Connecting your data from Assignar to Excel requires the setup of an ODBC connector.
Note: This is only possible on Windows systems!
Set Up the ODBC Connector
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Download the Redshift ODBC connector via this link.
- Install the ODBC connector.
- In the Windows Search box, enter “ODBC” - this should show the ODBC Data Sources item. Click on the ODBC Data Sources (64-bit)
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After the ODBC Data Sources dialog has opened, click the Add button
- From the available driver options, pick Amazon Redshift ODBC Driver (x64), then click Finish.
- The next screen will allow you to configure the connection into the Data Share.
- Data Source Name (name you specify so that you can recognize it later in Excel)
- Server (Shared by the Assignar Data Team)
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Database -
assignar - User - (email address of authorized user)
- Password - (password received from Assignar Data Team)
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Click Test to ensure the connection is established.
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Click OK to create the new connector.
Connect to Excel
- The next step is to access the data from the new ODBC source in Excel. In Excel, click on Data - Get Data - From Other Sources - From ODBC.
- In the dialog that appears, select the <Data Share Name> ODBC source (new_redshift_connection in the example below). It will ask to login via Fusion Auth and then hit save.
- Select windows, then select use my current credentials. Enter the email address and password used when setting up the ODBC connector → connect
- Excel will list the available tables; select the desired table(s).
- If you want to load more than 1 table, check the Select multiple items box at the top.
- If you want to limit the data that will be loaded into the spreadsheet, click Transform Data. If you want to load all data (note that this can be a lot!), click Load.
Refresh data in Excel
- Refresh Manually:
- Click on the Data tab
- Click on Refresh
- Refresh on an automated schedule
- Click on Query
- Click on Properties
- Set up the refresh schedule
- Note: please do not set the refresh to be more frequent than every 1 hour