Infor Data Lake Connector for MS Excel

Infor Data Lake Connector lets you connect to the Infor Data Lake within the Infor Data Fabric, allowing you to access and utilize your organization's comprehensive data assets.

In this article you will learn how to quickly and efficiently integrate Infor Data Lake data in MS Excel without coding. We will use high-performance Infor Data Lake Connector to easily connect to Infor Data Lake and then access the data inside MS Excel.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

Prerequisites

Before we begin, make sure you meet the following prerequisite:

If you already have a JRE installed, you can try using it too. However, if you experience any issues, we recommend using one of the distributions mentioned above (you can install an additional JRE next to the existing one; just don't forget to configure the default Java in the Windows Environment Variables).

Download Infor Data Lake JDBC driver

To connect to Infor Data Lake in MS Excel, you will have to download JDBC driver for it, which we will use in later steps. Let's perform these little steps right away:

  1. Visit Infor Data Lake video tutorial or official website.
  2. Follow the instructions there, download the JDBC driver, and save it locally, e.g. to D:\Drivers\JDBC\infor-compass-jdbc.jar.
    It is recommended to use JDBC driver compiled for Java 8, if possible.
  3. Then download ION API file from Infor and place it in the same directory as the JDBC driver, e.g. D:\Drivers\JDBC\Infor Compass JDBC Driver.ionapi.
    Do not rename Infor Compass JDBC Driver.ionapi file as it will fail to load the driver. Also, JDBC driver and ION API file have to reside in the same folder for the driver to work.
  4. Done! That was easy, wasn't it? Let's proceed to the next step.

Create ODBC Data Source (DSN) based on ZappySys JDBC Bridge Driver

Step-by-step instructions

To get data from Infor Data Lake using MS Excel we first need to create a DSN (Data Source) which will access data from Infor Data Lake. We will later be able to read data using MS Excel. Perform these steps:

  1. Download and install ODBC PowerPack.

  2. Open ODBC Data Sources (x64):

    Open ODBC Data Source
  3. Create a User data source (User DSN) based on ZappySys JDBC Bridge Driver

    ZappySys JDBC Bridge Driver
    Create new User DSN for ZappySys JDBC Bridge Driver
    • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
    • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
  4. Now, we need to configure the JDBC connection in the new ODBC data source. Simply enter the Connection string, credentials, configure other settings, and then click Test Connection button to test the connection:

    InforDataLakeDSN
    jdbc:infordatalake://MY_DATALAKE_ID
    com.infor.idl.jdbc.Driver
    D:\Drivers\JDBC\infor-compass-jdbc.jar
    john.smith@my-company.com
    *********
    []
    JDBC-ODBC Bridge driver data source settings

    Use these values when setting parameters:

    • Connection string: jdbc:infordatalake://MY_DATALAKE_ID
    • Driver class: com.infor.idl.jdbc.Driver
    • JDBC driver file(s): D:\Drivers\JDBC\infor-compass-jdbc.jar
    • User name: john.smith@my-company.com
    • User password: *********
    • Connection parameters: []

  5. You should see a message saying that connection test is successful:

    ODBC connection test is successful

    Otherwise, if you are getting an error, check out our Community for troubleshooting tips.

  6. We are at the point where we can preview a SQL query. For more SQL query examples visit JDBC Bridge documentation:

    InforDataLakeDSN
    SELECT * FROM "default"."orders"
    JDBC ODBC Bridge data source preview
    SELECT * FROM "default"."orders"
    You can also click on the <Select Table> dropdown and select a table from the list.

    The ZappySys JDBC Bridge Driver acts as a transparent intermediary, passing SQL queries directly to the Trino JDBC driver, which then handles the query execution. This means the Bridge Driver simply relays the SQL query without altering it.

    Some JDBC drivers don't support INSERT/UPDATE/DELETE statements, so you may get an error saying "action is not supported" or a similar one. Please, be aware, this is not the limitation of ZappySys JDBC Bridge Driver, but is a limitation of the specific JDBC driver you are using.

  7. Click OK to finish creating the data source.

Video Tutorial

Read data in Excel from the DSN

  1. In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:

    Create ODBC data source in Excel
  2. A small window opens, then simply select the data source you created in previous steps:

    InforDataLakeDSN
    Select DSN data source in Excel
  3. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

    InforDataLakeDSN
    Excel DSN Authentication
  4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!

    Excel DSN Authentication
  5. Finally, finally, use data extracted from Infor Data Lake API in an Excel worksheet:

    Excel Select DSN Table

Conclusion

In this article we showed you how to connect to Infor Data Lake in MS Excel and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys JDBC Bridge Driver allows you to connect not only to Infor Data Lake, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Infor Data Lake Connector for MS Excel and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Infor Data Lake Connector for MS Excel Documentation

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