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Introduction

Overview

This

document provides an in-depth

guide

on how to establish connections between your FactoryStudio project and Microsoft Excel files. Excel is a widely used spreadsheet application, and integrating data from Excel files can greatly enhance the flexibility and efficiency of your project. The ability to connect to Excel files allows for seamless data exchange and collaboration between your project and various data sources.This guide

will cover various methods for connecting

FactoryStudio

the platform with Excel files, including

the use of

using:

  • ODBC (Open Database Connectivity)
, the
  • ODBC Microsoft Excel Driver
, configuring
  • Configuring ODBC with a Data Source Name (DSN)
, and utilizing OleDB. Each of these techniques
  • Utilizing OleDB

Each technique offers unique advantages and capabilities. Thus,

ensuring that

you can

find

choose the one most suitable approach for your specific needs.

On this page:

Table of Contents
maxLevel3

Microsoft Excel Connections

Using ODBC

This

method

option offers a standardized and widely supported method for connecting various applications to databases

, ensuring

. As a result, it ensures compatibility across diverse data sources. In the following sections you find guides to connect to different Microsoft Office versions.

Microsoft Office 365

To connect

FactoryStudio with an Excel file, first, select and name a range of rows and columns in the worksheet. This will allow the software to read the information as a table. Choose one of the following naming processes based on your version of Microsoft Excel:

to a datasheet in Office 365, follow the steps below:

  1. Select the the cells to use as data.
  2. Access Formulas → Define Name.
  3. Select Define Name.
  4. Define a name for the selection. The Excel file will be ready to use. 

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Microsoft Office 2007

To connect to a datasheet in Office 2007, follow the steps below:

  1. Select the the cells to use as data.
  2. Right

For Microsoft Office 365:

Navigate to Formulas → Define Name → Define Name...

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For Microsoft Office 2007:

Right-
  1. click the selection and choose Name a Range.
  2. Define a name for the selection.
..
  1. The Excel file will be ready to use.

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For


Microsoft Office 2003

In Microsoft Excel, go to Insert → Name → Define.... 

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Name the selection (e.g., "itemsTable"). The Excel file is ready to be used. 

To connect to a datasheet in Office 2003, follow the steps below:

  1. Select the the cells to use as data.
  2. Access Insert → Name.
  3. Select Define.
  4. Define a name for the selection. The Excel file will be ready to use.

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Using

ODBC Microsoft Excel Driver

The ODBC Microsoft Excel Driver provides a dedicated driver for Excel , ensuring to ensure optimal performance and seamless integration with the Excel file format. To connect using this method, follow these the steps below:

  1. In the
datasets namespace, choose the DBs tab and create a new provider by clicking Create new.
  • Select the "Odbc Data Provider" in the "Provider" data field. 
  • For the "Database" field, choose Microsoft Excel Database.
  • Click Ok.

    • Select Microsoft Excel Database in Database fieldImage Removed

    1. platform, access Datasets → DBs.
    2. Click the plus icon.
    3. Fill in the Name field
    4. In the Provider field, select Odbc Data Provider.
    5. Choose Microsoft Excel Database in the Database field. 
    6. Click OK
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    7. After returning to
    A new row is created in
    1. the data grid, click the
    ConnectionString column
    1. Connection String column related to the newly created row.
  • In the pop-up window, enter the path and the filename in the "Dbq" field.
  • Click the Test button to ensure that the connection is OK.
    • Note

    "Test" is optional.

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    1. Enter the path to the file in the Dbq field. Use the Test button to ensure the connection is correctly configured.
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    ODBC With A

    Using ODBC with a

    DSN

    Using ODBC with a DSN allows for centralized management and easier maintenance of data source connections, simplifying the configuration process. To connect using this method, follow these the steps :below.

    Go to
    1. Access your computer's Control Panel and
    select Administrative Tools.
  • Double-click Data Sources (ODBC). 
    • Image Removed
    1. search for ODBC Data Source Administrator.
    2. In the
    "
    1. ODBC Data Source Administrator
    "
    1. window, click Add
    . You are prompted to select a driver
    1. .
     
    2. Select
    "
    1. Microsoft Excel Driver (*.xls)
    "
    1. .
     
    2. Click Select Workbook and
    select
    1. choose the
    name of the
    1. Excel file that was previously created.
     
    2. Name the Data Source
    , (e
    1. .
    g., "excelDatasource"). 
    1. For Write access, uncheck the
    "ReadOnly"
    1. Read Only checkbox.
     

    1. ODBC Data Source Administrator optionsImage Modified
    In
    1. Back into the
    Datasets namespace, choose the DBs tab and create a new provider by clicking create new.
  • Under the "Odbc Data Provider" options, choose "ODBC using DSN". Then, click OK.
    • Click the ConnectionStringcolumn of the new row. Then, enter the DSN in the "DSN" field.Enter the DSNImage Removed
    1. platform, access Datasets → DBs.
    2. Create a new DB choosing ODBC Data Provider as Provider. For Database,select ODBC using DSN.
    3. Click OK.
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    4. After returning to the data grid, click the Connection String column related to the newly created row.
    5. Enter the DSN (Data Source Name) in the DSN field.

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    OleDB

    OleDB enables higher

    Using OleDB

    OleDB enables a higher level of abstraction and flexibility when connecting to data sources, supporting a wider more comprehensive range of data access technologies and file formats. To connect using this method, follow these the steps below:

  • In the Datasets namespace, choose the DBs tab.
  • Select the "OleDb data provider" option in the combo-box and create a new provider by clicking create new. 
  • Choose the "Microsoft Excel Database". Then, click OK.
    1. Access Datasets → DBs and click the plus icon.
    2. Select ODBC Data Provider as Provider and choose the Microsoft Excel Database as Database.
    3. Click OK.
    4. After returning to the data grid, click the Connection String column related to the newly created row.
    5. Enter
    Click the ConnectionString column of the new row, then enter
    1. the path and the name of the Excel (.xls) file to be used as the database in the
    "DataSource"
    1. Data Source field. 
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