsertDataTableOptions()
            {
                ColumnHeaders = true,
                StartRow = 2
            });

        workbook.Save("DataTable to Sheet.%OutputFileType%");
    }
}
Imports System.Data
Imports GemBox.Spreadsheet

Module Program

    Sub Main()

        ' If you are using the Professional version, enter your serial key below.
        SpreadsheetInfo.SetLicense("FREE-LIMITED-KEY")

        Dim workbook = New ExcelFile
        Dim worksheet = workbook.Worksheets.Add("DataTable to Sheet")

        Dim dataTable = New DataTable

        dataTable.Columns.Add("ID", Type.GetType("System.Int32"))
        dataTable.Columns.Add("FirstName", Type.GetType("System.String"))
        dataTable.Columns.Add("LastName", Type.GetType("System.String"))

        dataTable.Rows.Add(New Object() {100, "John", "Doe"})
        dataTable.Rows.Add(New Object() {101, "Fred", "Nurk"})
        dataTable.Rows.Add(New Object() {103, "Hans", "Meier"})
        dataTable.Rows.Add(New Object() {104, "Ivan", "Horvat"})
        dataTable.Rows.Add(New Object() {105, "Jean", "Dupont"})
        dataTable.Rows.Add(New Object() {106, "Mario", "Rossi"})

        worksheet.Cells(0, 0).Value = "DataTable insert example:"

        ' Insert DataTable to an Excel worksheet.
        worksheet.InsertDataTable(dataTable,
            New InsertDataTableOptions() With
            {
                .ColumnHeaders = True,
                .StartRow = 2
            })

        workbook.Save("DataTable to Sheet.%OutputFileType%")
    End Sub
End Module

Export DataTable performance

Since GemBox.Spreadsheet is completely written in C# and uses caching techniques, it offers both speed and memory optimizations. Your users will not need to wait for their reports to be generated any more. With GemBox.Spreadsheet you can read and write 1,000,000 rows with less than 256MB RAM and less than 4 seconds. You can try the performance yourself with the Performance example.

Export DataSet to Excel file

The following example shows how you can export a DataSet object to an Excel file in C# or VB.NET.

The process is similar to exporting a DataTable to a sheet. The only difference is that you need to iterate through every DataTable in a DataSet and for each DataTable you should first create an empty sheet, and after that you should insert the DataTable into the sheet.

Try exporting DataSet online

You can test inserting a DataSet to an empty file with the interactive example below. Just choose an output file format, click Run Example, and download the generated file.

The example creates a DataSet, fills it with data, inserts it into an Excel file and saves The Excel file to a file format of your choice. After clicking on Run example, the C#/VB.NET code will be compiled and executed with only .NET framework and the GemBox.Spreadsheet component.

DataSet to Excel file with GemBox.Spreadsheet

Screenshot of DataSet exported to Excel file with GemBox.Spreadsheet
using System.Data;
using GemBox.Spreadsheet;

class Program
{
    static void Main()
    {
        // If you are using the Professional version, enter your serial key below.
        SpreadsheetInfo.SetLicense("FREE-LIMITED-KEY");

        // Create test DataSet with five DataTables
        DataSet dataSet = new DataSet();
        for (int i = 0; i < 5; i++)
        {
            DataTable dataTable = new DataTable("Table " + (i + 1));
            dataTable.Columns.Add("ID", typeof(int));
            dataTable.Columns.Add("FirstName", typeof(string));
            dataTable.Columns.Add("LastName", typeof(string));

            dataTable.Rows.Add(new object[] { 100, "John", "Doe" });
            dataTable.Rows.Add(new object[] { 101, "Fred", "Nurk" });
            dataTable.Rows.Add(new object[] { 103, "Hans", "Meier" });
            dataTable.Rows.Add(new object[] { 104, "Ivan", "Horvat" });
            dataTable.Rows.Add(new object[] { 105, "Jean", "Dupont" });
            dataTable.Rows.Add(new object[] { 106, "Mario", "Rossi" });

            dataSet.Tables.Add(dataTable);
        }

        // Create and fill a sheet for every DataTable in a DataSet
        var workbook = new ExcelFile();
        foreach (DataTable dataTable in dataSet.Tables)
        {
            ExcelWorksheet worksheet = workbook.Worksheets.Add(dataTable.TableName);

