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URL: https://www.cdata.com/kb/tech/mongodb-cloud-excel-365.rst

⇱ Access Live MongoDB Data in Excel 365 Online (Excel for the web)

Access Live MongoDB Data in Excel 365 Online (Excel for the web)

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to MongoDB data from Excel 365 Online (Excel for the web) with CData Connect AI.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to MongoDB data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to MongoDB within your Connect AI instance and accessing live MongoDB data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for MongoDB, allowing you to easily access live MongoDB 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 MongoDB, leveraging server-side processing to quickly return MongoDB data.

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure MongoDB Connectivity for Excel

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "MongoDB" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to MongoDB.

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add MongoDB Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to MongoDB data from Excel for the web.

Access Live MongoDB Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live MongoDB data.

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Spreadsheets Add-In and install the Add-in. 👁 Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
  6. In the CData Connect Spreadsheets panel in Excel, click Import 👁 CData Connect AI panel in Excel
  7. Choose a Connection (e.g. MongoDB1), Table (e.g. restaurants), 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

Update MongoDB Data from Excel

In addition to viewing MongoDB data in Excel, CData Connect AI also lets you update and delete MongoDB data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to MongoDB (your changes will be in red)
  2. In the CData Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
  4. Click Execute to push the updates to MongoDB 👁 Updating data (Salesforce is shown).

A notification will appear when the update is complete

Live Access to MongoDB Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live MongoDB data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

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