hi everyone on this video i'm going to show you how to connect to snowflake through microsoft
excel usually you'll likely connect to snowflake to something like tableau or power bi or some sort
of data vis tool but perhaps you want to connect just directly through excel and use that program
and i'll show you how you can do that so the first step you need to take is to actually download
the odbc driver for snowflake and install it onto your machine that can be found if you go to help
download and then it'll take you up here and you can see odbc driver and that's what microsoft
excel will use to connect through to snowflake i'm on a windows machine so i'll select this one
and here it's going to ask you for you know which version the 32-bit 64-bit
and how do you know which one you actually need so i'm going to hop into excel
and i'll show you how to find that if you go to account and then about excel click this guy
and and up here you can see 32-bit right here so that's how we know we need the 32-bit option
so back here i'm going to say win32 i'll get the latest version and save the file
i'll click that it's an executable click ok and it'll take you through this setup wizard
next install okay finish
so now how do we connect now it's on our machine now let's go to excel and open up a new workbook
so we have the driver we have the driver installed now we want to
allow excel to use the driver now the next step especially if you're on windows is you
actually have to add this driver to one of the options for what your computer will recognize
so if we go down here and search odbc data sources 32-bit open this up
drivers we can let's see if we can find it and here we can see the snowflake dsi driver it's here
so if we go to user dsn let's add a new one and we'll select
snowflake finish here's where we configure it so now here is where we set the connections
to actually go into snowflake so it knows where it's trying to connect
so data source let's give it a name i'll call this snowflake user you'll have to take the user
of your you know this is just as if you were connecting through like i said a database tool
you'll take your user and you'll give it an account you'll have to select a
warehouse role database etc so we'll go user put your password in
server we'll put the name of the url we'll put the whole url in here database i'm going to do
this one right here demo db staging schema i'll use this guy here i'm going to take one of these
warehouse compute warehouse when we got here and i'll connect as account admin okay
so let's hop back into excel and to connect here we'll go to data
get data from other sources from odbc and here's this option now before it would not have been
here but because we just configured that it's now an option so we'll do snowflake click ok
perhaps i need to get rid of the https here let me go back
let's get rid of this
and try it again
oh there we go we're in okay here we can see everything we can see the databases we can see um
schemas and all the tables so let's grab a few let's select multiple let's do teams
team details my first model just it doesn't really matter and load it up
so now if you've used something like you know like the tabular cube or just try to create any sort of
model through excel or power query this should look pretty familiar these rows are loaded let's
double click this and we can see the power query editor so we could do some different types of
formatting here i don't know let's this is very similar to power bi as well you know it's the
standard power query editor you can you know you can add different steps to transform this data
and do whatever you want to add different columns add conditions
if you hover over it you can see when it was last refreshed now if we go to connections we can see
this connection here you can you know you can set some of these
you can see some of the properties here
we could right click here and say load to let's say we want to see a table in the existing
worksheet let's say okay and here we go we have this now in this sheet so let's say we want to add
i don't know now this one here let's let's load this over here
so we can see this one loaded here as well and at this point you know it's up to you to do whatever
you want in excel play around with the different features and then try to customize it add some
more data and and really build this out so that'll be it for this video i just wanted
to show you how you can connect to snowflake and really you can apply this to other cloud
databases as well i'm sure so as always thank you for watching if you have any questions feel
free to leave a comment like the video if you found it useful and i'll see you at the next one