Access Live Azure Data Lake Storage Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Azure Data Lake Storage data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Azure Data Lake Storage in your Connect AI instance and access live Azure Data Lake Storage data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Azure Data Lake Storage, allowing you to easily access live Azure Data Lake Storage data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Azure Data Lake Storage, leveraging server-side processing to quickly return Azure Data Lake Storage data.

Configure Azure Data Lake Storage Connectivity for Excel

Connectivity to Azure Data Lake Storage from Excel is made possible through CData Connect AI. To work with Azure Data Lake Storage data from Excel, we start by creating and configuring a Azure Data Lake Storage connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Azure Data Lake Storage" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Azure Data Lake Storage.

   Authenticating to a Gen 1 DataLakeStore Account

   Gen 1 uses OAuth 2.0 in Entra ID (formerly Azure AD) for authentication.

   For this, an Active Directory web application is required. You can create one as follows:

   1. Sign in to your Azure Account through the
   2. Select "Entra ID" (formerly Azure AD).
   3. Select "App registrations".
   4. Select "New application registration".
   5. Provide a name and URL for the application. Select Web app for the type of application you want to create.
   6. Select "Required permissions" and change the required permissions for this app. At a minimum, "Azure Data Lake" and "Windows Azure Service Management API" are required.
   7. Select "Key" and generate a new key. Add a description, a duration, and take note of the generated key. You won't be able to see it again.

   To authenticate against a Gen 1 DataLakeStore account, the following properties are required:

   • Schema: Set this to ADLSGen1.
   • Account: Set this to the name of the account.
   • OAuthClientId: Set this to the application Id of the app you created.
   • OAuthClientSecret: Set this to the key generated for the app you created.
   • TenantId: Set this to the tenant Id. See the property for more information on how to acquire this.
   • Directory: Set this to the path which will be used to store the replicated file. If not specified, the root directory will be used.

   Authenticating to a Gen 2 DataLakeStore Account

   To authenticate against a Gen 2 DataLakeStore account, the following properties are required:

   • Schema: Set this to ADLSGen2.
   • Account: Set this to the name of the account.
   • FileSystem: Set this to the file system which will be used for this account.
   • AccessKey: Set this to the access key which will be used to authenticate the calls to the API. See the property for more information on how to acquire this.
   • Directory: Set this to the path which will be used to store the replicated file. If not specified, the root directory will be used.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Azure Data Lake Storage Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Azure Data Lake Storage data from Excel.

Access Live Azure Data Lake Storage Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Azure Data Lake Storage data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
   
6. In the CData Connect AI panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. ADLS1), Table (e.g. Resources), and Columns to import 👁 CData Connect AI panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Live Access to Azure Data Lake Storage Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Azure Data Lake Storage data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.