Access Live Oracle SCM 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 Oracle SCM data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Oracle SCM in your Connect AI instance and access live Oracle SCM data in Excel spreadsheets.

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

Configure Oracle SCM Connectivity for Excel

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

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

2. Select "Oracle SCM" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Oracle SCM.

   The following connection properties are required to connect to Oracle SCM data.

   • Url: The URL of the account that you want to connect to. Typically, this will be the URL of your Oracle Cloud service. For example, https://servername.fa.us2.oraclecloud.com.
   • User: The username of your Oracle Cloud service account.
   • Password: The password of your Oracle Cloud service account.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Oracle SCM Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Oracle SCM data from Excel.

Access Live Oracle SCM Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Oracle SCM 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. OracleSCM1), Table (e.g. Carriers), 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 Oracle SCM Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Oracle SCM 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.