How to connect to Excel Data in DBVisualizer

The CData JDBC Driver for Microsoft Excel implements JDBC standards to provide connectivity to Excel data in applications ranging from business intelligence tools to IDEs. This article shows how to establish a connection to Excel data in DBVisualizer and use the table editor to edit and save Excel data.

Create a New Driver Definition for Excel Data

Follow the steps below to use the Driver Manager to provide connectivity to Excel data from DBVisualizer tools.

1. In DBVisualizer, click Tools -> Driver Manager.
2. Click the plus sign "" to create a new driver.
3. Select "Custom" as the template.
4. On the Driver Settings tab:
   • Set Name to a user-friendly name (e.g. "CData Excel Driver")
   • Set URL Format to jdbc:excel: 👁 Setting the Driver Settings (Salesforce is shown).
     
   • In Driver artifacts and jar files (jars are loaded in order from top):
     1. Click the plus sign "" -> "Add Files"
     2. Navigate to the "lib" folder in the installation directory (C:\Program Files\CData JDBC Driver for Microsoft Excel XXXX\)
     3. Select the JAR file (cdata.jdbc.Excel.jar) and click "Open"
     👁 Loading the driver JAR file.
     
5. The Driver Class should populate automatically. If not, select class (cdata.jdbc.excel.ExcelDriver).

👁 The configured JDBC driver. (Salesforce is shown.)

Define the Connection to the JDBC Data Source

Close the "Driver Manager" and follow the steps below to save connection properties in the JDBC URL.

1. In the "Databases" tab, click the plus sign "" and select the driver you just created.

2. In the "Connection" section, set the following options:

   • Database Type: If you selected the wizard option, the database type is automatically detected. If you selected the "No Wizard" option, select the Generic or Auto Detect option in the Database Type menu.
   • Driver Type: Select the driver you just created.

   • Database URL: Enter the full JDBC URL. The syntax of the JDBC URL is jdbc:excel: followed by the connection properties in a semicolon-separated list of name-value pairs.

     Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) Excel Files

     CData Drivers let you work with Excel files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

     Setting connection properties for local files

     Set the URI property to local folder path.

     Setting connection properties for files stored in Amazon S3

     To connect to Excel file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended Excel files exist. In addition, at least set these properties:

     • AWSAccessKey: AWS Access Key (username)
     • AWSSecretKey: AWS Secret Key

     Setting connection properties for files stored in Box

     To connect to Excel file(s) within Box, set the URI property to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect to Box.

     Dropbox

     To connect to Excel file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

     SharePoint Online (SOAP)

     To connect to Excel file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended Excel file. Set User, Password, and StorageBaseURL.

     SharePoint Online REST

     To connect to Excel file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended Excel file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

     Google Drive

     To connect to Excel file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Excel JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.excel.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     A typical connection string is below:

     jdbc:excel:URI='C:/MyExcelWorkbooks/SampleWorkbook.xlsx';
     

   • NOTE: Since Excel does not require a User or Password to authenticate, you may use whatever values you wish for Database Userid and Database Password.
3. On the Connection tab, click Connect. 👁 A newly configured Database Connection. (Salesforce is shown.)
   

To browse through tables exposed by the Excel JDBC Driver, right-click a table and click "Open in New Tab."

To execute SQL queries, use the SQL Commander tool: Click SQL Commander -> New SQL Commander. Select the Database Connection, Database, and Schema from the available menus.

See the "Supported SQL" chapter in the help documentation for more information on the supported SQL. See the "Data Model" chapter for table-specific information.

👁 The results of a query in DBVisualizer. (Salesforce is shown.)

More Information & Free Trial

Download a free, 30-day trial of the CData JDBC Driver for Microsoft Excel and start working with your live Excel data in DbVisualizer. Join the CData Community or reach out to our Support Team if you have any questions.