How to update Presto from Excel

The CData Excel Add-In for Presto enables you to edit and save Presto data directly from Excel. This article explains how to transfer data from Excel to Presto. This technique is useful if you want to work on Presto data in Excel and update changes, or if you have a whole spreadsheet you want to import into Presto. In this example, you will use the Customer table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Getting Started

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Establish a Connection

If you have not already done so, create a new Presto connection by clicking From Presto on the ribbon.

Set the Server and Port connection properties to connect, in addition to any authentication properties that may be required.

To enable TLS/SSL, set UseSSL to true.

Authenticating with LDAP

In order to authenticate with LDAP, set the following connection properties:

• AuthScheme: Set this to LDAP.
• User: The username being authenticated with in LDAP.
• Password: The password associated with the User you are authenticating against LDAP with.

Authenticating with Kerberos

In order to authenticate with KERBEROS, set the following connection properties:

• AuthScheme: Set this to KERBEROS.
• KerberosKDC: The Kerberos Key Distribution Center (KDC) service used to authenticate the user.
• KerberosRealm: The Kerberos Realm used to authenticate the user with.
• KerberosSPN: The Service Principal Name for the Kerberos Domain Controller.
• KerberosKeytabFile: The Keytab file containing your pairs of Kerberos principals and encrypted keys.
• User: The user who is authenticating to Kerberos.
• Password: The password used to authenticate to Kerberos.

Retrieve Data from Presto

To insert data into Presto, you will first need to retrieve data from the Presto table you want to add to. This links the Excel spreadsheet to the Presto table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Presto button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Customer table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Presto

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Presto, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Customer sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.