Data Platform (Bring Your Own BI/Data Share) - Connecting Microsoft Excel to Snowflake Using ODBC
This document outlines the necessary steps to connect Microsoft Excel to Snowflake using a defined ODBC (Open Database Connectivity) connection to load data you have access to into Microsoft Excel.
This document is generic for all Data Platform (Bring Your Own BI/Data Share) data access requirements. Refer to product specific help documents for details of the published datasets you require.
Prerequisites
Snowflake ODBC Connector
Before connecting to Excel, you must ensure an ODBC Data Source Name (DSN) has been created on your computer that points to Snowflake.
A guide describing the steps required to install and configure the Snowflake ODBC connector can be found here https://myworkplace.helpdocs.io/article/i2gbdhq4y5-data-platform-bring-your-own-bi-data-share-snowflake-odbc-connector-configuration-guide
Ensure the ODBC connector has been configured to use SAML.
Connecting Excel to the ODBC Data Source
Navigate to the Data Tab
Open your Excel workbook and click on the Data tab in the main ribbon. This is where all external data import functions are located.
Access the Get Data Menu
In the Get & Transform Data section of the ribbon, click the Get Data button.
Select the ODBC Source
Hover over the following options in the dropdown menu:
- From Other Sources
- Select From ODBC
Select Your Data Source Name (DSN)
The From ODBC dialog box will appear.
From the dropdown list, find and select the Data Source Name (DSN) you created as part of the pre-requisites.
Click OK.
Select Authentication Method
Select Default or Custom
Click Connect
Enter OneAdvanced Identity Credentials
A new browser window will be opened requesting your OneAdvanced Identity user credentials. Follow the on-screen prompts based on how you are required to log in. The process is complete and successful when you receive the message as shown below.
Step 6: Use the Navigator to Select Tables
The Navigator window will open, displaying the folders as shown below. Expanding the ONEADVANCED folder will present the tables you have been given access to. Refer to product specific help documents for details of the published datasets you require.
Transform Data
For large data volumes, it is recommended you pre-filter the data using the Transform Data function before loading to limit the number of rows.
