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Installing the ODBC Connector
1. Download and install the PostgreSQL ODBC driver.
2. Check the bit version of your Excel (32 or 64 bit).
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In Excel go to File -> Account -> Click on About Excel icon. |
3. Click on the Windows start button and type “odbc” and choose the bit version of ODBC Data sources that matches your Excel bit version.
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4. In the ODBC Data Source Administration window, click on the Add button and find the previously installed PostgreSQL Unicode.
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5. Complete all the necessary information provided below using your Databridge credentials.
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Contact Call Journey if you do not have your Databridge credentials. |
Give you your Data Source a name such as PostgreSQL35W.
Port can be left empty.
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6. Change SSL Mode from ‘disable’ to ‘require’
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7. Click on the Test button and if successful, Save your configuration.
Connecting Excel to the Database
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This will bring up a window where you can edit the Data Source name. Select the drop-down box and select the name you gave your database:
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Enter any SQL statements in the SQL box and select OK (see below for more details) in the SQL box and select OK .
Refreshing the Data in Excel
1. Select ‘Data’ and click on ‘Refresh all’.
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SQL Commands
The PostgreSQL database can be very large so you may want to limit the amount of data being imported.
Below are some of the more common methods to load all data from a specific table or to limit the data imported.
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For loading calls on a particular date, add “ where CAST(datetime AS DATE) = 'yyyy-mm-dd' ”. For example, loading 2000 calls for 1 February 2022:
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