Connect to Excel

Below are the high-level instructions for connecting One Model to Excel. For specific details on your Redshift cluster, please work with a member of the One Model Support Team.

To connect Excel to OneModel, first you will need to setup the ODBC driver on your machine. For more information on setting up ODBC drivers, please see the One Model article on connecting to an ODBC driver.  

Note that most Microsoft Office installs are 32-bit by default and it is likely you will need the 32-bit ODBC driver.

Step 1

Once the ODBC driver is installed and configured, open excel and navigate to the From Other Sources menu located in the Data ribbon item. Select the From Data Connection Wizard as shown below.

Step 2

In the wizard dialog box which appears select the ODBC DNS option and click next.

Step 3

Select the 32-bit ODBC connection to Redshift that you have configured earlier.

Step 4

Next the connection wizard will ask you which tables from which database you would like to use. Your user will only be connected to one database and this should already be selected for you. If you would like to define a specific table to connect to, you can do it here. Otherwise you can untick the Connect to a specific table option and then you will be able to select the specific table you want later.

Step 5

If you didn't select your table in the previous step, you can do that here. You can also select multiple tables to use in your queries. In the example we are selecting from the Employee Event table which will show things like hires and terminations.

Step 6

Next you will need to tell Excel how you would like to view the data you are connecting to. In this example we are using a Pivot Chart to visualize the data.

Step 7

And here is the final result. You can add and remove fields in the right navigation panel as well as filtering the data.

Note: you should always be careful to select the SSL option or specify the SSL mode as required wherever it is available. SSL is used to encrypt all of the communication between your client machine and the OneModel database that you are using. If you don't select this option the transmission of data and queries may not be encrypted. The screenshots will have the SSL options setup as you would want them as a minimum. If you are unsure how to set them up, use these as a guide.