How to Import SQL Data from SQL Server into Excel

Importing data from SQL Server using SQL queries into Excel gives you flexibility for custom reports. Coefficient makes running SQL and getting results into your spreadsheet easy.

This guide shows you how to import your SQL Server SQL data into Excel using Coefficient.

Step-by-step guide

Here is how to get your SQL Server SQL data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select SQL Server.

Log in to your SQL Server account and grant Coefficient access to your data.

Step 2: Import SQL Data

With SQL Server connected, click “Import from…” in the Coefficient sidebar.

Select SQL Server as your source. Then, choose “SQL” from the list of available import options.

Write or paste your SQL query into the Coefficient interface. Configure any options needed, then click “Import” to add the query results to your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

Keep your SQL query results in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically by re-running your SQL query in SQL Server.