I have installed Powerpivot for Excel 2010. I don't have Access 2010 so I thought could I arrange the data in the similar manner as I would for a database.
I'm wanting to query an excel file that has rows of self-generated data into Powerpivot in order to perform simple pivot table. In a sense attempt to get an overview of information about a data set.
At the moment, I'm unable to get set up correctly the ODBC I'm hoping I need to accept an Excel file and to get PowerPivot to accept a database from an Excel file.
Edit: I come to understand that I need to set up a table correctly in Excel so that the ODBC works correctly. Does the picture I provided be right manner to set up a table or any other manner?
Has anyone attempted to do this and if so what would the steps be?
Thanks,
Peter.
Peter, I am working on the basis that your data is in a recognizable table on a worksheet (and that you are not interested in using the standard Excel import method through 'From Other Sources')
If you create the connection to the Excel file in a very particular way it is possible to then query it as if it were a database.
Create a Connection to the spreadsheet in question in Excel through Data>Connections>Add.
In the PowerPivot window on the Design tab click on existing connections and find the connection you just created. Select the connection and Open.
You need to name the connection and then you will be offered the normal import options. Select the sheet you want to get the table from (its actually not important which one you choose at this point).
Once the table has been imported you can re-enter the setup through the 'table properties' on the design tab and you will now be able to 'Switch to' the query editor at which point you can not only write SQL to query your DB but reference any other .xlsx you like.
Jacob
the easiest way is to use a linked table from the excel sheet which has the data - is there any reason why you have not considered this as an option?
Related
I have an excel sheet with a single workbook with data in it. The data is around 1000 rows and 50 columns. I need to import these data to an Oracle DB every week. Here comes the problem, the columns in the sheet belongs to different tables with some columns go in multiple tables. I use SQL Developer V.18.1.0.095. Thanks in advance for the help.
Note: I created a temp table and copied all data to it, then wrote the query to push each column to its respective tables. But, I feel its complex and think it won't work. Is there any better way.
PL/SQL Developer has special tool for tasks like this, calls ODBC Importer (Menu 'Tools'-> ODBC Importer).
For use it you have to set Excel File in USER / System DSN field and your domain user and password, and push Connect after.
After connection developer will ask you path of excel file, and after you can create table in heiborhood tab for your dataset.
Or, you can use sql loader. Ask google how to. It's easy.
I'm on Excel 2013
Is it possible to EXPORT a powerpivot table and have FULL pivot table drop down functionality without the connected data?
1) I'm using slicers as filters and want to export specific files based on the Filtered Names
2) Would non Power Pivot / Power Query users be able to view my workbook? (I'm thinking probably not)
I've scoured forums and stackoverflow and was unable to find a clear answer.
I've tested it myself and disabled connection and it looks like the LAST format the PowerPivot table was showing would be the view/data that the user sees.
I agree with your test results. Anyone on Excel 2016 / Office 365 should get full functionality.
You might want to try the free Power BI service, where you can upload your Power Pivot model to the cloud and then connect to it using the Power BI Publisher Add-In.
https://powerbi.microsoft.com/en-us/documentation/powerbi-publisher-for-excel/#connect-to-data-in-power-bi
You can set a CSV file with your data as your data source in powerpivot and just point your data model at the CSV. I do this to slim down big models. The data lives in the powerpivot cache level but is not a literal tab in your workbook also much smaller footprint. Works like a tiny database connection. Go to the powerpivot screen choose "From other sources" on the home ribbon, and scroll to the bottom for a text file or CSV. Easiest way to make a pseudo-data mart.
I guess I am not sure what you mean by export the table, The pivot would show without the data connection, but without the full model behind it in the data layer changing anything would just lock it up.
If you make a data connection to another Excel file or an Access table it will import that data into excel as a Table. This is great! But when I do the same with "From Text" and choose a CSV, it loads no problem, but it loads as a RANGE not a TABLE. This is highly frustrating as I NEED it to be in the table format so that I can take advantage of the dynamic column names.
Am I missing a tickbox somewhere? I'm not opposed to using VBA but it really seems odd that Excel can't do CSV to Table so I'm hoping for a native solution.
