Integration with MS Excel

To work with data from Tengri in Microsoft Excel, the ODBC engine is used.

Setting up the connection

To connect Tengri to Microsoft Excel, you need to create and configure a data source. To do this, you need to select:
Data > Get > Data from other sources > From Microsoft Query

Creating a new data source

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  • Data source name: Specify a name for the new connection. Under this name it will appear in the list of available databases (tengri in this example).

  • Driver: Select PostgreSQL Unicode(x64).

After that, click Connection. The PostgreSQL Connection window opens in the Data Source Wizard, where the parameters of access to the database server are specified.

Configuring connection parameters

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  • Database: Specify the name of the database (tengri in this example).

  • SSL Mode: Set the connection encryption mode to disable.

  • Server: Set the IP address or domain name of the server where Tengri is deployed .

  • Port: Specify the 5433 connection port.

  • User Name: Enter the username to access Tengri.

  • Password: Enter the user’s password.

After entering all parameters, you can click the Connection button. If the parameters have been entered correctly, a successful connection message will be displayed.

Selecting a data source

Once the connection has been configured, it must be activated.

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  • In the Select Data Source window, click the Databases tab.

  • In the list of available sources, highlight the name you created (tengri in this example).

  • Ensure that the Use Query Wizard tick box is checked.

  • Press OK to proceed to select tables from Tengri.

Selecting tables and columns

After successful connection, the Create Query: Select Columns window will open. Here we select which data from Tengri should be loaded into Microsoft Excel.

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It is not recommended to load all columns from large tables at once. Select only the data that is necessary for your current analysis — this will speed up work and report updates.

Importing data

After selecting the columns, the Data Import window will open. Here we define how and on which sheet the data from Tengri will be output.

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After pressing OK Microsoft Excel will connect to Tengri and fill the table with actual values.

If the data in Tengri has changed, you do not need to repeat all previous steps to update them in Microsoft Excel. Just right-click in any area of the table and select Update. You can also set up automatic scheduled data update in the connection properties.

Data aggregation and calculation settings

After importing data from Tengri, you can flexibly customise the display of indicators using standard Microsoft Excel analytics tools — summary tables and charts.

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If you change data in Tengri, you don’t need to rebuild the report. Just go to the Analysis tab and press Update. Microsoft Excel will download the actual data from Tengri and recalculate all indicators.

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See also