How to Connect MongoDB to Excel

Published: May 6, 2024 - 4 min read

Julian Alvarado

MongoDB, a leading NoSQL database, enables businesses to store and manage vast amounts of unstructured data. By connecting MongoDB to Excel, you can seamlessly import your data into a spreadsheet for in-depth analysis and reporting.

In this tutorial, we’ll explore two methods for integrating MongoDB with Excel: no-code using Coefficient, and using ODBC drivers. We’ll walk you through the steps for each method, so you can choose the one that best suits your needs.

Advantages of Using Excel to Analyze MongoDB Data

  • Familiar interface: Excel provides a well-known interface for data analysis, making it easy for users to navigate and work with MongoDB data.
  • Powerful analysis tools: Excel offers a wide range of built-in functions, formulas, and pivot tables to help you analyze and visualize your data.
  • Flexible reporting: Create custom reports and dashboards in Excel to share insights with stakeholders and make data-driven decisions.

Connecting MongoDB to Excel: 3 Methods

Coefficient is an Excel add-in that simplifies the process of importing data from various sources, including MongoDB, into your spreadsheets.

With its user-friendly interface and powerful features, Coefficient makes it easy to connect Excel to your MongoDB database and start analyzing data in your spreadsheet.

Method 1: Coefficient

Step 1: Install Coefficient

Open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Navigating through the Excel menu to click 'File', followed by 'Get Add-ins' and selecting 'More Add-Ins'.

Type ‘Coefficient’ in the search bar and click  ‘Add.’

Typing 'Coefficient' in the Excel search bar and clicking the 'Add' button to install the add-in

A pop-up will open up. Follow the prompts to complete the installation.

A pop-up window appears for guiding through the Coefficient installation with prompts in Excel.

Once finished, you will see a ‘Coefficient’ tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

Clicking 'Open Sidebar' to launch the Coefficient interface within Excel.e10

With Coefficient installed, you’re now ready to import your MongoDB data into Excel. Let’s walk through the process step by step.

Step 2: Add MongoDB as a data source in Coefficient

In the Coefficient sidebar, click on “Import From” and select “MongoDB” from the list.

In the Coefficient sidebar within Excel, clicking on "Import From" and selecting "MongoDB" from the list.

Step 3: Connect to your MongoDB database

Paste your MongoDB connection string and fill in your database name.

Note: Before starting, make sure to whitelist the provided IP addresses in your MongoDB security settings.

Pasting the MongoDB connection string and filling in your database name in Coefficient within Excel.

Click “Connect” to establish the connection.

Step 4: Choose to share the connection with your team or not

Select “Share” or “Not Now” depending on your preference.

Selecting either "Share" or "Not Now" after setting up your MongoDB data source in Coefficient within Excel.

Step 5: Select data to import

Under “Connected Sources,” click on your MongoDB connection and select “Import Data.”

Under 'Connected Sources', clicking on your MongoDB connection and selecting 'Import Data' in Coefficient within Excel.

Choose “From Collections and Fields” to select specific data to import.

 Choosing specific data collections and fields from MongoDB for importing to Excel through Coefficient

Step 6: Configure the data import

In the import preview, select the table you want to import data from.

In the import preview within Excel, selecting the table from which you want to import data.

Choose the columns you want to include by checking or unchecking them.

Choosing columns to include in your data import by checking or unchecking them in Coefficient within Excel.

Optionally, add filters, change the sort order, or limit the number of records imported.

Adding filters, changing the sort order, or limiting records during the MongoDB data import setup within Excel

Click “Import” to fetch the data into your Excel spreadsheet.

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Clicking "Import" to fetch the data from MongoDB into your Excel spreadsheet through Coefficient.

Step 7: Set up data refresh and re-import

After importing, select a refresh schedule (hourly, daily, or weekly) to keep your data up to date.

After importing, setting a refresh schedule—in hourly, daily, or weekly intervals—to keep your Excel data up-to-date.

Method 2: ODBC Drivers

An alternative method for connecting MongoDB to Excel is by using ODBC (Open Database Connectivity) drivers.

ODBC drivers provide a standardized way to access databases from various applications, including Excel. In this method, we’ll use the MongoDB ODBC driver from Devart to establish the connection.

Step 1. Download and install the MongoDB ODBC driver from Devart’s website.

Downloading and installing the MongoDB ODBC driver from Devart's website to use with Excel.

Step 2. In Excel, click on the Data tab, then expand the Get Data drop-down list. Click From Other Sources > From ODBC.

 Clicking on the Data tab in Excel, going to Get Data, and selecting 'From Other Sources' > 'From ODBC' to begin data import.

Step 3. In the From ODBC dialog, choose your data source name (DSN). If you haven’t configured your ODBC driver yet, you can expand the Advanced Options dialog box and enter the connection string for your data source. You can also enter an SQL statement that will be executed right after establishing a connection to the data source. Click OK.

Configuring the ODBC data source in Excel by selecting the DSN, entering a connection string in the Advanced Options, or executing an SQL statement directly after connection.

Step 4. If your database requires a username and password, select Database and enter your credentials in the dialog box, then click Connect.

Entering username and password for database access in Excel, when prompted, to proceed with data connection.

Step 5. If your database is not password-protected or you’ve already specified your credentials in the ODBC data source settings, select Default or Custom and click Connect.

Selecting the connection type as Default or Custom in Excel and connecting to a MongoDB data source that does not require password or has credentials already set.

Step 6. In the window that appears, select the table you want to retrieve data from, and click Load.

Selecting the table to retrieve data from within Excel's ODBC data import interface and clicking Load to import.

Step 7. The data from the table will be displayed in an Excel spreadsheet where you can further work with it.

Displaying the loaded data from MongoDB in an Excel spreadsheet, ready for further analysis or modification.

Excel will now import the data from your MongoDB collection into a new worksheet using Power Query.

Coefficient Connects MongoDB to Excel without Code

Connecting MongoDB to Excel using Coefficient simplifies the process of importing and analyzing your data.

By following this tutorial, you can easily fetch your MongoDB data into an Excel spreadsheet and leverage the powerful analysis tools available in Excel to uncover valuable insights.

Start using Coefficient today to enhance your MongoDB data analysis workflow.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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