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Connect from Excel

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

  • Atlas cluster with BI Connector for Atlas enabled

  • 64-bit version of Excel. Run the following command to determine whether the 64-bit or 32-bit version of Excel is installed:

    file -N /Applications/Microsoft\ Excel.app/Contents/MacOS/Microsoft\ Excel
    

    For information on upgrading to the 64-bit version of Excel, see Microsoft Support.

  • Install iODBC

    Note

    Both the 64-bit and 32-bit versions of iODBC are included with the installer. If you use iODBC to test your DSN, you must use the 64-bit version of the application.

    iODBC is not recommended for creating or modifying your Data Source Name (DSN). To create or modify your DSN, use the ODBC Manager application that is included with the MongoDB ODBC driver.

  • Create a system Data Source Name (DSN)

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.

1

Open a spreadsheet in Excel.

Start Microsoft Excel and open a blank worksheet.

2

Open the iODBC Data Source Chooser dialog.

  1. Click :the guilabel:Data on the toolbar.

  2. On the toolbar, click New Database Query, then click From Database.

    If the New Database Query button is not displayed, click Get External Data, then New Database Query.

Screenshot of the From Database option
3

Select Your DSN.

  1. Click the System DSN tab.
  2. Select the DSN which connects to your BI Connector for Atlas.
  3. Click OK.
Screenshot of the DSN selection dialog
4

Enter Credentials.

Enter the username and password used to connect to BI Connector for Atlas and click Ok.

Note

When specifying a username, include the authentication database for the user. For example, salesadmin?source=admin.

5

Select a Table.

  1. In the left side of the dialog, click your server name to expand the list collections in your database.
  2. Select the collection from the list from which contains the data you want to import.
  3. To view your data before importing, click Run to run the generated SQL statement. Your data appears in the table below the statement.
  4. Click Return Data.
Screenshot of the Table selection dialog
6

Import the Data.

  1. Select how you would like to import the data into Excel.

    You can choose to import the data into:

    • An Existing Sheet, specifying in which cell to begin the table.
    • A New Sheet, automatically beginning the table in cell A1.
    • A PivotTable in a new sheet.
  2. Click OK to complete the import process.

Example

The following image shows the results of importing data from the supplySales table into a new sheet:

Screenshot of imported data in a new sheet

Additional Reference

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