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Access Live Elasticsearch Data in Excel (Desktop)


Use Connect Spreadsheets by CData to gain access to live Elasticsearch data from your Excel spreadsheets.

Looking for Connect Cloud instructions?

Your Connect Cloud account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Elasticsearch data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Elasticsearch in Connect Spreadsheets and access and update live Elasticsearch data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


About Elasticsearch Data Integration

Accessing and integrating live data from Elasticsearch has never been easier with CData. Customers rely on CData connectivity to:

  • Access both the SQL endpoints and REST endpoints, optimizing connectivity and offering more options when it comes to reading and writing Elasticsearch data.
  • Connect to virtually every Elasticsearch instance starting with v2.2 and Open Source Elasticsearch subscriptions.
  • Always receive a relevance score for the query results without explicitly requiring the SCORE() function, simplifying access from 3rd party tools and easily seeing how the query results rank in text relevance.
  • Search through multiple indices, relying on Elasticsearch to manage and process the query and results instead of the client machine.

Users frequently integrate Elasticsearch data with analytics tools such as Crystal Reports, Power BI, and Excel, and leverage our tools to enable a single, federated access layer to all of their data sources, including Elasticsearch.

For more information on CData's Elasticsearch solutions, check out our Knowledge Base article: CData Elasticsearch Driver Features & Differentiators.


Getting Started


Configure Elasticsearch Connectivity for Excel

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

  1. Log into Connect Spreadsheets, click Connections and click Add Connection
  2. Select "Elasticsearch" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Elasticsearch.

    Set the Server and Port connection properties to connect. To authenticate, set the User and Password properties, PKI (public key infrastructure) properties, or both. To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

    The data provider uses X-Pack Security for TLS/SSL and authentication. To connect over TLS/SSL, prefix the Server value with 'https://'. Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

    Once the data provider is connected, X-Pack will then perform user authentication and grant role permissions based on the realms you have configured.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Elasticsearch Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Elasticsearch data from Excel.

Access Live Elasticsearch Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Elasticsearch data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for Connect Spreadsheets and install the Add-in.
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
  6. In the Connect Spreadsheets panel in Excel, click Import
  7. Choose a Connection (e.g. Elasticsearch1), Table (e.g. Orders), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Elasticsearch Data from Excel

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

  1. Update any cell or cells with changes you want to push to Elasticsearch (your changes will be in red)
  2. In the 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 Elasticsearch

A notification will appear when the update is complete

Live Access to Elasticsearch Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Elasticsearch data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.

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Learn more about Connect Spreadsheets or sign up for free trial access:

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