Introduction

This page walks you through the process of accessing PostgreSQL database from Microsoft Excel installed on a Windows machine. Please contact customer support in case you are using a Mac or Linux computer.

Step 1: Download the PostgreSQL ODBC driver .zip file

Go to the following link and click on the folder called msi https://www.postgresql.org/ftp/odbc/versions/

Scroll down on the page

Download the latest version. Use the x86 version (as that tends to work better)

Download the .zip file and click on it. A .msi file will get created. Double click on that .msi file to install it

Step 2: Search for the ODBC Data source and select the 32 bit one

Search Windows for ODBC 32-bit Data Source

Step 3: Add a new User DSN

Step 4: Find PostgreSQL in the list (Unicode works better)

Step 5: Enter the credentials provided by Canopy

Please ask Canopy for the following credentials and enter them

Database
Server
User Name
Password

The following two entries should always be as follows:

Port: 5432
SSL Mode: Require

Press the Test button after entering all the credentials. You should get a notification that the test was successful. Contact Canopy in case of any errors

Step 6: Save and exit

Step 7: In Excel select Data → Get Data → From Other Sources → From ODBC

Step 8: Select PostgreSQL option

(you might be asked to enter additional credentials in case you want not everyone to have access to this ODBC data source)

Step 9: You should be able to see and download the tables

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