ElasticSearch Connector for MS Excel

Read / write ElasticSearch data inside your app; perform many ElasticSearch operations without coding, just use easy to use high performance API Connector for ElasticSearch

In this article you will learn how to quickly and efficiently integrate ElasticSearch data in MS Excel without coding. We will use high-performance ElasticSearch Connector to easily connect to ElasticSearch and then access the data inside MS Excel.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from ElasticSearch using MS Excel we first need to create a DSN (Data Source) which will access data from ElasticSearch. We will later be able to read data using MS Excel. Perform these steps:

  1. Download and install ODBC PowerPack.

  2. Open ODBC Data Sources (x64):

    Open ODBC Data Source
  3. Create a User data source (User DSN) based on ZappySys API Driver

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
    • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "ElasticSearch" from the list of Popular Connectors. If "ElasticSearch" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

    ElasticsearchDSN
    ElasticSearch
    ODBC DSN Template Selection
  5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    Steps how to get and use ElasticSearch credentials

    For Local / Hosted Instance by you

    1. Get your userid / password and enter on the connection UI

    For Managed Instance (By Bonsai search)

    If your instance is hosted by bonsai then perform these steps to get your credentials for API call
    1. Go to https://app.bonsai.io/clusters/{your-instance-id}/tokens
    2. Copy Access Key and Access Secret and enter on the connection UI. Click Test connection.
    3. If your Cluster has no data you can generate sample data by visiting this URL and click Add Sample Data https://{your-cluster-id}.apps.bonsaisearch.net/app/home#/tutorial_directory

    Fill in all required parameters and set optional parameters if needed:

    ElasticsearchDSN
    ElasticSearch
    Basic Authentication (UserId/Password) [Http]
    http://localhost:9200
    Optional Parameters
    User Name (or Access Key)
    Password (or Access Secret)
    Ignore certificate related errors
    ODBC DSN HTTP Connection Configuration

    Fill in all required parameters and set optional parameters if needed:

    ElasticsearchDSN
    ElasticSearch
    Windows Authentication (No Password) [Http]
    http://localhost:9200
    Optional Parameters
    Ignore certificate related errors
    ODBC DSN HTTP Connection Configuration

  6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

    ZappySys API Driver - ElasticSearch
    Read / write ElasticSearch data inside your app; perform many ElasticSearch operations without coding, just use easy to use high performance API Connector for ElasticSearch
    ElasticsearchDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in MS Excel to retrieve data from ElasticSearch. Hit OK button to use this query in the next step.

    SELECT * FROM Indexes
    Configure table/endpoint parameters in ODBC data source based on API Driver
    Some parameters configured in this window will be passed to the ElasticSearch API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.
  8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in MS Excel:

    ZappySys API Driver - ElasticSearch
    Read / write ElasticSearch data inside your app; perform many ElasticSearch operations without coding, just use easy to use high performance API Connector for ElasticSearch
    ElasticsearchDSN
    SELECT * FROM Indexes
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the ElasticSearch API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in ElasticSearch servers).
  9. Click OK to finish creating the data source.

Video Tutorial

Read data in Excel from the DSN

  1. In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:

    Create ODBC data source in Excel
  2. A small window opens, then simply select the data source you created in previous steps:

    ElasticsearchDSN
    Select DSN data source in Excel
  3. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

    ElasticsearchDSN
    Excel DSN Authentication
  4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!

    Excel DSN Authentication
  5. Finally, finally, use data extracted from ElasticSearch API in an Excel worksheet:

    Excel Select DSN Table

Actions supported by ElasticSearch Connector

Learn how to perform common ElasticSearch actions directly in MS Excel with these how-to guides:

Conclusion

In this article we showed you how to connect to ElasticSearch in MS Excel and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to ElasticSearch, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download ElasticSearch Connector for MS Excel and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download ElasticSearch Connector for MS Excel Documentation

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