Build Data Flows from SQL Server to Excel Online through SSIS

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Excel Online allows you to easily transfer Excel Online data. In this article you will export data from SQL Server to Excel Online.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Excel Online Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
2. In the Data access mode menu, select "Table or view" and select the table or view to export into Excel Online.
3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Excel Online

Follow the steps below to set required connection properties in the Connection Manager.

1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. Select CData ExcelOnline Connection Manager in the menu.
3. Configure the connection properties.

   You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

   • : Set this to the name or Id of the workbook.

     If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

   • : Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

   You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

Configure the Excel Online Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Excel Online destination table and the action you want to perform on the Excel Online data. In this article, you will insert Test_xlsx_Sheet1 entities to Excel Online.

1. Double-click the Excel Online destination to open the destination component editor.
2. In the Connection Managers tab, select the connection manager previously created.
3. In the Use a Table, menu, select Test_xlsx_Sheet1. In the Action menu, select Insert. 👁 The destination table and action to be performed.
   
4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 The mappings from the SQL Server source to the SSIS destination component.
   

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.