Excel (macOS)

Getting the connection URL

Once you've created your query, head over to the queries module, and click on the export button for the query you wish to connect.

Next, select the Excel (macOS) tab and click the Copy link button to copy the query's "connection string" to your clipboard.

This "connection string" is what will allow Excel to connect directly to our database and ensure you always have the latest data available in your spreadsheet.

Connecting Excel

Open an Excel spreadhseet, and perform the following instructions:

1. Select the Data tab.

2. Next, click on the Get Data (Power Query) button.

3. On the list of options, select: Blank query. There, replace the default text with what you stored on your clipboard (i.e. your query's connection string).

4. Click on the Next button on the lower right side of the panel.

Once you've done that, it's time to approve the connection and transform the data.

1. Select the "Configure connection" button on the yellow banner.

2. Next, a pop-up will appear to request credentials. The default option should be "Anonymous", which means you can simply select the "Connect" button and continue.

3. Wait a few seconds for the connection to establish. Once it's done, you should see a preview of the data on the Power Query module.

4. To ensure Excel reads the data correctly, i.e. numbers as numbers, dates as dates, strings as strings; select any cell in the preview module followed by ⌘+A. Next, on the transform tab select the Detect data type button.

5. Finally, once the transformation is done. Select the Close & load button, to import your query to your spreadsheet.

That's it. Your query should appear within a few seconds on your spreadsheet 🥳.

What's next?

Playing around with the data.

The process we followed imports your data as a Table in Excel. In case you modify your query, or wish to extract the latest data; simply hit refresh on the Table module.