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Excel for the web

Excel for the web

Setup Guide

Follow these steps to connect Excel for the web to your CData Connect account:

  1. Open the Connections page of the CData Connect dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Excel for the web into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

AzureAD

  1. (Optional) Set your Sharepoint URL to connect to Excel files on a sharepoint site. If this is left blank, the connector connects to Excel files on your One Drive instead.

  2. Click Sign in to connect securely through OAuth. This action opens the Excel for the web sign-in page in a new tab.

  3. Log into your Excel for the web account and provide the requested permissions (if applicable).

  4. At the top of the CData Connect Add Excel for the web Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

AzureServiceprincipal

  1. Enter the Azure Tenant Id to connect to.

  2. Enter OAuth Client Id in your application settings.

  3. Enter your OAuth Client Secret or your OAuth JWT Cert.

  4. At the top of the CData Connect Add Excel for the web Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

Issuing Queries

In some configurations of Excel for the web, tables are accessible under the schema name OneDrive instead of ExcelOnline. For example, when querying a Excel for the web table, the fully-qualified table name might be [ExcelOnline1].[OneDrive].[TableName]. You can use Data Explorer to view your schemas to see if this applies to your configuration.

More Information

For more information about interactions between CData Connect and Excel for the web, see this information page.