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How to use SQL Server + Excel effectively?

  1. #1
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    How to use SQL Server + Excel effectively?

    Description:
    SQL Server has a database as follows:
    *- number of tables: 3-5 pcs. tables
    *- the number of fields in each table: - 20-50 pcs. fields;
    *- the number of entries in each table: 10,000 - 50,000 pcs. records.
    The data in SQL Server tables is constantly updated.

    Goal:
    Connect Excel to SQL Server.
    Display connected tables in tables or pivot tables.
    Build multiple diagrams based on connected tables or pivot tables.
    By clicking the "Refresh" button to constantly receive relevant data.

    Preliminary decision:
    To connect, it is supposed to use Data -> Get Data -> From SQL Server Data.

    Question
    Would it be sufficient to use the connection method Data for such purposes -> Get data -> From SQL Server data, or do I need to use Power Query / Pivot in addition?

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    Forum Expert Olly's Avatar
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    Re: How to use SQL Server + Excel effectively?

    If you want to use relationships between tables, then you need to use Power Pivot.
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    Forum Expert CK76's Avatar
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    Re: How to use SQL Server + Excel effectively?

    To connect, it is supposed to use Data -> Get Data -> From SQL Server Data.
    This is PowerQuery by the way (currently labelled Get & Transform).

    In a pinch, you can use Relationship tool found under Data Tools without PowerPivot to create and manage relationships. However, you will be limited to some basic DAX function and will not be able to take full advantage of DAX measures.

    In addition to PowerPivot, you may want to consider PowerView (this allows for more customization for charts etc).
    https://support.office.com/en-us/art...b-a68cf460472e
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