Description of Issue:
I would like to use Excel to create a report using the data in my Sedona Office database.
How can I access data from Sedona Office using Microsoft Excel?
Resolution:
You can use the tools in Excel to access data from a SQL Server database.
Before you can access the database in SQL, you will need to have a security login to use to access the database.
You will need to have a login with at least the DataReader role.
If you need instructions on creating a login, see the information in the link below.
Creating a User Data Source.
On the Machine that you will use for your reports, go to Windows Control Panel.
Select Administrative Tools.
Select ODBC Data Sources.
When it opens select Add under User DSN.
Select SQL Server from the list and click finish.
Enter the name, description, and server for the connection.
Click Next.
Enter the user information to connect to the SQL server.
If you have access with your Windows account, you can use it.
We are using the SQL login ID created.
Click Next.
Select the Sedona Office database as the default database.
Click Next.
On the next screen, you shouldn’t need to change anything.
Click Finish.
On the summary screen click Test Data Source.
If the information is correct the test should succeed.
Click OK.
Using the Data Source in Excel.
Open Excel.
Open a new Sheet.
On the top menu select Data.
Depending on the version of Excel the screens may be slightly different.
Select the Get Data menu.
Select From other sources then select From ODBC.
Select the name of the ODBC Data Source needed.
Click OK.
Select the Windows option on the left and select Use my current credentials.
Click Connect.
You should then see the Navigator screen to access the database and the table within it.
For more information on using functionality within the Excel application, see Microsoft Excel Help.
