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We are providing direct database connectivity over a whitelisted secure connection. For this secure connection to work, the SQL Server driver that is being used on the client machine must support Strict encryption mode.

Note

Pre-requisites

  1. Whitelisted IP addresses (raise a case with support if required)

  2. ODBC driver 18 for SQL Server

  3. SQL user with appropriate permissions (individual or group, raise a case with support as required)

  4. Add a link to access MS Query in Excel

This is supported by ODBC Driver 18 for SQL Server.

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  • Give your data source a name and for the Server, paste in the URL that you’ve been given. Note the comma before the port number. Click Next.

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  • Select 'With SQL Server authentication…' and enter the Login ID and Password that you have been provided. Click Next.

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  • Change Connection Encryption to Strict. Leave all other settings as their default value. Click Finish.

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  • The following confirmation dialog will appear. Click on Test Data Source…

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  • If the connection was successful, you will be presented with the following:

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  • Click on OK and then OK again to save the new data source. Your data source should now appear in the list of User Data Sources:

    image-20240721-082457.png

The following instructions may differ depending on the version of Excel that you’re using.

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Use of different tools:

MS Query (currently used in our training materials)

  1. Check the "All command in the Customize Ribbon?

  2. Click File > Option> Customize Ribbon> Select “All commands” 

  3. Search for “New Database Query” from the list, select it, and click on the “Add” Button to add under the “Get Data” in the Main Tabs

Power Query (optionally used by clients)

  • Go to Excel > Data tab > Get Data > From Other Sources > From ODBC

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