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Connect from Excel (Windows)

For M10+ clusters that have enabled the BI Connector for Atlas, the Connect dialog provides the details to connect via the BI Connector for Atlas.

Screeenshot of the Atlas BI connection dialog.

Prerequisites

mongosql_auth Plugin

Download the latest mongosql_auth plugin component .msi installer and install.

MySQL Enterprise Edition ODBC Driver

This procedure uses the Enterprise edition of the MySQL ODBC driver. MySQL Enterprise uses OpenSSL, which is compatible with BI Connector for Atlas for TLS/SSL connections.

If you have a community edition of the driver, to install the Enterprise edition for the same driver version, you must uninstall the community edition. To uninstall, you can either:

  • Remove the driver by using the .msi for community edition.
  • Remove the driver from the Control Panel > Programs and Features screen.

Create a System DSN

1

ODBC Data Source Administrator as administrator.

Run ODBC Data Sources as an administrator, right click on the application icon and select “Run as administrator”.

Windows ODBC Data Source Administrator
2

Select the System DSN tab and click the Add button.

3

Select MySQL ODBC ANSI Driver from the list of available drivers.

The following form fields are required:

Field Name Description
Data Source Name A name of your choice.
TCP/IP Server Enter the Hostname specified in the Atlas connect dialog.
Port Enter the Port specified in the Atlas connect dialog.
User

Enter either the user specified in the Atlas connect dialog or a different MongoDB user for the cluster.

The user is specified in the format:

<username>?source=<database-name>

where the <database-name> is the authentication database for the user.

Password Enter the password corresponding to the entered User.
Database The name of the database to connect to. For example, test.
Authentication

Click the Details button to display the Authentication field.

Enter the Authentication specified in the Atlas connect dialog.

For example, populating the fields using the Atlas provided information:

ODBC driver configuration.
4

Click the Test button to test the ODBC connection.

If the connection is successful, click OK to add the DSN. If the connection fails, check the MongoDB user credentials and the IP whitelist.

Connect from Microsoft Excel

1

Start Microsoft Excel.

Start Microsoft Excel and open a blank worksheet.

2

Use the Data Connection Wizard to set up the connection.

Microsoft Excel Data Connection Wizard.
  1. Click the Data tab.

  2. Select From Other Sources >

    From Data Connection Wizard option.

  3. Select ODBC DSN from the list of data source options and click Next.

  4. Select the DSN created for your Atlas cluster and click Next.

  5. Select a database and collection from which to import data and click Next.

  6. Save the data connection file and click Finish.

    If you wish to re-use this connection in the future, you can select it from the Data > Get External Data > Existing Connections menu.

  7. In the final wizard window,specify a format for your worksheet. Click OK when finished.

Additional Reference

For more information on the MongoDB Connector for Business Intelligence, see MongoDB Connector for BI Manual.