• Install the Add-In
  • From the CData Connect Cloud Dashboard
  • From Microsoft Excel for the web
• Connect to CData Connect Cloud
• Import Data

This page outlines the steps to connect Microsoft Excel for the web to CData Connect Cloud.

Note: Before you can configure and use Excel for the web with CData Connect Cloud, you must first connect a data source to your CData Connect Cloud account. See Connections for more information.

Install the Add-In

You can install the Excel for the web add-in from the CData Connect Cloud dashboard or from Excel for the web.

From the CData Connect Cloud Dashboard

1. Open the Client Tools page of the CData Connect Cloud dashboard.

2. In the BI and Reporting Tools section, locate the Excel for the web tile and click Get Started. The Excel for the web add-in page opens.

3. Click Get it now. If you are prompted, sign into your Microsoft account.

4. On the Launch page, click try using Office Online.

   

   The Excel for the web page opens.

5. Click Open in Excel Online.

   

6. Authorize the add-in if you are prompted to do so.

7. Continue to the steps in Connect to CData Connect Cloud.

From Microsoft Excel for the web

1. Open Microsoft Excel for the web to a new or existing workbook.

2. Click the Insert tab on the navigation ribbon.

3. Click Office Add-ins. In the Office Add-ins window that opens, click Store.

4. Search for CData in the window. In the search results, click Add next to CData Connect Cloud.

   

   An authorization modal opens.

5. Click Continue in the modal.

6. Continue to the steps in Connect to CData Connect Cloud.

Connect to CData Connect Cloud

After you install the Excel for the web add-in, follow these steps to connect to your CData Connect Cloud account:

1. Open the Data tab on the Excel for the web navigation ribbon and click CData Connect Cloud.

   

   The CData Connect Cloud add-in pane opens.

2. Click Authorize. A CData Connect Cloud login window opens.

3. Enter your account information and click Continue.

4. Click Accept if you are prompted to provide permissions.

You can now import your data by using this connection.

Import Data

To import data from CData Connect Cloud to Excel for the web, follow these steps:

1. Open the Data tab on the Excel for the web navigation ribbon and click CData Connect Cloud.

   The CData Connect Cloud add-in pane opens.

2. Click Import.

   

3. Choose a connection from the drop-down menu.

4. Select Query Builder to build the query in steps or select Custom SQL to enter a query manually.

5. Click Execute to run your query. Excel imports the data that matches your query into the current sheet.