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How Do I Load Data Stored in A Microsoft Excel File?: Step 1: Install ODBC Driver For Excel

The document describes how to load data stored in a Microsoft Excel file into a target table in Oracle Warehouse Builder. The key steps are: 1. Install the ODBC driver for Excel and create a system DSN. 2. Configure the heterogeneous services initialization file and listener.ora file to enable communication between the Oracle database and Excel. 3. Use the Metadata Import Wizard to import the Excel worksheet metadata and create an ODBC source module. 4. Create a mapping that uses the ODBC source module to load data into the target table.

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157 views6 pages

How Do I Load Data Stored in A Microsoft Excel File?: Step 1: Install ODBC Driver For Excel

The document describes how to load data stored in a Microsoft Excel file into a target table in Oracle Warehouse Builder. The key steps are: 1. Install the ODBC driver for Excel and create a system DSN. 2. Configure the heterogeneous services initialization file and listener.ora file to enable communication between the Oracle database and Excel. 3. Use the Metadata Import Wizard to import the Excel worksheet metadata and create an ODBC source module. 4. Create a mapping that uses the ODBC source module to load data into the target table.

Uploaded by

anon-917725
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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3

How Do I Load Data Stored in a Microsoft


Excel File?

Scenario
A company stores its employee data in an Excel file called employees.xls. This file
contains two worksheets: employee_details and job_history. You need to load
the data from the employee_details worksheet into a target table in Warehouse
Builder.

Solution
To load data stored in an Excel file into a target table, you must first use the Excel file
as a source. Warehouse Builder enables you to source data stored in a non-Oracle
source, such as Microsoft Excel, using the Heterogeneous Services component of the
Oracle database.
Figure 3–1 describes how the Oracle database uses Heterogeneous services to access a
remote non-Oracle source.

Figure 3–1 Heterogeneous Services Architecture

The Heterogeneous Services component in the database communicates with the


Heterogeneous Services agent process. The agent process, in turn, communicates with
the remote database.
The agent process consists of agent-generic code and a system-specific driver. All
agents contain the same agent-generic code. But each agent has a different driver
depending on the type of data being sourced.

Case Study
This case study shows you how to use an Excel file called employees.xls as a
source in Warehouse Builder.

Step 1: Install ODBC Driver for Excel


To read data from Microsoft Excel, you must have the ODBC driver for Excel installed.

How Do I Load Data Stored in a Microsoft Excel File? 3-1


Step 3: Prepare the Excel File (Optional)

Step 3: Prepare the Excel File (Optional)


To source data from an Excel file, define a name for the range of data being sourced:
1. In the employee_details worksheet, highlight the range that you want to
query from Oracle.
The range should include the column names and the data. Ensure that the column
names confirm to the rules for naming columns in the Oracle database.
2. From the Insert menu, select Name and then Define. The Define Name dialog is
displayed. Specify a name for the range.

Step 3: Create a System DSN


Set up a System Data Source Name (DSN) using the Microsoft ODBC Administrator.
1. Select Start, followed by Programs, OWB_ORACLE_HOME, Network
Administration, and then Microsoft ODBC Administrator.
2. Navigate to the System DSN tab and click Add to create a System DSN.
3. Select Microsoft Excel as the driver for which you want to set up the data source.
The ODBC Microsoft Excel Setup dialog displays as shown in Figure 3–2.

Figure 3–2 ODBC Microsoft Excel Setup Dialog

4. Specify the name of the DSN as odbc_excel.


5. Click Select Workbook to select the Excel file from which you want to read the
data.
6. Verify that the Version field lists the version of the source Excel file accurately.

