How to update SQL Server from Excel

The CData Excel Add-In for SQL Server enables you to edit and save SQL Server data directly from Excel. This article explains how to transfer data from Excel to SQL Server. This technique is useful if you want to work on SQL Server data in Excel and update changes, or if you have a whole spreadsheet you want to import into SQL Server. In this example, you will use the Orders 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 SQL Server connection by clicking From SQL Server on the ribbon.

Connecting to Microsoft SQL Server

Connect to Microsoft SQL Server using the following properties:

• Server: The name of the server running SQL Server.
• User: The username provided for authentication with SQL Server.
• Password: The password associated with the authenticating user.
• Database: The name of the SQL Server database.

Connecting to Azure SQL Server and Azure Data Warehouse

You can authenticate to Azure SQL Server or Azure Data Warehouse by setting the following connection properties:

• Server: The server running Azure. You can find this by logging into the Azure portal and navigating to "SQL databases" (or "SQL data warehouses") -> "Select your database" -> "Overview" -> "Server name."
• User: The name of the user authenticating to Azure.
• Password: The password associated with the authenticating user.
• Database: The name of the database, as seen in the Azure portal on the SQL databases (or SQL warehouses) page.

Retrieve Data from SQL Server

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

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

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, =MyOrdersSheetInExcel!A1.
2. After using a formula to reference the cells you want to add to SQL Server, 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 Orders sheet.
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.