If this is your first time using the Excel Connector, you will need the following instructions to setup the connector:

KPI - Excel Connector Instructions


1. Open Excel and navigate to the Data tab. Then select the Get Data dropdown and select From Other Sources > From ODBC.

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2. Select Snowflake in the dropdown and press ok.

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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.

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4. The Navigator menu will open, select the desired tables and press Load.

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