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Overview

This guide will cover various methods for connecting FrameworX 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)
  • Utilizing OleDB

Each technique , and utilizing OleDB. Each of these techniques 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
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Microsoft Excel Connections

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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:

For Microsoft Office 365:

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

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For Microsoft Office 2007:

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

  1. Select 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
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 'New item...'.
  • 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.
    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

    Note

    "Test" is optional.

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    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). 

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    In the "
    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.g., "excelDatasource")
    1. .
     
    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 'New item...'.
  • 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.
  • Click on 'New item...' and select the "OleDb Data Provider" option in the Provider box, create a new provider by clicking 'Ok'.
  • 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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