Skyvia Query Excel Add-in
Skyvia Query Excel Add-in is intended for those our clients who use Excel 2016 or higher for Windows or Mac or Excel Online. The add-in allows you to easily build Excel reports based on your data from a wide variety of databases and cloud applications. It enables you to easily get these data directly to Excel and works with them in the Excel interface.
You may share these reports with your colleagues and refresh data in them with a single click whenever needed.
The data can be retrieved as they stored in the data source or undergo filtering, aggregations, performing calculations, joins, etc. Thus, the add-in allows you to immediately get live cloud or database data in the form you need for your reports.
How It Works
Skyvia Query Excel Add-in works with the data sources via Skyvia. The add-in uses Skyvia Query — our online SQL client and query builder tool for querying and managing cloud and database data.
You create connections to the data sources you want to query data from in Skyvia, and Skyvia stores your connections. Queries are executed by the Skyvia service, which sends the returned data to Excel. The queries you save in Query Gallery are available both in Query Add-in and in Skyvia. You can open, run, edit, or delete them both in Query Add-in and in Skyvia Query.
It means that you need a Skyvia account to use the add-in. You can register at https://app.skyvia.com/register. Please note that registration in Skyvia is free, and there is a free plan available. You can also view Skyvia pricing on our pricing page.
Before using Skyvia Query Add-in you will need to log in to Skyvia from Excel.
For querying data, first you need to create a connection to the corresponding data source. Connections are created and stored in Skyvia, not in Excel.
Note that Skyvia supports creating OAuth connections for all the supported data sources that allow connecting via OAuth, like Salesforce, and thus, you do not need to store your credentials in Skyvia for such data sources. Connections are stored in an encrypted form.
Skyvia Query Excel Add-in supports getting data from various cloud applications, databases and cloud data warehouses. Please see the Cloud Sources and Databases topics for the complete list. You can find more information on creating the corresponding connections in the Connections section of our documentation.
In Skyvia Query add-in, you get data from a data source to Excel using queries. A query determines what data you want to get and in which form.
While Skyvia Query add-in queries data using SQL SELECT statements, you are not required to know SQL. You can configure a query visually in Query Builder. Of course, if you are familiar with SQL, you may simply enter an SQL statement.
After you retrieve data, the query is linked to the Excel workbook. You can later modify it or re-execute it and refresh data on your workbook with the actual data from the data source in a single click. You can use different queries on different worksheets of an Excel workbook, and thus, have data from different sources in one workbook.
Queries can be also saved in Query Gallery to be later reused in other Excel workbooks. Query Gallery offers a convenient interface and a quick search of necessary queries. It also contains a number of predefined queries to various data sources for common use cases that you can use as is or study in order to understand better how to create your own queries.
Skyvia offers a powerful Query Editor with visual Query Builder. It allows both creating a query visually or entering SQL statements. For this, it has two tabs — Builder and SQL.
First, you select a connection you have created in Skyvia (or you can open the Connection page and start creating a new connection from the query editor directly). Then you can select an object (table) to query data from, select its fields to get data from, and configure data processing and filtering.
Though the Query Builder provides a wide range of features, you can configure your query in much more details using SQL. At any time you can switch from visual query creating to editing SQL code, and you can see the generated SQL code for your query that you have created visually. However, if you modify the SQL code, you will not be able to edit this query visually anymore, because not every SQL feature can be interpreted in a visual editor.
For databases, Skyvia Query uses their native SQL Syntax. For cloud applications, you use SQLite SQL syntax.
After you have finished your query, either in Query Builder or as SQL code, you can immediately run it and get the returned data into your Excel workbook. Please note that query execution can take some time, especially for cloud applications, if the query contains complex processing, queries objects with a lot of data in them, etc.
To find out how to query data in more details, see the How to Query Data to Excel topic.
Useful queries that you plan to reuse in other workbooks can be saved in Query Gallery. Later you may quickly open the saved query in just a few clicks.
Query Gallery displays queries grouped by different criteria. You can view queries, grouped by data sources, by connections, or just view all queries without grouping. To find the necessary query by any of the mentioned criteria, click in the Skyvia Query toolbar and select the corresponding group from the drop-down list. You can also enter a part of the query name in the Search box.
To use a query from the gallery, simply click it. Then select a connection for the query and click Run in order to run it immediately without opening the query in the editor. You can also open it for editing, delete it from the Gallery or open it in the Skyvia service.
In addition to queries saved by you, Query Gallery contains a number of predefined public queries for different data sources and use cases. If you do not want to see them in the gallery, you can click Hide public queries in the Skyvia Query toolbar to hide them.
You can read more about Query Gallery in the Query Gallery in Excel Add-in topic.