Excel

Microsoft Excel is a spreadsheet software developed by Microsoft. It is part of the Microsoft Office suite and is available for Windows, macOS, Android, and iOS. Excel is widely used for data analysis, reporting, and visualization.

Other options for Excel

  • Excel via Google Drive
  • Excel via Sharepoint
  • Excel via Onedrive

πŸ”§ Setup Guide - ELT

Please note:

  • A Microsoft Account is required to set up the Excel connection. We recommend a Business Account, as personal accounts might not be able to connect.
  • This connector is only compatible with Excel files with .xlsx extension
  1. In the set up a data source form, enter the destination schema name of your choice.
  2. Click Authorize to allow Weld to access your Microsoft Account. Give Weld permissions for File Access (read and write) and Profile Information.
  3. In Connection Settings, paste the link to the Excel file you want to connect to. You can choose different options:
    • Uses First Row As Column Names in Named Ranges - This option will use the first row as column names in named ranges.
    • Uses First Row As Column Names in Worksheets - This option will use the first row as column names in worksheets.
    • Stringify all properties - This option will convert all properties to strings, in case there are any issues with the data types.
  4. In Data to sync, select the data you want to sync. You can choose between:
    • Work sheets - Sync an entire worksheet in the Excel file;
    • Named ranges - Sync a named ranges in the Excel file (does not require headers);
    • Tables - Sync a table in the Excel file.
  5. Finally, you can select how often you want to sync the data in Configure sync. Click Create sync to finish the setup.

The Excel connector only selects the part of the data that contains actual content within a chosen named range, worksheet, or table. This means that if the selected area includes any empty rows or columns at the beginning or end, the connector will automatically ignore them.

πŸ”§ Setup Guide - Reverse ETL

Please note: this connector is only compatible with Excel files with .xlsx extension

The Excel reverse ETL allows you to sync data on a schedule from your Weld App automatically into a designated Sheet.

Pre-requisites

  1. You must publish your SQL model containing the data that you want to sync to the Excel file.

Step 1 - Destination

  1. In the Reverse ETL section, select + Add Reverse ETL Sync
  2. Select the Excel connector by clicking Use existing connection from the drop down menu or else click + Add new connection to authorize the connector.

Step 2 - Target Details

  1. Paste the URL link to the Excel file you want to sync to.
  2. Select the desired sheet in that file to sync your data to, then click Next.

Step 3 - Map Data

  1. Under Source choose the SQL model that contains the data you would like to sync to Excel.
  2. Destination Object is of type sheet, as this is the method used to sync data to Excel.

Sync Mode

Choose either Insert or Mirror:

  • Insert: Insert new records only (even if a row changes, the new data will be inserted at the end and won't change the row). First run syncs all data.
  • Mirror: Syncs all records every time, replacing old content.

Field Mapping

Map the columns from your source model to the column fields in your destination.

  • You can choose Auto map to assign columns automatically in the same order as they appear in the source model, or you can map them manually.

Step 4 - Schedule Sync

  1. Choose how often you would like the sync to run. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.
  • Independent: The sync will run on its own schedule, independent of other syncs.
  • Orchestration: The sync will be part of an orchestration workflow, allowing you to run it in conjunction with other tasks.

Step 5 - Finalise and run

After you have configured the sync, click on Start Sync to finalize the setup. The sync will perform the initial run immediately.

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