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Integrating Immuta with Microsoft Excel 2013/2016 on Windows 7/10

Audience: Data Owners and Users

Content Summary: On Windows 7 and Windows 10, you can use Microsoft Excel to access data from the Immuta platform in a few simple steps. By leveraging the Microsoft Query support in Excel 2013 and 2016, you can use your Immuta SQL connection credentials to view and analyze data just like any Excel workbook. This page outlines how to connect Excel to Immuta.

Prerequisites:

Important Note for Windows 10 Users: If you receive a "Microsoft Query is not available" error when attempting to use Microsoft Query in Excel 2013 or 2016 on Windows 10, verify that your operating system is up-to-date.

  1. From the Start menu, select the settings icon.
  2. Navigate to Update & Security.
  3. Follow prompts under Update status to install available updates.

Step 1: Verify Your Excel Installation Version

In order to proceed, you will need to find out if your Excel installation is 32-bit or 64-bit:

  1. Open a blank workbook in Excel.
  2. From the spreadsheet view, click the File tab in the top left corner.
  3. In the left-side menu, click Account.
  4. Click About Excel. About Excel
  5. In the resulting pop-up window, the installation version appears at the end of the top line. About Excel - Installation Version

Step 2: Register Immuta as an ODBC Data Source

You will need to open ODBC data source Administrator to accomplish this step.

  1. Navigate to the Start menu search feature.
  2. Search for odbcad and open ODBC Data Source Administrator.

    • If your Excel and psqlODBC installations are 32-bit, search odbcad32 and press enter.
    • If your Excel and psqlODBC installations are 64-bit, search odbcad64 and press enter.

      ODBC Data Sources selection

  3. Under the User DSN tab, click the Add button. ODBC Data Sources Add User DSN

  4. Scroll down to the Postgresql drivers and double-click on Postgresql Unicode. ODBC Data Sources Postgresql Unicode
  5. Configure your setup window with the user name and server shown in the SQL Credentials page in the Immuta console. ODBC Data Sources SQL Credentials
  6. Click the Test button to confirm that your connection works. ODBC Data Sources Test Connection
  7. Once you verify the connection, click the Save button and exit ODBC Data Source Administrator.

Step 3: Import Data via Microsoft Query in Excel

  1. Open a blank workbook in Excel.
  2. Navigate to the Data tab.
  3. Click on From Other Sources.
  4. In the resulting drop-down menu, click on From Microsoft Query. Data From Microsoft Query
  5. Select Immuta (the data source that was set up in the previous step) and click OK. Choose Data Source Immuta
  6. Import your data.
    • Find the table name for your desired Immuta data source in the Available tables and columns window.
    • Select your desired columns and add them to the query with the > button. Choose Columns
    • Click Next > to view some advanced query options. At the final window, select Return Data to Microsoft Excel and click Finish. Filter Data Sort Order Finish
    • Import the data into your existing worksheet. Depending on the amount of data being returned from Immuta, this may take a moment to load. Import Data
    • Verify that your data has loaded into the worksheet. Verify Data in Worksheet
  7. Once the data is loaded, you can save it as a .xlsx file and interact with it like a read-only workbook.
    • To receive fresh data from Immuta, navigate to the Data tab and click on Refresh All.
    • If you close the workbook and re-open it, you may receive a warning that disables external data connections. Click Enable Content on this warning to allow refreshing of data. Enable Content