Connecting Excel to SQL Server

Devart Excel Add-in for SQL Server allows you to connect Excel to SQL Server databases, retrieve and load live SQL Server data to Excel, and then modify these data and save changes back to SQL Server. Here is how you can connect Excel to SQL server and load SQL Server data to Excel in few simple steps.

 

 

To start linking Excel to SQL Server, on the ribbon, click the DEVART tab and then click the Get Data button. This will display the Import Data wizard, where you need to create Excel SQL Server connection and configure query for getting data from SQL Server to Excel:

Devart ribbon tab

 

1. Specify Connection Parameters

In the Connection Editor dialog box, you need to enter the necessary connection parameters:

  • Login details - select whether to use Windows authentication or SQL Server authentication. In the latter case you need to enter your SQL Server user name and password.
  • User name - your SQL Server user name. Required only for SQL Server authentication.
  • Password - your SQL Server password. Required only for SQL Server authentication.
  • Database - the name of SQL database to connect to Excel.

If you need to configure your Excel SQL Server connection in more details, you can optionally click the Advanced button and configure advanced connection parameters. There you can configure connection encryption, resiliency parameters, etc.

To check whether you have connected Excel to SQL Server your connection correctly, click the Test Connection button.

 

Excel SQL connection settings

2. Select whether to Store Connection in Excel Workbook

You may optionally change settings how the connection and query data are stored in the Excel workbook and in Excel settings:

 

3. Configure Query to Get Data

You may either use Visual Query Builder to configure it visually, or switch to the SQL Query tab and type the SQL Query. To configure query visually, do the following:

  1. In the Object list select the SQL Server table to load its data to Excel.

  2. In the tree below clear check boxes for the columns you don't want to import data from.

  3. Optionally expand the relation node and select check boxes for the columns from the tables referenced by the current table's foreign keys to add them to the query.

  4. In the box on the right you may optionally configure the filter conditions and ordering of the imported data and specify the max number of rows to load from SQL Server to Excel. For more information on configuring the query you may refer to our documentation, installed with the Excel Add-ins.

After specifying the query, you may optionally click Next and preview some of the first returned rows. Or click Finish and start data loading.

Query for retrieving SQL Server data to Excel

 

Editing Live SQL Server Data

After the data is loaded from SQL Server to Excel, you can work with these data like with usual Excel worksheet. You can instantly refresh data from SQL Server by clicking Refresh on the Devart tab of the ribbon, and thus, always have fresh live data from SQL Server in your workbook.

If you want to edit SQL Server data in Excel and save them back to SQL Server, you need to click Edit Mode on the Devart tab of the ribbon first. Otherwise, the changes you make cannot be saved to SQL Server.

After you start the Edit mode, you can edit the data as you usually do it in excel - delete rows, modify their cell values. Columns that cannot be edited in SQL Server, will have Italic font, and you cannot edit values in these columns. To add a new row, enter the required values to the last row of the table that is highlighted with green.

Editing SQL Server data in Excel

 

To apply the changes to actual data in the database, click the Commit button. Or click Rollback to rollback all the changes. Please note that the changes are not saved to the database till you click Commit, even if you save the workbook.