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Connecting Excel Power Query to a Local Database System

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(@mwahaab)
Posts: 15
Eminent Member
Topic starter
 

Hello Tutors, 

We use a database system for our financials. The database has various types of reports generated for different purposes. Generating certain reports and manipulating using Power Query is sometimes time consuming. I was wondering if I can connect my Excel Power Query to our system so that whenever I need to run a report,, I will not save the downloaded report file to my computer, but instead run the report which is already connected to Power Query and refresh the report. Basically, removing the element of saving the downloaded Excel file each time but rather directly linking PQ to the downloaded file (which is an Excel online version as well). 

 

Please let me know. 

 

Best,

Mohamed

 
Posted : 19/05/2024 1:42 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Mohamed,

It will depend on the type of database. If it's SQL, then you can connect to it using the From Database connector for SQL databases.

If it's ODBC or OLEDB, then you can connect via the From Other sources connectors.

More on ODBC here.

More on OLEDB here.

Or if the database has an API, then you can use their API to connect. See lesson 2.10 in the Power Query course.

I hope one of those will be of use.

Mynda

 
Posted : 19/05/2024 6:10 pm
(@mwahaab)
Posts: 15
Eminent Member
Topic starter
 

Hi Mynda,

Thank you for your response. I believe our database is not the SQL version, but I will confirm by checking the other options mentioned here.

Thanks,
Mohamed

 
Posted : 20/05/2024 4:21 pm
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