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.

Configuration

  1. Click on the Reverse ETL button in the side bar and click + New on the top right.
  2. Select the Excel connector from the drop down menu or else click + Add new connection to authorize the connector.
  3. Paste the link to the Excel file you want to sync to.
  4. Select the sheet in that file.
  5. Choose the SQL model that contains the data you would like to send to Google Sheets.
  6. Choose how you would like to sync your data:
  • Insert: Insert new data 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 data every time, replacing old content.
  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.
  2. Map the column from your data model to the column in the sheet. You can use Auto-map to automatically map columns.
  3. Click Create sync to finish the setup.

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