I should mention that if it's a VBA solution, it CANT break the workbook. So if I'm doing something like:
=SUMIFS(CSVDATA[SalesDollars], CSVDATA[RepName], "BOB")
It will still work after refreshing.
So you can get around the 'data connection' not creating a table by downloading the MS Excel 2010 plugin (from Microsoft) called Power Query. It's free and is a default feature in MS Excel 2013.
It will allow you to choose to create a Power Query Table from External Data >> From File >> From CSV
Upon doing this, it will create a named table for you and a Power Query object attached to the table. You can use the table itself the same way you normally would - with the Columns as references for formulas.
For instance, the default table that I just created using the steps above was auto-named: Table_ExternalData_1
I can then select it using the normal method in formulas:
=Table_ExternalData_1[Column2]
etc...
Hope that helps.
Banging my head against the wall on this one and every option I try has a problem with what i am trying to achieve.
So I have a pivot table in excel that is connected to a database. What I want to be able to do is have a link in another excel sheet to that pivot table, so that it picks up any changes to it in terms of data. The reason I am doing this is because I am putting the excel file up on sharepoint, but if a user downloads it, it retains the connection to the SQL Database, and because they are not authenticated, it doesn't refresh. I need them to be able to do this because it will allow them to customise their pivot table as needed, and it will retain that when they next open it. But the original pivot table, connected to the datasource, won't be affected.
I have tried:
Copying Pivot Table: I have copied the pivot table and pasted it in a new excel file, and this retains the connection to the SQL Database so doesn't work.
Moving Worksheet: I have tried moving the whole worksheet to a new excel file and this does again retains the link to the SQL Database.
Creating connection to excel file: This connected to the excel file, but the pivot table is lost and it simply shows the data in standard excel format.
Slicers: I have looked at slicers but this won't work either, because it means if he makes a change it is reflected in the original pivot table.
Sharepoint: I have looked at excel services on sharepoint. Although I can get him to view the data on the online excel, again, if he downloads it it loses the connection.
I guess I could change the authentication settings on SQLServer so that rather than using windows authentication I create a password and then that password is retained as I copy the file. Because this would only allow access to the view in the SQL Database this would prevent any detrimental activity. However, what I would really like to do is just give a copy of the excel file that connects to the original pivot table (so that when this updates this data is reflected in the copy on refresh), but any changes in the copy (i.e. formatting etc) only affect the copy.
If anyone knows how to do this I would be most appreciative of your help.
I may said something incorrect here, so pardon my lack of knowledge, but with the option:
Creating connection to excel file: This connected to the excel file, but the pivot table is lost and it simply shows the data in
standard excel format.
If I understand correctly, Creating connection to excel file provides a copy of the database in an excel file with all the source data from the original pivottable, and if by "connected to the excel file" you mean that any changes to the original pivottable is updated in this connected file in the copy of the database.
Then adding a replica of the pivottable in this connected excel file pointing to the copy of the data would not solve the problem?
Am I missing something?
Excel has a Get External Data ribbon bar in the Data tab where we can choose to import tables from SQL databases. This process worked out nicely for me. But my question is, is there any way to save this data back into SQL? Does Excel provide some API that facilitates the coding of such a function without parsing everything and doing it from scratch?
Thanks
It may not be the solution you are looking for, but I posted some VBA code a long while back that will take a range in Excel and convert it to XML and builds the SQL to put that data into a temp table in SQL Server. Here's a link if you are interested.
The easiest way to do this is to use the import function within SSMS. You can select which sheets to use, customise column mappings and so on. If creates an SSIS that you can then manipulate further if required. However that approach is a pull from Sql, not a push from Excel, if you want to do that you'd have to code some VBA to do it for you.
Non-programmatically:
http://office.microsoft.com/en-us/excel-help/connect-to-import-sql-server-data-HA010217956.aspx
Programmatically - I can only think of the OpenRowSet function in MSSQL:
http://www.mssqltips.com/tip.asp?tip=1540
http://www.sql-server-helper.com/tips/read-import-excel-file-p01.aspx
Using openrowset to read an Excel file into a temp table; how do I reference that table?