Onboarding
If this is your first time using the Excel Connector, you will need the following instructions to setup the connector:
Instructions
1. Open Excel and navigate to the Data tab. Then select the Get Data dropdown and select From Other Sources > From ODBC.
2. Select Snowflake in the dropdown and press ok.
3. If prompted, enter your login credentials for Snowflake and then press ok. These were provided during your KPI onboarding. If you are unsure of your credentials, please reach out to your CSM.
4. The Navigator menu will open, select the desired tables and press Load.