            // Insert DataTable to an Excel worksheet.
            worksheet.InsertDataTable(dataTable,
                new InsertDataTableOptions()
                {
                    ColumnHeaders = true
                });
        }

        workbook.Save("DataSet to Excel file.%OutputFileType%");
    }
}
Imports System.Data
Imports GemBox.Spreadsheet

Module Program

    Sub Main()

        ' If you are using the Professional version, enter your serial key below.
        SpreadsheetInfo.SetLicense("FREE-LIMITED-KEY")

        ' Create test DataSet with five DataTables
        Dim dataSet = New DataSet
        For value As Integer = 0 To 4
            Dim dataTable = New DataTable

            dataTable.Columns.Add("ID", Type.GetType("System.Int32"))
            dataTable.Columns.Add("FirstName", Type.GetType("System.String"))
            dataTable.Columns.Add("LastName", Type.GetType("System.String"))

            dataTable.Rows.Add(New Object() {100, "John", "Doe"})
            dataTable.Rows.Add(New Object() {101, "Fred", "Nurk"})
            dataTable.Rows.Add(New Object() {103, "Hans", "Meier"})
            dataTable.Rows.Add(New Object() {104, "Ivan", "Horvat"})
            dataTable.Rows.Add(New Object() {105, "Jean", "Dupont"})
            dataTable.Rows.Add(New Object() {106, "Mario", "Rossi"})

            dataSet.Tables.Add(dataTable)
        Next

        ' Create and fill a sheet for every DataTable in a DataSet
        Dim workbook = New ExcelFile
        For Each dataTable As DataTable In dataSet.Tables
            Dim worksheet = workbook.Worksheets.Add(dataTable.TableName)

            ' Insert DataTable to an Excel worksheet.
            worksheet.InsertDataTable(dataTable,
                New InsertDataTableOptions() With
                {
                    .ColumnHeaders = True
                })
        Next

        workbook.Save("DataSet to Excel file.%OutputFileType%")
    End Sub
End Module

Supported Excel file formats

With GemBox.Spreadsheet you can also write the following file formats using the same API: XLSX, XLS, PDF, HTML, MHTML, ODS, CSV, TXT, XLSM, XLTX, XLTM, XPS, PNG, JPEG, GIF, BMP, TIFF, WMP.

User156682895 posted

I got data retrieved from Sql DB in a 3 different dataset. I need to get all data from 

these 3 dataset into a single excel file whenever user click a PrintExcel Button. This 

is CRM project, its already done. I am doing some change request from client side.

Dataset 1

———

adSub = New SqlClient.SqlDataAdapter(strSubPACKSQL, gConnection)

            dsSub = New DataSet

            adSub.Fill(dsSub)

Dataset 2

———

adSubService = New SqlClient.SqlDataAdapter(strSubSERSQL, gConnection)

            dsSubService = New DataSet

            adSubService.Fill(dsSubService)

Dataset 3

———

adSubHardware = New SqlClient.SqlDataAdapter(strSubHWSQL, gConnection)

            dsSubHardware = New DataSet

            adSubHardware.Fill(dsSubHardware)

Anyone can help me please

I got data retrieved from Sql DB in a 3 different dataset. I need to get all data from 

these 3 dataset into a single excel file whenever user click a PrintExcel Button. This 

is CRM project, its already done. I am doing some change request from client side.

Dataset 1

———

adSub = New SqlClient.SqlDataAdapter(strSubPACKSQL, gConnection)

            dsSub = New DataSet

            adSub.Fill(dsSub)

Dataset 2

———

adSubService = New SqlClient.SqlDataAdapter(strSubSERSQL, gConnection)

            dsSubService = New DataSet

            adSubService.Fill(dsSubService)

Dataset 3

———

adSubHardware = New SqlClient.SqlDataAdapter(strSubHWSQL, gConnection)

            dsSubHardware = New DataSet

            adSubHardware.Fill(dsSubHardware)

Anyone can help me please

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