Integrate data from your Horizon data warehouse directly into Microsoft Excel to make use of Excel’s analysis tools, or to share information.
We support two methods of connecting Excel to your Horizon data warehouse:
- Using a pre-defined query or data source (preferred).
- Using a custom-built query in Microsoft Power Query.
Before you begin
- Check you have an active Horizon account through Microsoft Active Directory/Entra ID or SQL Server.
Note: Excel connections using Vista Cloud accounts are not currently supported. - Contact your Vista representative for your Horizon Server and Database details.
Using a pre-defined query or data source
- Open Excel.
- Navigate to the Data tab, then Get Data > From Azure > From Azure SQL Database.
- Complete the Server and Database fields.
- Under Advanced options > SQL statement enter your query .
- Click OK.
- Click Microsoft account.
- Sign in using the Active Directory account you use for Horizon.
- Under Select which level to apply these settings to, choose the option that specifies both server and database name.
- Click Connect.
- Click Load.
A data sheet is created in your Excel workbook.
Using a custom-built query in Microsoft Power Query
Warning: This option is for advanced users only. Selecting a display option without applying a filter may cause Excel to attempt to download the entire contents of the view, which can be multiple gigabytes in size.
- Open Excel.
- Navigate to the Data tab, then Get Data > From Azure > From Azure SQL Database.
- Complete the Server and Database fields.
Contact your Vista representative for these details. - Sign in using the Active Directory account you use for Horizon.
- Under Select which level to apply these settings to, choose the option that specifies both server and database name.
- Click Connect.
The Navigator window opens with all the display options and SQL functions available in the data warehouse. - Select one or more of the display options.
- Select Transform Data.
The Power Query Editor opens.
Note: You may find the following resources from Microsoft relevant:
Disclaimer: Vista has no involvement in the creation or maintenance of these resources.
See also:
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