Documentation

Excel Visualization tool

Updated on

Feb 5, 2025

What is Excel?

Microsoft Excel is a spreadsheet editor developed by Microsoft.

Credentials and Connection Details

You need the following information for connection:

                                                                                                       
Connection parameterCredentials
user```improvado_{customer_id}_db```
port```443```
host```db-access.improvado.io```
database```improvado_{customer_id}_{db_id}```

Connection Guide

  1. Download and install the latest version of ODBC driver for Clickhouse from Clickhouse GitHub (you can find latest version of ClickHouse ODBC driver here).
  2. Run ODBC Data Sources tool and configure connection with ClickHouse. If you downloaded the 64-bit Clickhouse driver previously, then you need to open ODBC Data Sources (64-bit).

IMPORTANT: Make sure that Clickhouse drivers are available (use the Unicode one).

  1. Create a new System DSN, using the ClickHouse ODBC Driver (Unicode)
  1. Fill in your credentials (if you work with large tables you might need to increase the default Timeout from 30s to 60-300s depending on the size of your table) and click Ok to save the new System DSN connection.
  1. Run ExcelData tabGet DataFrom Other Sources → select From ODBC → Select the Data Source Name created on the previous step.
  1. Select Default or Custom option and click Connect.

You will see the list of available databases and tables associated with them.

IMPORTANT: be sure to use tables with the ```_all_data``` suffix in your reports.

How to query ODBC data in Excel

  1. To query data in Excel, select any table in the Navigator after connecting ODBC and click Load to:
  1. In the next dialog window, let's for now just create a connection to the selected table by clicking Only Create Connection:
  1. This will create a new Query for selected table:
  1. To edit a query, double-click on necessary item in Queries & Connections. This will open Power Query Editor for selected query:
  1. Here, you can click on Advanced Editor to write a custom query using Excel's PowerQuery syntax:
  1. Write a query to get necessary data for analysis and then click Done and Close & Load to save a query:
  1. The only thing left to do here is to actually add the data from the query to the spreadsheet. Right-click on the query and select Load to:
  1. Select Table option and select a cell where the result data will be located. Then click OK.
  1. Now you should see the result of your query directly in the spreadsheet:
  1. And like with any spreadsheet data, you now can create charts to visualize your data:

Schema information

Setup guide

Settings

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Troubleshooting

Troubleshooting guides

Check out troubleshooting guides for
Excel Visualization tool
here:

Limits

Frequently asked questions

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Questions?

Improvado team is always happy to help with any other questions you might have! Send us an email.

Contact your Customer Success Manager or raise a request in Improvado Service Desk.