Step 4: Create the Heterogeneous Services Initialization File


To configure the agent, you must set the initialization parameters in the heterogeneous
services initialization file. Each agent has its own heterogeneous services initialization
file. The name of the Heterogeneous Services initialization file is initSID.ora,
where SID is the Oracle system identifier used for the agent. This file is located in the
$ORACLE_HOME/hs/admin directory.
Create the initExcel_SID.ora file in the $ORACLE_HOME/hs/admin directory
as follows:
HS_FDS_CONNECT_INFO = odbc_excel
HS_AUTOREGISTER = TRUE
HS_DB_NAME = hsodbc

3-2 Oracle Warehouse Builder Case Book


Step 6: Create an ODBC Source Module and a Database Link

Here, odbc_excel is the name of the system DSN you created in Step 3. Excel_SID
is the name of the Oracle system identifier used for the agent.

Step 5: Modify the listener.ora file


Set up the listener on the agent to listen for incoming requests from the Oracle
Database server. When a request is received, the agent spawns a Heterogeneous
Services agent. To set up the listener, modify the entries in the listener.ora file
located in the $ORACLE_HOME/network/admin directory as follows:
SID_LIST_LISTENER =
(SID_LIST =
(SID_DESC =
(SID_NAME = Excel_SID)
(ORACLE_HOME = c:\oracle\db92)
(PROGRAM = hsodbc)
)
(SID_DESC =
(SID_NAME = PLSExtProc)
(ORACLE_HOME = c:\oracle\db92)
(PROGRAM = extproc)
)
)

1. For the SID_NAME parameter, use the SID that you specified in Step 4 when
creating the initialization parameter file for the Heterogeneous Services.
2. Ensure that the ORACLE_HOME parameter value is the path to your Oracle home
directory.
3. The value associated with the PROGRAM keyword defines the name of the agent
executable.
Remember to restart the listener after making these modifications.

Note: Ensure that the initialization parameter GLOBAL_NAMES is set


to FALSE in the database's initialization parameter file. FALSE is the
default setting for this parameter.

Step 6: Create an ODBC Source Module and a Database Link


Use the following steps to create an ODBC source module and database link:
1. From the Warehouse Builder console, create an ODBC source module. On the
navigation tree, ODBC modules are listed under the Others node of the Databases
node.
2. On the Connection Information page, click New Database Link to create a new
database link that reads data using the data source created. Figure 3–3 shows the
entries used on the New Database Link dialog.

How Do I Load Data Stored in a Microsoft Excel File? 3-3


Step 6: Create an ODBC Source Module and a Database Link

Figure 3–3 New Database Link Dialog

Notice that the Oracle Service Name field uses the Oracle system identifier
specified for the agent.
3. Ensure that the Use for Heterogeneous Services option is selected.
Because you are not accessing an Oracle database, you can enter any value for
username and password.
4. Create and test this database link. Close the New Database Link dialog.
5. Leave the Schema name <unspecified>. Click the Change Schema button and
select <unspecified>. The Connection Information page now looks as shown in
Figure 3–4.

3-4 Oracle Warehouse Builder Case Book


Step 8: Create a Mapping to Load Data Into the Target Table

Figure 3–4 Connection Information Page

6. Create a new deployment location for the module or specify an existing location.

Step 7: Import Metadata from Excel Using the Metadata Import Wizard
Use the Metadata Import wizard to import metadata from the Excel file into
Warehouse Builder. Select Tables as the Filter condition. The wizard displays all the
worksheets in the source Excel file under the Tables node in the list of available
objects.
1. Select employee_details and use the arrow to move it to the list of selected
objects.
2. Click Finish to import the data.
The data from the employee_details worksheet is now stored in a table called
employee_details in the ODBC source module created in Step 6.

Step 8: Create a Mapping to Load Data Into the Target Table


In the Warehouse Builder console, expand the module that contains the target table.
Use the table called employee_details in the ODBC source module as a source to
load data into the target table. Figure 3–5 displays the mapping used to load data into
the target table.

How Do I Load Data Stored in a Microsoft Excel File? 3-5


Step 9: Deploy the Mapping

Figure 3–5 Mapping to Load Data Into the Target Table

Step 9: Deploy the Mapping


Use the Deployment Manager to deploy the mapping you created in Step 8. Ensure
that you first deploy the source module before you deploy the mapping.

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