Connect to Excel Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Microsoft Excel, HULFT Integrate can work with live Excel data. This article explains how to connect to Excel and move the data into a CSV file.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Excel data. When you issue complex SQL queries to Excel, the driver pushes supported SQL operations, like filters and aggregations, directly to Excel and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Excel data using native data types.

Enable Access to Excel

To enable access to Excel data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.excel.jar (and cdata.jdbc.excel.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Excel Data

Once you copy the JAR files, you can create a project with access to Excel data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next 👁 Creating a new project.
   
4. Name the script (e.g.: ExceltoCSV)

Once you create the project, add components to the script to copy Excel data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Excel. Set the following properties:
   • Name: Excel Connection Settings
   • Driver class name: cdata.jdbc.excel.ExcelDriver
   • URL: jdbc:excel:URI='C:/MyExcelWorkbooks/SampleWorkbook.xlsx';
     
     👁 JDBC connection settings (Salesforce is shown).
     

     Built-in Connection String Designer

     For assistance 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.

     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.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
2. Write your SQL statement. For example:

   SELECT Name, Revenue FROM Sheet

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish" 👁 Configuring the Execute Select SQL operation
   

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Sheet.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map Excel Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Excel data into a CSV file.

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