How to update Teradata from Excel

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

Establish a Connection

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

To connect to Teradata, provide authentication information and specify the database server name.

• User: Set this to the username of a Teradata user.
• Password: Set this to the password of the Teradata user.
• DataSource: Specify the Teradata server name, DBC Name, or TDPID.
• Port: Specify the port the server is running on.
• Database: Specify the database name. If not specified, the default database is used.

Retrieve Data from Teradata

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

1. Click the From Teradata button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the NorthwindProducts 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 Teradata

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 Teradata, 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 NorthwindProducts 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.