Snowflake Integration with Microsoft Excel

Steps

Step 1: Install the ODBC Driver

1. Ensure you have Administrator privileges on the system.
2. Download the latest ODBC Driver for Windows. Downloading the ODBC Driver
3. Install the driver (default path: C:\Program Files).

Step 2: Configure the ODBC Driver 

To configure the ODBC driver in a Windows environment, create a DSN for the driver:

1. Launch the ODBC Data Sources 64 bit or 32 bit) by searching in the Windows Menu.

2. Click on the tool to launch it and display the setup menu

   

3. Verify that the Snowflake ODBC Driver is installed. Navigate to the Drivers tab in the set-up window and verify that the driver SnowflakeDSIIDriver) appears

   

4. If you do not see SnowflakeDSIIDriver, then the Snowflake ODBC driver installation did not complete successfully, and you need to re-install it.
5. Create a new DSN:
   1. Navigate to the User DSN or System DSN tab and click the Add button
      
   2. Select SnowflakeDSIIDriver from the list of installed drivers
   3. Enter the connection parameters for the driver. In the fields provided in Snowflake Configuration dialog, enter the parameters for the DSN.
      
   4. When entering parameters, note the following:
      1. Data Source, User, Database, Warehouse, Role and Server are the only parameters required to create a DSN.
      2. These details shall be provided by Maximo Renewables team along with the user credentials.
   5. Click Ok to create the DSN. Refer to the link for more help.
      Installing and configuring the ODBC Driver for Windows

Step 3: Pull Snowflake Data into Microsoft Excel

1. Open Microsoft Excel → Start a Blank Workbook.
2. Go to the Data tab.
3. Select: 
   Get Data → From Other Sources → From ODBC
   
4. Choose the DSN you created in Step 2 and click OK.
   
5. When prompted, enter your Snowflake username and password.
   
6. After authentication, the Navigator panel displays accessible database objects.
7. Choose the tables you need (e.g., HourlyAggregations, DailyAggregations).
   
8. Select:
   1. Load (to import directly into Excel), or
   2. Transform Data (to open Power Query for data shaping).
9. Transforming the data is beyond the scope of this article and so here we will click “LOAD” but in a nutshell, choosing “<Transform Data>” opens the Power Query engine in Excel
   allowing you to perform operations such as:
   1. Manipulating columns, such as adding, removing, renaming, splitting, and expanding them.
   2. Pivoting and unpivoting column data or apply special sorting and filtering operations.
10. After taking a moment to connect to Snowflake and gather the requested data, Excel will render it in a new worksheet for your analysis.