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

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

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

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Snowflake 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 Snowflake 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 Snowflake within your Connect AI instance and accessing live Snowflake data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

About Snowflake Data Integration

CData simplifies access and integration of live Snowflake data. Our customers leverage CData connectivity to:

  • Reads and write Snowflake data quickly and efficiently.
  • Dynamically obtain metadata for the specified Warehouse, Database, and Schema.
  • Authenticate in a variety of ways, including OAuth, OKTA, Azure AD, Azure Managed Service Identity, PingFederate, private key, and more.

Many CData users use CData solutions to access Snowflake from their preferred tools and applications, and replicate data from their disparate systems into Snowflake for comprehensive warehousing and analytics.

For more information on integrating Snowflake with CData solutions, refer to our blog: https://www.cdata.com/blog/snowflake-integrations.


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 Snowflake Connectivity for Excel

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

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

    To connect to Snowflake:

    1. Set User and Password to your Snowflake credentials and set the AuthScheme property to PASSWORD or OKTA.
    2. Set URL to the URL of the Snowflake instance (i.e.: https://myaccount.snowflakecomputing.com).
    3. Set Warehouse to the Snowflake warehouse.
    4. (Optional) Set Account to your Snowflake account if your URL does not conform to the format above.
    5. (Optional) Set Database and Schema to restrict the tables and views exposed.
    6. (Optional) If MFA is enabled on your Snowflake account (via Duo Security), set MFACode to the passcode generated by your Duo authenticator app.

    See the Getting Started guide in the CData driver documentation for more information.

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

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

Access Live Snowflake Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Snowflake 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. Snowflake1), Table (e.g. Products), 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 Snowflake Data from Excel

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

  1. Update any cell or cells with changes you want to push to Snowflake (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 Snowflake 👁 Updating data (Salesforce is shown).

A notification will appear when the update is complete

Live Access to Snowflake Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Snowflake 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.