Configure Microsoft Excel to Connect to a Virtual PostgreSQL Data Interface

Perform the following steps to configure
Microsoft
Excel
 to connect to a virtual PostgreSQL data interface:
  1. Open the
    Microsoft
    Excel
     application.
  2. Click the
    Data
     tab.
  3. Navigate to
    Get Data
     >
    From Database
     >
    From PostgreSQL Database
    .
    Select PostgreSQL Database
  4. In the
    PostgreSQL database
     dialog box, click
    Learn more
    .
    PostgreSQL Database Dialog
    It will be navigated to the
    Microsoft
     support page.
  5. In the support page, scroll down and expand
    Database: PostgreSQL
    .
  6. Click
    Ngpsql data provider for PostgreSQL
    .
    Select Ngpsql Data Provider for PostgreSQL
  7. Click
    v4.0.17
    .
    Click Version Link
  8. Under
    Assets
    , click
    Npgsql-4.0.17.msi
    .
    Click MSI File
    The
    Npgsql-4.0.17.msi
     file will be downloaded in the Downloads folder of your local machine.
  9. Double-click the
    Npgsql-4.0.17.msi
     file.
    The
    Npgsql 4.0.17 Setup
     dialog box is displayed.
  10. Click
    Next
    .
    Npgsql 4.0.17 Setup Dialog
  11. Select the
    I accept the terms in the License Agreement
     checkbox and click
    Next
    .
    License Agreement
  12. Click the [] icon and select
    Entire Feature will be installed on local hard drive
    .
  13. Click
    Next
    .
    Custom Setup
  14. Click
    Install
    .
    Install Npgsql
  15. Once the installation is completed, click
    Finish
    .
    Installation Completed
  16. Close and re-open the
    Microsoft
    Excel
     application.
  17. Click the
    Data
     tab.
  18. Navigate to
    Get Data
     >
    From Database
     >
    From PostgreSQL Database
    .
    Select PostgreSQL Database
    The
    PostgreSQL database
     dialog box is displayed.
  19. Provide the following details:
    • Server:
      dm-virtualpostgres.cloud.rockwellautomation.com
       (Production URL).
    • Database: The name of the project in
      FactoryTalk DataMosaix SaaS
      . For example, ra-costcowholesale.
  20. Click
    OK
    .
    PostgreSQL Database Dialog
  21. Provide the following details:
    • Username: Refer to the Client ID generated while registering the application.
    • Password: Refer to the Client Secret generated while registering the application.
  22. Click
    Connect
    .
    PostgrSQL Database Dialog
  23. In the
    Navigator
     dialog box, select the
    Select multiple items
     checkbox.
  24. Select the required table checkboxes and click
    Transform Data
    .
    Navigator Dialog
    The
    Power Query Editor
     dialog box is displayed.
  25. Click
    Advanced Editor
    .
    Click Advanced Editor
  26. In the
    Advanced Editor
     dialog box, provide the sample query and click
    Done
    .
    Advanced Editor Dialog
  27. Click
    Edit Permission
    .
    Click Edit Permission
  28. In the
    Native Database Query
     dialog box, click
    Run
    .
    Native Database Query Dialog
    Based on the query, the data will be populated.
    Final Output
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