DataSight has been designed to use Microsoft SQL as the fundamental database behind the application. This provides real benefits for DataSight users.

The following procedure shows you how to link DataSight with Microsoft Excel. The same procedure can be used to link any other software product that has the capability to link to external databases. This includes statistics packages such as Statistica and SigmaPlot.

Link Microsoft Excel to DataSight

1. On DataSight, go to Options from the application tab on DataSight.
2. In the Options window, check Create SQL View under the Datasheet section. Once you have done this then every time you save a datasheet in DataSight, a native Microsoft SQL View will be saved based on the filters for the datasheet. These views are not tables of data but are SQL Queries that are activated when you open them. DataSight saves the DataSight datasheet saved views as Microsoft SQL Views.
3. After saving a view on DataSight, open Microsoft Excel to link to DataSight.
4. Open a blank spreadsheet. Then go to the Data tab from the Menu ribbon.
5. From the Get External Data group, select From Other Sources and then click From SQL Server.

                A Data Connection Wizard runs.

6. In the Wizard, enter the server name.
7. Select one of the following modes to verify your Log on credentials.
   • If you normally log into DataSight using Windows Authentication then simply click Next.
   • If you use SQL Security log on details, then click Use the following user name and password radio button, enter the user name and password provided by your IT Administrator and then click Next.
8. Select the database that you wish to connect to from a dropdown list. As soon as you select the database(s) you will be able to see the tables directly from DataSight. Within these tables are Microsoft SQL views.
9. Highlight the name of the view you wish to open.
10. (Optional) Unselect Connect to a Specific Table to link data from all the tables.
11. (Optional) Select Enable selection of multiple tables to select more than one table.
12. Click Next to continue.
13. (Optional) You can click Back to change your preferences or Cancel the process at any time.
14. Set a File Name, Description, Friendly Name, and Search Keywords as you wish, or do nothing to use default settings.
15. Click Finish to complete the wizard. Once you have selected your View, select how you would like Microsoft Excel to import the data in the Import Data
16. In the Import Data window, select how you wish to view your data.

                 You can elect to view data as:

• Table
• PivotTable Report
• PivotChart
• Or you can choose to Only Create a Connection

17. Select where you want to put your data.
18. (Optional) Click on Properties to update data.

                In the Properties window, you can configure the connection to automatically refresh the data.

                Then click OK. You will be returned to the Import Data window.

19. In the Import Data window, click OK to finish your import routine. Your data will now be displayed in the specified location.