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Windward

Excel as a data source (v13 and older)

autotag-wiki-logo.pngThis Data Source is not supported anymore!

Overview

This article covers how to connect to Excel data sources.

 

Starting with our version 14 release Windward will no longer support Microsoft Excel files as a datasource format.   The connector and code will remain in the product however we will no longer answer questions regarding Microsoft Excel datasource or add new features.  Windward recommends upgrading your Microsoft Excel spreadsheets to a Microsoft SQL Server.  

 

Details on this process can be found in this blog post:

From Excel to SQL: How to Get Your Data in Order (So You Can Use It for Years to Come)

AutoTag

Install the Connector

First, check to see if the connectors for Excel are already installed on your system:

  1. Open Microsoft Word with AutoTag installed.
  2. Click the "Data Sources" icon.
  3. Click "Add".
  4. For the vendor, look for "Excel (OleDb)". If this isn't one of your vendor options, you do not have the connector and will need to install it

There are two different installers, depending on the version of Office you are using.

  • If you have Office 2000 through Office 2007 or Office 2010 x86:
    • AccessDatabaseEngine.exe
  • If you have Office 2010 x64:
    • AccessDatabaseEngine_x64.exe

Both can be downloaded from Microsoft here.

After you've downloaded the connector, you can move to the next step:

Connecting to Your Excel Data Source

Connector.png

Open Microsoft Word with AutoTag installed.

  1. Click the 'Data Sources' icon.
  2. Click 'Add'.
  3. For the vendor, choose 'Excel (OleDb)'.
  4. Click on the downward arrow next to 'Provider'. (See image above)
  5. Select the correct driver depending on the type of Excel file.
  6. For server, click the 'Browse' button and select your Excel file.
  7. Click the 'Test' button to ensure you can connect.
  8. Click 'OK'.

.NET Engine

Install the Connector

There are two different installers, depending on the bitness of the application using the engine.

  • If the application is x86 (32-bit) or you are using RunReport on a 32-bit operating system:
    • AccessDatabaseEngine.exe
  • If you have Office 2010 x64the application is x64 (64-bit) or you are using RunReport on a 64-bit operating system:
    • AccessDatabaseEngine_x64.exe

Both can be downloaded from Microsoft here.

If the above link does not function, a copy of the installers can also be found here.

Connecting to Your Excel Data Source

If you are connecting to Excel through RunReport, you will need the following in the command:

   -excel "Provider=Microsoft.ACE.OLEDB.12.0;Data Source=\"C:\Users\enjayh\Documents\AutoTag\Northwind Mini - Data.xlsx\";Extended Properties=\"Excel 12.0 Xml;HDR=YES\""

Use the following resources to determine your connection string:

(Note: if your data source has a name you set in AutoTag, you will want to replace '-excel' with '-excel:myDataSourceName').

Java Engine

The Windward Reports Java engine currently does not support Excel files as a dat asource.

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